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BOK Financial

197 hedge funds and large institutions have $1.93B invested in BOK Financial in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 59 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,541% more call options, than puts

Call options by funds: $3.2M | Put options by funds: $69K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $1.85B → $1.93B (+$83.3M)

0.67% less ownership

Funds ownership: 35.04%34.37% (-0.67%)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 202197 (-5)

Holders
197
Holders Change
-5
Holders Change %
-2.48%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
77
Reduced
59
Closed
34
Calls
$3.2M
Puts
$69K
Net Calls
+$3.13M
Net Calls Change
+$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$8.93M +$2.13M +28,224 +37%
BNP Paribas Asset Management
27
BNP Paribas Asset Management
France
$8.46M +$511K +6,773 +7%
N
28
Nuveen
North Carolina
$8.16M +$922K +12,218 +15%
Wells Fargo
29
Wells Fargo
California
$8.14M -$1.25M -16,513 -15%
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$6.52M +$1.4M +18,615 +32%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$5.7M -$52.4K -695 -1%
WHG
32
Westwood Holdings Group
Texas
$5.66M
RA
33
Royce & Associates
New York
$5.62M -$4.45M -59,035 -47%
PGCM
34
Prescott Group Capital Management
Oklahoma
$5.11M +$1.13M +15,000 +34%
Swiss National Bank
35
Swiss National Bank
Switzerland
$5.04M -$528K -7,000 -11%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$4.96M -$9.85M -130,594 -69%
UBS AM
37
UBS AM
Illinois
$4.74M +$287K +3,802 +7%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$4.61M +$522K +6,927 +15%
Rafferty Asset Management
39
Rafferty Asset Management
New York
$4.54M +$1.85M +24,482 +86%
Invesco
40
Invesco
Georgia
$4.42M -$2.53M -33,501 -39%
JP Morgan Chase
41
JP Morgan Chase
New York
$4.31M +$1.41M +18,705 +59%
Barclays
42
Barclays
United Kingdom
$4.16M +$279K +3,704 +8%
AG
43
Algert Global
California
$3.8M +$289K +3,830 +9%
GC
44
Guggenheim Capital
Illinois
$3.55M +$3.13M +41,476 New
Citigroup
45
Citigroup
New York
$3.41M +$2M +26,544 +200%
CS
46
Credit Suisse
Switzerland
$3.39M +$87.8K +1,164 +3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.37M +$34.2K +454 +1%
HF
48
HRT Financial
New York
$3.36M +$2.96M +39,283 New
UBS Group
49
UBS Group
Switzerland
$2.99M +$2.37M +31,403 +906%
PCM
50
Palisade Capital Management
New Jersey
$2.78M +$221K +2,933 +10%

BOKF Hedge Fund Activity: Q4 2023 in Review

197 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2023, worth a combined $1.93B — up 4.5% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BOKF and 32 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 77 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $16.7M. The largest seller was Neuberger Berman Group, cutting an estimated $57.8M.

  • 197 institutional investors held BOK Financial (BOKF) as of Q4 2023, down from 202 in Q3 2023.
  • Funds reported $1.93B of BOK Financial stock for Q4 2023, up 4.5% quarter-over-quarter.
  • 32 funds opened new BOK Financial positions in Q4 2023 and 34 closed out, a net change of -2 holders.
  • The largest BOK Financial buyer in Q4 2023 was Dimensional Fund Advisors, an estimated $16.7M added.
  • The largest BOK Financial seller in Q4 2023 was Neuberger Berman Group, an estimated $57.8M sold.

Based on aggregated 13F filings for Q4 2023.