We are live on ! Find out more
BOKF icon

BOK Financial
BOKF

202 hedge funds and large institutions have $1.85B invested in BOK Financial in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $415K

0.93% less ownership

Funds ownership: 35.97% → 35.04% (-0.93%)

4% less capital invested

Capital invested by funds: $1.94B → $1.85B (-$85.8M)

7% less funds holding

Funds holding: 217 → 202 (-15)

34% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 38

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 81

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
202
Holders Change
-15
Holders Change %
-6.91%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
53
Reduced
81
Closed
38
Calls
$1.92M
Puts
$415K
Net Calls
+$1.5M
Net Calls Change
-$1.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.9M
2
FL
Fourthstone LLC
Missouri
+$9.17M
3
First Trust Advisors
First Trust Advisors
Illinois
+$6.89M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.69M
5
GC
Gillson Capital
Illinois
+$5.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.4M
2
Millennium Management
Millennium Management
New York
-$8.05M
3
AI
Ariel Investments
Illinois
-$7.98M
4
State Street
State Street
Massachusetts
-$7.83M
5
CSS
Cubist Systematic Strategies
Connecticut
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
226
Virtu Financial
New York
– -$241K -2,990 Closed
New York State Teachers Retirement System (NYSTRS)
227
New York State Teachers Retirement System (NYSTRS)
New York
– -$211K -2,616 Closed
TSS
228
Two Sigma Securities
New York
– -$203K -2,508 Closed
DCM
229
Dupont Capital Management
Delaware
– -$161K -1,996 Closed
ACM
230
Aquatic Capital Management
Illinois
– -$97K -1,200 Closed
HT
231
Headlands Technologies
Illinois
– -$39.3K -486 Closed
HNB
232
Huntington National Bank
Ohio
– -$31.1K -386 Closed
KI
233
Kapitalo Investimentos
Brazil
– -$16.8K -208 Closed
Federated Hermes
234
Federated Hermes
Pennsylvania
– -$8.16K -101 Closed
Fuller & Thaler Asset Management
235
Fuller & Thaler Asset Management
California
– -$7.67K -95 Closed
PVH
236
Psagot Value Holdings
Israel
– -$8K -92 Closed
FGAM
237
Financial Gravity Asset Management
Texas
– -$865 -81 Closed
DI
238
Disciplined Investments
Oklahoma
– -$1.21K -15 Closed
RCM
239
Raleigh Capital Management
North Carolina
– -$241 -3 Closed
6 7 8 9
10

BOKF Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2023, worth a combined $1.85B — down 4.4% from $1.94B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BOKF and 25 opened new positions — a net loss of 13 holders — while 81 trimmed existing stakes and 53 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $22.4M.

  • 202 institutional investors held BOK Financial (BOKF) as of Q3 2023, down from 217 in Q2 2023.
  • Funds reported $1.85B of BOK Financial stock for Q3 2023, down 4.4% quarter-over-quarter.
  • 25 funds opened new BOK Financial positions in Q3 2023 and 38 closed out, a net change of -13 holders.
  • The largest BOK Financial buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $11.9M added.
  • The largest BOK Financial seller in Q3 2023 was Fidelity Investments, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2023.