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BOK Financial
BOKF

182 hedge funds and large institutions have $2.37B invested in BOK Financial in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $866K | Put options by funds: $138K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.8% less ownership

Funds ownership: 41.17% → 39.36% (-1.8%)

3% less funds holding

Funds holding: 187 → 182 (-5)

7% less capital invested

Capital invested by funds: $2.56B → $2.37B (-$186M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
49
Reduced
73
Closed
23
Calls
$866K
Puts
$138K
Net Calls
+$728K
Net Calls Change
+$1.41M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$38.7M
2
State Street
State Street
Massachusetts
+$17.8M
3
AI
Ariel Investments
Illinois
+$11.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.48M
5
PGCM
Prescott Group Capital Management
Oklahoma
+$4.33M

Top Sellers

Rank Fund Capital Flow
1
CWM
CIBC World Markets
New York
-$116M
2
BlackRock
BlackRock
New York
-$10.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.08M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.61M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$12.8M +$874K +9,776 +7%
Wells Fargo
27
Wells Fargo
California
$12M -$3.66M -40,941 -23%
AC
28
Avenir Corporation
Virginia
$11.6M -$46K -515 -0.4%
CI
29
Cambiar Investors
Colorado
$9.17M +$870K +9,738 +10%
GC
30
Guggenheim Capital
Illinois
$8.84M -$1.57M -17,547 -15%
PPA
31
Parametric Portfolio Associates
Washington
$7.32M -$131K -1,468 -2%
Barclays
32
Barclays
United Kingdom
$6.14M +$3.19M +35,696 +101%
Swiss National Bank
33
Swiss National Bank
Switzerland
$5.97M -$295K -3,300 -5%
Morgan Stanley
34
Morgan Stanley
New York
$5.66M +$1.85M +20,654 +46%
Hotchkis & Wiley Capital Management
35
Hotchkis & Wiley Capital Management
California
$5.42M +$359K +4,020 +7%
UBS Group
36
UBS Group
Switzerland
$5.26M +$2.39M +26,763 +79%
UBS AM
37
UBS AM
Illinois
$4.71M +$567K +6,348 +13%
Rafferty Asset Management
38
Rafferty Asset Management
New York
$4.53M +$609K +6,810 +15%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$4.5M -$221K -2,471 -5%
PGCM
40
Prescott Group Capital Management
Oklahoma
$4.2M +$4.33M +48,456 New
Citadel Advisors
41
Citadel Advisors
Florida
$4.07M +$3.87M +43,351 +1,179%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$3.83M +$698K +7,808 +21%
Bank of Nova Scotia
43
Bank of Nova Scotia
Ontario, Canada
$3.68M -$667K -7,462 -15%
Citigroup
44
Citigroup
New York
$3.38M -$179K -2,005 -5%
Bank of America
45
Bank of America
North Carolina
$3.26M -$1.43M -16,004 -30%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$3.18M -$13.4K -150 -0.4%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.17M -$213K -2,384 -6%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$3.03M +$397K +4,448 +15%
Invesco
49
Invesco
Georgia
$2.92M +$316K +3,541 +12%
CS
50
Credit Suisse
Switzerland
$2.74M -$370K -4,144 -12%
1
2
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BOKF Hedge Fund Activity: Q2 2021 in Review

182 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2021, worth a combined $2.37B — down 7.3% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BOKF and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 49 added.

The largest buyer was Capital Research Global Investors, adding an estimated $38.7M. The largest seller was CIBC World Markets, cutting an estimated $116M.

  • 182 institutional investors held BOK Financial (BOKF) as of Q2 2021, down from 187 in Q1 2021.
  • Funds reported $2.37B of BOK Financial stock for Q2 2021, down 7.3% quarter-over-quarter.
  • 19 funds opened new BOK Financial positions in Q2 2021 and 23 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2021 was Capital Research Global Investors, an estimated $38.7M added.
  • The largest BOK Financial seller in Q2 2021 was CIBC World Markets, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.