We are live on ! Find out more
BOKF icon

BOK Financial

171 hedge funds and large institutions have $1.7B invested in BOK Financial in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $1.28B → $1.7B (+$421M)

9% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $2.88M

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0.18% more ownership

Funds ownership: 42.67%42.85% (+0.18%)

0% more funds holding

Funds holding: 171171 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
55
Reduced
67
Closed
29
Calls
$3.13M
Puts
$2.88M
Net Calls
+$248K
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
26
Westwood Holdings Group
Texas
$12.3M +$11.1M +217,437 New
Charles Schwab
27
Charles Schwab
California
$12M -$472K -9,220 -4%
Wells Fargo
28
Wells Fargo
California
$10.9M +$489K +9,559 +5%
First Trust Advisors
29
First Trust Advisors
Illinois
$10M +$3.27M +63,842 +56%
BF
30
BOK Financial
Oklahoma
$9.58M -$73.4K -1,434 -0.8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9.04M +$8.8K +172 +0.1%
JP Morgan Chase
32
JP Morgan Chase
New York
$8.29M +$7.51M +146,713 +222,292%
AC
33
Avenir Corporation
Virginia
$7.66M
SCM
34
SKBA Capital Management
California
$5.73M -$92.1K -1,800 -2%
Citadel Advisors
35
Citadel Advisors
Florida
$5.69M +$258K +5,044 +5%
SEI Investments
36
SEI Investments
Pennsylvania
$5.62M -$1.95K -38 -0%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$5.37M +$698K +13,645 +17%
PPA
38
Parametric Portfolio Associates
Washington
$4.8M +$1.09M +21,282 +33%
KTA
39
Keeley-Teton Advisors
Illinois
$4.38M -$2.75M -53,804 -41%
N
40
Nuveen
North Carolina
$4M -$252K -4,920 -6%
Swiss National Bank
41
Swiss National Bank
Switzerland
$4M +$461K +9,000 +15%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$3.96M -$66.8K -1,306 -2%
GC
43
Guggenheim Capital
Illinois
$3.63M +$3.29M +64,219 New
Macquarie Group
44
Macquarie Group
Australia
$3.57M +$3.13M +61,053 +2,775%
MCM
45
Maltese Capital Management
New York
$3.1M +$2.82M +55,000 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$2.98M -$37.6K -735 -1%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$2.87M -$307K -6,000 -11%
UBS AM
48
UBS AM
Illinois
$2.53M +$71.5K +1,397 +3%
Man Group
49
Man Group
United Kingdom
$2.5M -$2.3M -44,907 -50%
CS
50
Credit Suisse
Switzerland
$2.47M +$896K +17,507 +66%

BOKF Hedge Fund Activity: Q2 2020 in Review

171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2020, worth a combined $1.7B — up 33% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BOKF positions and 29 closed out — a net gain of 1 holder — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $16.1M. The largest seller was Fidelity Investments, cutting an estimated $13.4M.

  • 171 institutional investors held BOK Financial (BOKF) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.7B of BOK Financial stock for Q2 2020, up 33% quarter-over-quarter.
  • 30 funds opened new BOK Financial positions in Q2 2020 and 29 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2020 was Dimensional Fund Advisors, an estimated $16.1M added.
  • The largest BOK Financial seller in Q2 2020 was Fidelity Investments, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.