BOK Financial
BOKF
187 hedge funds and large institutions have $2.56B invested in BOK Financial in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 49 closing their positions.
37% more capital invested
Capital invested by funds: $1.87B → $2.56B (+$687M)
2.35% more ownership
Funds ownership: 38.81% → 41.17% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 210 → 187 (-23)
28% less call options, than puts
Call options by funds: $1.72M | Put options by funds: $2.4M
38% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 82
45% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
+$110M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$92.2M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
+$44.7M |
| 4 |
Neuberger Berman Group
New York
|
+$34.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
-$34.9M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$26M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$24.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$21.9M |
| 5 |
Millennium Management
New York
|
-$12.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Lazard Asset Management
New York
| – | -$6K | -89 | Closed |
|
|
VCG
227
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$2K | -22 | Closed |
|
|
FF
228
FourThought Financial
Venice,
Florida
| – | -$1K | -21 | Closed |
|
|
RPWA
229
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$1K | -17 | Closed |
|
|
IA
230
Inspire Advisors
Meridian,
Idaho
| – | -$1K | -16 | Closed |
|
|
PWPS
231
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$1K | -11 | Closed |
|
|
SBL
232
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$1K | -11 | Closed |
|
|
SWP
233
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| – | -$1K | -10 | Closed |
|
BOKF Hedge Fund Activity: Q1 2021 in Review
187 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2021, worth a combined $2.56B — up 37% from $1.87B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of BOKF and 27 opened new positions — a net loss of 22 holders — while 82 trimmed existing stakes and 51 added.
The largest buyer was CIBC World Markets, adding an estimated $110M. The largest seller was Aristotle Capital Management, cutting an estimated $34.9M.
- 187 institutional investors held BOK Financial (BOKF) as of Q1 2021, down from 210 in Q4 2020.
- Funds reported $2.56B of BOK Financial stock for Q1 2021, up 37% quarter-over-quarter.
- 27 funds opened new BOK Financial positions in Q1 2021 and 49 closed out, a net change of -22 holders.
- The largest BOK Financial buyer in Q1 2021 was CIBC World Markets, an estimated $110M added.
- The largest BOK Financial seller in Q1 2021 was Aristotle Capital Management, an estimated $34.9M sold.
Based on aggregated 13F filings for Q1 2021.