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BOK Financial
BOKF

Overview Fund Activity

204 hedge funds and large institutions have $2.17B invested in BOK Financial in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
–
Holders Change %
0%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
62
Reduced
63
Closed
35
Calls
$2.58M
Puts
$3.37M
Net Calls
-$793K
Net Calls Change
+$3.85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$124M
2
CWM
CIBC World Markets
New York
$86.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.11M
4
Aristotle Capital Management
Aristotle Capital Management
California
$215M
5
AI
Ariel Investments
Illinois
$72.4M

Top Sellers

1
State Street
State Street
Massachusetts
$57.1M
2
GC
Gillson Capital
Illinois
$0
3
Allianz Asset Management
Allianz Asset Management
Germany
$0
4
Millennium Management
Millennium Management
New York
$9.37M
5
Ameriprise
Ameriprise
Minnesota
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
226
Lenox Wealth Advisors
New York
– -$3K -37 Closed
PFO
227
Pathstone Family Office
New Jersey
– -$3K -36 Closed
WAM
228
Wealthspire Advisors (Maryland)
Maryland
– -$2K -28 Closed
LFA
229
Legacy Financial Advisors
Kentucky
– -$2K -27 Closed
CHP
230
Cable Hill Partners
Oregon
– -$2K -20 Closed
WEC
231
Winslow Evans & Crocker
Massachusetts
– -$2K -16 Closed
WCM
232
WealthBridge Capital Management
Ohio
– -$1K -13 Closed
AIA
233
Alera Investment Advisors
Illinois
– -$1K -10 Closed
6 7 8 9
10