BOKF icon

BOK Financial
BOKF

Overview Fund Activity

232 hedge funds and large institutions have $2.27B 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.36%
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
22
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$112M
2
Millennium Management
2
Millennium Management
New York
$20.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$238M
4
Citadel Advisors
4
Citadel Advisors
Florida
$42.6M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$24M

Top Sellers

1
BF
1
BOK Financial
Oklahoma
$13.2M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$35.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$255M
5
BlackRock
5
BlackRock
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
226
GeoWealth Management
Illinois
$628 +$628 +6 New
LFG
227
Larson Financial Group
Missouri
$418 +$314 +3 +300%
CA
228
Claris Advisors
Missouri
$418 +$418 +4 New
BGAI
229
Bruce G. Allen Investments
Colorado
$314 – – –
GRP
230
Global Retirement Partners
California
$314 +$105 +1 +50%
CA
231
CoreCap Advisors
Michigan
$314 +$314 +3 New
TFM
232
TFC Financial Management
Massachusetts
$105 – – –
EBA
233
Eagle Bay Advisors
New York
$36 – – –
Norges Bank
234
Norges Bank
Norway
– -$17M -185,115 Closed
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
– -$471K -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
7 8 9
10
11