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BOK Financial
BOKF

Overview Fund Activity

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.

Holders
221
Holders Change
-15
Holders Change %
-6.36%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
92
Reduced
68
Closed
41
Calls
$3.39M
Puts
$2M
Net Calls
+$1.38M
Net Calls Change
+$108M

Top Buyers

1
CWM
1
CIBC World Markets
New York
$99.6M
2
State Street
2
State Street
Massachusetts
$73.8M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$7.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$6.83M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$7.16M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.78M
2
SSA
2
Schonfeld Strategic Advisors
New York
$13.1M
3
Millennium Management
3
Millennium Management
New York
$35.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$133M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
CAS
251
Coppell Advisory Solutions
Texas
– – -419 Closed
CASC
252
Coppell Advisory Solutions Corp
Texas
– – -419 Closed
PFC
253
Phocas Financial Corp
California
– – -270 Closed
FMP
254
Financial Management Professionals
Texas
– – -263 Closed
BFEC
255
Benjamin F. Edwards & Company
Missouri
– – -248 Closed
CS
256
Comerica Securities
Michigan
– – -147 Closed
First Manhattan
257
First Manhattan
New York
– – -60 Closed
WTC
258
WhitTier Trust Company
Nevada
– – -52 Closed
CA
259
Crewe Advisors
Utah
– – -37 Closed
TC
260
Truvestments Capital
Florida
– – -35 Closed
AWM
261
Accurate Wealth Management
Florida
– – -15 Closed
BAAM
262
Baker Avenue Asset Management
California
– – -6 Closed
CFGS
263
Concourse Financial Group Securities
Alabama
– – – –
PI
264
PEAK6 Investments
Illinois
– – – –
Simplex Trading
265
Simplex Trading
Illinois
– – – –
BTI
266
Blue Trust Inc
Georgia
$0 3 +3 New
7 8 9 10
11