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BOK Financial

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

193% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $1.43M

0.48% less ownership

Funds ownership: 36.46%35.97% (-0.48%)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

2% less funds holding

Funds holding: 221217 (-4)

6% less capital invested

Capital invested by funds: $2.06B → $1.94B (-$124M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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
ASN
240
Advisory Services Network
Georgia
-$4.73K -56 Closed
SFG
241
Steward Financial Group
Texas
-$4K -56 Closed
AWM
242
Avior Wealth Management
Nebraska
-$4.37K -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

BOKF Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2023, worth a combined $1.94B — down 6% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 72 added.

The largest buyer was Citadel Advisors, adding an estimated $14M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 217 institutional investors held BOK Financial (BOKF) as of Q2 2023, down from 221 in Q1 2023.
  • Funds reported $1.94B of BOK Financial stock for Q2 2023, down 6% quarter-over-quarter.
  • 27 funds opened new BOK Financial positions in Q2 2023 and 31 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2023 was Citadel Advisors, an estimated $14M added.
  • The largest BOK Financial seller in Q2 2023 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2023.