BOK Financial
BOKF
221 hedge funds and large institutions have $2.06B invested in BOK Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 41 closing their positions.
69% more call options, than puts
Call options by funds: $3.38M | Put options by funds: $2M
35% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 68
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.46% less ownership
Funds ownership: 37.91% → 36.46% (-1.5%)
6% less funds holding
Funds holding: 236 → 221 (-15)
17% less capital invested
Capital invested by funds: $2.49B → $2.06B (-$425M)
34% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
+$13M |
| 2 |
State Street
Boston,
Massachusetts
|
+$9.27M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$8.8M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.91M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$7.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$97.7M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$19.8M |
| 3 |
Millennium Management
New York
|
-$16.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
251
Coppell Advisory Solutions
Coppell,
Texas
| – | -$43.5K | -419 | Closed |
|
|
CASC
252
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$43.5K | -419 | Closed |
|
|
PFC
253
Phocas Financial Corp
Alameda,
California
| – | -$28K | -270 | Closed |
|
|
FMP
254
Financial Management Professionals
Austin,
Texas
| – | -$27K | -263 | Closed |
|
|
BFEC
255
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$26K | -248 | Closed |
|
|
CS
256
Comerica Securities
Detroit,
Michigan
| – | -$15.3K | -147 | Closed |
|
257
First Manhattan
New York
| – | -$6.23K | -60 | Closed |
|
|
WTC
258
WhitTier Trust Company
Reno,
Nevada
| – | -$5.4K | -52 | Closed |
|
|
CA
259
Crewe Advisors
Salt Lake City,
Utah
| – | -$3.84K | -37 | Closed |
|
|
TC
260
Truvestments Capital
Sarasota,
Florida
| – | -$3.63K | -35 | Closed |
|
|
AWM
261
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$1.54K | -15 | Closed |
|
|
BAAM
262
Baker Avenue Asset Management
San Francisco,
California
| – | -$623 | -6 | Closed |
|
|
BTI
263
Blue Trust Inc
Alpharetta,
Georgia
| – | +$293 | +3 | New |
|
BOKF Hedge Fund Activity: Q1 2023 in Review
221 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2023, worth a combined $2.06B — down 17% from $2.49B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of BOKF and 27 opened new positions — a net loss of 14 holders — while 68 trimmed existing stakes and 92 added.
The largest buyer was CIBC World Markets, adding an estimated $13M. The largest seller was Citadel Advisors, cutting an estimated $97.7M.
- 221 institutional investors held BOK Financial (BOKF) as of Q1 2023, down from 236 in Q4 2022.
- Funds reported $2.06B of BOK Financial stock for Q1 2023, down 17% quarter-over-quarter.
- 27 funds opened new BOK Financial positions in Q1 2023 and 41 closed out, a net change of -14 holders.
- The largest BOK Financial buyer in Q1 2023 was CIBC World Markets, an estimated $13M added.
- The largest BOK Financial seller in Q1 2023 was Citadel Advisors, an estimated $97.7M sold.
Based on aggregated 13F filings for Q1 2023.