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OKSB

Southwest Bancorp Inc/OK
OKSB

Delisted

OKSB was delisted on the 19th of October, 2017.

85 hedge funds and large institutions have $238M invested in Southwest Bancorp Inc/OK in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

20% more capital invested

Capital invested by funds: $198M → $238M (+$39.9M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 8485 (+1)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20M +$223K +14,141 +1%
BFC
2
Banc Funds Company
Illinois
$17.4M +$281K +17,780 +2%
Ameriprise
3
Ameriprise
Minnesota
$16.5M -$1.51M -95,657 -8%
ECA
4
Endeavour Capital Advisors
Connecticut
$16.4M +$1.12M +70,881 +7%
MCM
5
Maltese Capital Management
New York
$15.9M +$120K +7,600 +0.8%
Goldman Sachs
6
Goldman Sachs
New York
$15.2M +$13.6M +863,605 +976%
JP Morgan Chase
7
JP Morgan Chase
New York
$13.6M -$457K -28,971 -3%
BIT
8
BlackRock Institutional Trust
California
$10.7M +$92.6K +5,869 +0.9%
Vanguard Group
9
Vanguard Group
Pennsylvania
$9.89M +$131K +8,288 +1%
RFC
10
Russell Frank Company
Washington
$9.84M +$8.55M +541,708 +3,740%
BFA
11
BlackRock Fund Advisors
California
$8.7M -$349K -22,099 -4%
KCM
12
Kennedy Capital Management
Missouri
$8.41M -$315K -19,982 -4%
State Street
13
State Street
Massachusetts
$6.28M +$238K +15,098 +4%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$6.16M
IIM
15
Ironwood Investment Management
Massachusetts
$4.86M +$172K +10,894 +4%
CP
16
Clover Partners
Texas
$4.83M +$379K +24,000 +9%
Northern Trust
17
Northern Trust
Illinois
$4.47M +$108K +6,845 +2%
SCA
18
Stieven Capital Advisors
Missouri
$3.61M +$3.16K +200 +0.1%
SCCM
19
Schafer Cullen Capital Management
New York
$2.63M -$8.29K -525 -0.3%
RBLCM
20
Roaring Blue Lion Capital Management
Texas
$2.46M +$107K +6,800 +5%
CAM
21
Cubic Asset Management
Massachusetts
$2.37M -$185K -11,700 -7%
BCM
22
Bridgeway Capital Management
Texas
$2.28M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.04M +$222K +14,066 +12%
PPA
24
Parametric Portfolio Associates
Washington
$1.82M -$9.76K -618 -0.5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.75M +$186K +11,789 +12%

OKSB Hedge Fund Activity: Q4 2013 in Review

85 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Southwest Bancorp Inc/OK (OKSB) for Q4 2013, worth a combined $238M — up 20% from $198M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OKSB positions and 8 closed out — a net gain of 1 holder — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13.6M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.68M sold.

  • 85 institutional investors held Southwest Bancorp Inc/OK (OKSB) as of Q4 2013, up from 84 in Q3 2013.
  • Funds reported $238M of Southwest Bancorp Inc/OK stock for Q4 2013, up 20% quarter-over-quarter.
  • 9 funds opened new Southwest Bancorp Inc/OK positions in Q4 2013 and 8 closed out, a net change of +1 holder.
  • The largest Southwest Bancorp Inc/OK buyer in Q4 2013 was Goldman Sachs, an estimated $13.6M added.
  • The largest Southwest Bancorp Inc/OK seller in Q4 2013 was Basswood Capital Management, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2013.