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BOK Financial
BOKF

189 hedge funds and large institutions have $2.81B invested in BOK Financial in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $401K

20% more capital invested

Capital invested by funds: $2.33B → $2.81B (+$472M)

1.05% more ownership

Funds ownership: 37.77% → 38.82% (+1%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 190 → 189 (-1)

39% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 77

Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
47
Reduced
77
Closed
24
Calls
$1.77M
Puts
$401K
Net Calls
+$1.37M
Net Calls Change
-$626K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.1M
2
GKFF
George Kaiser Family Foundation
Oklahoma
+$31.9M
3
RIM
Redwood Investment Management
Arizona
+$5.87M
4
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.03M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.97M

Top Sellers

1
CWM
CIBC World Markets
New York
-$29.1M
2
BlackRock
BlackRock
New York
-$7.73M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$6.88M
4
State Street
State Street
Massachusetts
-$6.26M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$15.7M +$1.43M +13,894 +10%
BF
27
BOK Financial
Oklahoma
$15M +$406K +3,952 +3%
AC
28
Avenir Corporation
Virginia
$14.1M -$63.1K -615 -0.5%
N
29
Nuveen
North Carolina
$13.2M +$668K +6,503 +5%
GC
30
Guggenheim Capital
Illinois
$11M +$184K +1,790 +2%
CI
31
Cambiar Investors
Colorado
$10.7M -$386K -3,764 -4%
PPA
32
Parametric Portfolio Associates
Washington
$9.65M +$9.75K +95 +0.1%
Morgan Stanley
33
Morgan Stanley
New York
$8.69M +$268K +2,613 +3%
Swiss National Bank
34
Swiss National Bank
Switzerland
$7.22M -$71.9K -700 -1%
RIM
35
Redwood Investment Management
Arizona
$6.03M +$5.87M +57,142 New
Barclays
36
Barclays
United Kingdom
$5.79M +$2.45M +23,831 +77%
UBS AM
37
UBS AM
Illinois
$5.33M -$70.5K -687 -1%
WMSA
38
Weiss Multi-Strategy Advisers
New York
$5.17M +$5.03M +48,958 New
HSBC Holdings
39
HSBC Holdings
United Kingdom
$4.67M -$15K -146 -0.3%
PGCM
40
Prescott Group Capital Management
Oklahoma
$4.52M -$579K -5,640 -12%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$4.51M -$946K -9,217 -18%
Bank of America
42
Bank of America
North Carolina
$4.5M -$1.68M -16,366 -28%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$4.4M +$4.28M +41,679 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$3.83M – – –
Invesco
45
Invesco
Georgia
$3.83M +$317K +3,083 +9%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$3.82M +$2.97M +28,879 +392%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$3.78M -$15K -146 -0.4%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$3.67M +$58.2K +567 +2%
Rafferty Asset Management
49
Rafferty Asset Management
New York
$3.24M -$138K -1,344 -4%
APF
50
Alaska Permanent Fund
Alaska
$2.87M – – –
1
2
3 4 5

BOKF Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2021, worth a combined $2.81B — up 20% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BOKF positions and 24 closed out — a net gain of 2 holders — while 47 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.1M. The largest seller was CIBC World Markets, cutting an estimated $29.1M.

  • 189 institutional investors held BOK Financial (BOKF) as of Q4 2021, down from 190 in Q3 2021.
  • Funds reported $2.81B of BOK Financial stock for Q4 2021, up 20% quarter-over-quarter.
  • 26 funds opened new BOK Financial positions in Q4 2021 and 24 closed out, a net change of +2 holders.
  • The largest BOK Financial buyer in Q4 2021 was Fidelity Investments, an estimated $91.1M added.
  • The largest BOK Financial seller in Q4 2021 was CIBC World Markets, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2021.