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BOK Financial

233 hedge funds and large institutions have $2.28B invested in BOK Financial in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $774K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $2.07B → $2.28B (+$219M)

7% more funds holding

Funds holding: 218233 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.88% less ownership

Funds ownership: 34.94%34.06% (-0.88%)

Holders
233
Holders Change
+15
Holders Change %
+6.88%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
71
Reduced
71
Closed
21
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$942
GM
227
GeoWealth Management
Illinois
$628 +$604 +6 New
LFG
228
Larson Financial Group
Missouri
$418 +$302 +3 +300%
CA
229
Claris Advisors
Missouri
$418 +$403 +4 New
BGAI
230
Bruce G. Allen Investments
Colorado
$314
GRP
231
Global Retirement Partners
California
$314 +$101 +1 +50%
CA
232
CoreCap Advisors
Michigan
$314 +$302 +3 New
TFM
233
TFC Financial Management
Massachusetts
$105
EBA
234
Eagle Bay Advisors
New York
$36
Wellington Management Group
235
Wellington Management Group
Massachusetts
-$16.4M -178,784 Closed
Hotchkis & Wiley Capital Management
236
Hotchkis & Wiley Capital Management
California
-$6.39M -69,730 Closed
Tudor Investment Corp
237
Tudor Investment Corp
Connecticut
-$2.12M -23,173 Closed
DM
238
Deerfield Management
New York
-$1.1M -12,026 Closed
I
239
InceptionR
California
-$959K -10,465 Closed
Walleye Trading
240
Walleye Trading
New York
-$517K -5,136 Closed
HSBC Holdings
241
HSBC Holdings
United Kingdom
-$385K -4,233 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
242
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$379K -4,137 Closed
AA
243
ALPS Advisors
Colorado
-$368K -4,014 Closed
DFCM
244
Dark Forest Capital Management
Puerto Rico
-$302K -3,295 Closed
Connor, Clark & Lunn Investment Management (CC&L)
245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$239K -2,604 Closed
MSRPS
246
Maryland State Retirement & Pension System
Maryland
-$210K -2,295 Closed
SW
247
Simplicity Wealth
New Jersey
-$210K -2,289 Closed
NC
248
nVerses Capital
Florida
-$147K -1,600 Closed
VAG
249
VisionPoint Advisory Group
Texas
-$41K -447 Closed
Macquarie Group
250
Macquarie Group
Australia
-$16.2K -177 Closed

BOKF Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2024, worth a combined $2.28B — up 11% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BOKF positions and 21 closed out — a net gain of 16 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $50.3M. The largest seller was BOK Financial, cutting an estimated $54.6M.

  • 233 institutional investors held BOK Financial (BOKF) as of Q3 2024, up from 218 in Q2 2024.
  • Funds reported $2.28B of BOK Financial stock for Q3 2024, up 11% quarter-over-quarter.
  • 37 funds opened new BOK Financial positions in Q3 2024 and 21 closed out, a net change of +16 holders.
  • The largest BOK Financial buyer in Q3 2024 was CIBC World Market, an estimated $50.3M added.
  • The largest BOK Financial seller in Q3 2024 was BOK Financial, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2024.