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BOK Financial

217 hedge funds and large institutions have $1.94B invested in BOK Financial in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $1.43M

0.48% less ownership

Funds ownership: 36.46%35.97% (-0.48%)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

2% less funds holding

Funds holding: 221217 (-4)

6% less capital invested

Capital invested by funds: $2.06B → $1.94B (-$124M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
72
Reduced
76
Closed
31
Calls
$4.19M
Puts
$1.43M
Net Calls
+$2.76M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$11.7M +$6.51M +79,026 +121%
First Trust Advisors
27
First Trust Advisors
Illinois
$11.7M +$3.1M +37,621 +35%
Walleye Capital
28
Walleye Capital
New York
$10.7M +$2.65M +32,179 +32%
AC
29
Avenir Corporation
Virginia
$10.6M -$17.3K -210 -0.2%
CI
30
Cambiar Investors
Colorado
$10M +$3.38M +40,958 +49%
Wells Fargo
31
Wells Fargo
California
$9.19M -$884K -10,733 -9%
N
32
Nuveen
North Carolina
$8.55M +$937K +11,365 +12%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$8.03M +$1.75M +21,294 +27%
Millennium Management
34
Millennium Management
New York
$7.99M -$26.1M -316,574 -76%
BNP Paribas Asset Management
35
BNP Paribas Asset Management
France
$7.48M -$1.23M -14,866 -14%
AQR Capital Management
36
AQR Capital Management
Connecticut
$7.22M -$50.6K -614 -0.7%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$6.5M +$6.49M +78,782 +4,763%
CSS
38
Cubist Systematic Strategies
Connecticut
$6.48M -$1.78M -21,549 -21%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$6.3M -$995K -12,074 -13%
WHG
40
Westwood Holdings Group
Texas
$5.34M +$873K +10,597 +19%
Swiss National Bank
41
Swiss National Bank
Switzerland
$5.29M +$16.5K +200 +0.3%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$4.9M -$2M -24,221 -29%
PGCM
43
Prescott Group Capital Management
Oklahoma
$4.81M +$1.62M +19,688 +49%
Invesco
44
Invesco
Georgia
$4.58M +$65.7K +797 +1%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$4.06M -$345K -4,187 -8%
JP Morgan Chase
46
JP Morgan Chase
New York
$4M +$359K +4,361 +10%
UBS AM
47
UBS AM
Illinois
$3.93M
Renaissance Technologies
48
Renaissance Technologies
New York
$3.81M +$3.89M +47,177 New
AG
49
Algert Global
California
$3.59M -$194K -2,355 -5%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$3.55M -$292K -3,548 -7%

BOKF Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2023, worth a combined $1.94B — down 6% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 72 added.

The largest buyer was Citadel Advisors, adding an estimated $14M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 217 institutional investors held BOK Financial (BOKF) as of Q2 2023, down from 221 in Q1 2023.
  • Funds reported $1.94B of BOK Financial stock for Q2 2023, down 6% quarter-over-quarter.
  • 27 funds opened new BOK Financial positions in Q2 2023 and 31 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2023 was Citadel Advisors, an estimated $14M added.
  • The largest BOK Financial seller in Q2 2023 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2023.