We are live on ! Find out more
BOKF icon

BOK Financial

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.

New
Increased
Maintained
Reduced
Closed

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: 33 (0)

1.46% less ownership

Funds ownership: 37.91%36.46% (-1.5%)

6% less funds holding

Funds holding: 236221 (-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

Holders
221
Holders Change
-15
Holders Change %
-6.36%
% of All Funds
3.52%
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
$3.38M
Puts
$2M
Net Calls
+$1.38M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$10.5M +$2.08M +21,296 +21%
BNP Paribas Asset Management
27
BNP Paribas Asset Management
France
$9.07M -$84.4K -863 -0.8%
First Trust Advisors
28
First Trust Advisors
Illinois
$9.01M -$4.23M -43,285 -29%
Citadel Advisors
29
Citadel Advisors
Florida
$8.78M -$97.7M -999,217 -91%
CSS
30
Cubist Systematic Strategies
Connecticut
$8.59M +$5.24M +53,566 +111%
Walleye Capital
31
Walleye Capital
New York
$8.48M -$8.88M -90,857 -47%
N
32
Nuveen
North Carolina
$7.98M +$379K +3,882 +4%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$7.6M +$8.8M +90,029 New
AQR Capital Management
34
AQR Capital Management
Connecticut
$7.57M -$1.52M -15,572 -15%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$7.16M +$7.65M +78,300 +1,194%
CI
36
Cambiar Investors
Colorado
$7.02M +$648K +6,624 +9%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$6.83M +$7.91M +80,897 New
ECM
38
ExodusPoint Capital Management
New York
$6.8M +$5.47M +56,003 +228%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$6.6M -$140K -1,433 -2%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$5.53M +$4.66M +47,718 +269%
Swiss National Bank
41
Swiss National Bank
Switzerland
$5.51M -$821K -8,400 -11%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$5.22M +$5.96M +60,988 New
GC
43
Gillson Capital
Illinois
$4.99M -$5.84M -59,733 -50%
Invesco
44
Invesco
Georgia
$4.72M +$63.6K +651 +1%
WHG
45
Westwood Holdings Group
Texas
$4.68M -$67.1K -686 -1%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$4.59M +$5.06M +51,784 +1,958%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$4M +$3.3M +33,796 +248%
AG
48
Algert Global
California
$3.95M +$344K +3,523 +8%
UBS AM
49
UBS AM
Illinois
$3.93M +$98.9K +1,012 +2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$3.84M +$739K +7,563 +20%

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.