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BOK Financial

218 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

12% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.69M

8% more funds holding

Funds holding: 202218 (+16)

0.09% more ownership

Funds ownership: 34.86%34.94% (+0.09%)

0% less capital invested

Capital invested by funds: $2.07B → $2.07B (-$5.38M)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
63
Reduced
76
Closed
18
Calls
$1.89M
Puts
$1.69M
Net Calls
+$201K
Net Calls Change
-$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$12.1M -$357K -3,946 -3%
First Trust Advisors
27
First Trust Advisors
Illinois
$12.1M -$4.03M -44,576 -25%
CI
28
Cambiar Investors
Colorado
$12M -$120K -1,326 -1%
AC
29
Avenir Corporation
Virginia
$11.6M
BNP Paribas Asset Management
30
BNP Paribas Asset Management
France
$11.6M +$1.19M +13,175 +12%
Wells Fargo
31
Wells Fargo
California
$8.22M -$353K -3,905 -4%
N
32
Nuveen
North Carolina
$8.18M -$811K -8,977 -9%
Invesco
33
Invesco
Georgia
$8.12M -$4.02M -44,541 -33%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$8.06M -$9.21M -101,911 -54%
UBS AM
35
UBS AM
Illinois
$7.52M +$2.41M +26,714 +48%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$6.39M +$32.5K +360 +0.5%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$6.1M +$638K +7,060 +12%
RA
38
Royce & Associates
New York
$5.96M -$1.63K -18 -0%
PGCM
39
Prescott Group Capital Management
Oklahoma
$5.46M
Swiss National Bank
40
Swiss National Bank
Switzerland
$5.25M -$90.4K -1,000 -2%
Bank of America
41
Bank of America
North Carolina
$5.16M +$317K +3,513 +7%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$4.45M +$1.14M +12,575 +35%
Rafferty Asset Management
43
Rafferty Asset Management
New York
$4.17M +$896K +9,916 +28%
AG
44
Algert Global
California
$3.97M -$97.5K -1,079 -2%
EP
45
Edgestream Partners
New Jersey
$3.43M +$3.38M +37,423 New
JP Morgan Chase
46
JP Morgan Chase
New York
$3.38M +$1.21M +13,443 +57%
Barclays
47
Barclays
United Kingdom
$3.15M -$579K -6,408 -16%
PCM
48
Palisade Capital Management
New Jersey
$3.12M -$62.5K -692 -2%
Citigroup
49
Citigroup
New York
$2.86M -$857K -9,482 -23%
Two Sigma Investments
50
Two Sigma Investments
New York
$2.8M +$2.49M +27,510 +906%

BOKF Hedge Fund Activity: Q2 2024 in Review

218 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2024, worth a combined $2.07B — down 0.26% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BOKF positions and 18 closed out — a net gain of 17 holders — while 63 added to existing stakes and 76 trimmed.

The largest buyer was CIBC World Market, opening a new position worth an estimated $51.2M. The largest seller was Ariel Investments, cutting an estimated $21.6M.

  • 218 institutional investors held BOK Financial (BOKF) as of Q2 2024, up from 202 in Q1 2024.
  • Funds reported $2.07B of BOK Financial stock for Q2 2024, down 0.26% quarter-over-quarter.
  • 35 funds opened new BOK Financial positions in Q2 2024 and 18 closed out, a net change of +17 holders.
  • The largest BOK Financial buyer in Q2 2024 was CIBC World Market, an estimated $51.2M added.
  • The largest BOK Financial seller in Q2 2024 was Ariel Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.