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BOK Financial
BOKF

Overview Fund Activity

217 hedge funds and large institutions have $1.94B invested in BOK Financial in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
72
Reduced
76
Closed
31
Calls
$4.19M
Puts
$1.43M
Net Calls
+$2.76M
Net Calls Change
+$1.38M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$22.1M
2
SSA
Schonfeld Strategic Advisors
New York
$25.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$125M
4
GKFF
George Kaiser Family Foundation
Oklahoma
$268M
5
GC
Gillson Capital
Illinois
$11.8M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$68M
2
Millennium Management
Millennium Management
New York
$7.99M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$109M
4
AI
Ariel Investments
Illinois
$191M
5
MAM
Martingale Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Acrisure Capital Management
Texas
– -$377K -4,464 Closed
OTL
227
Oak Thistle LLC
New York
– -$373K -4,421 Closed
CC
228
Centiva Capital
New York
– -$323K -3,825 Closed
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
– -$270K -3,201 Closed
BFM
230
Boothbay Fund Management
New York
– -$259K -3,071 Closed
Principal Financial Group
231
Principal Financial Group
Iowa
– -$246K -2,918 Closed
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
– -$238K -2,818 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
233
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$219K -2,595 Closed
GC
234
Guggenheim Capital
Illinois
– -$218K -2,580 Closed
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
– -$216K -2,560 Closed
MC
236
Machina Capital
France
– -$79.9K -947 Closed
WAM
237
Worth Asset Management
Texas
– -$69.6K -825 Closed
MIM
238
Macroview Investment Management
Maryland
– -$10.4K -123 Closed
AAS
239
Ameritas Advisory Services
Nebraska
– -$6.84K -81 Closed
SFG
240
Steward Financial Group
Texas
– -$4K -56 Closed
ASN
241
Advisory Services Network
Georgia
– -$4.73K -56 Closed
AWM
242
Avior Wealth Management
Nebraska
– -$4.47K -53 Closed
SC
243
Schubert & Co
Texas
– -$3.55K -42 Closed
TWA
244
TCI Wealth Advisors
Arizona
– -$423 -5 Closed
AF
245
Allworth Financial
California
– -$338 -4 Closed
Creative Planning
246
Creative Planning
Kansas
– -$338 -4 Closed
Man Group
247
Man Group
United Kingdom
– -$215K – –
EBA
248
Eagle Bay Advisors
New York
– -$28 – –
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