BOKF icon

BOK Financial
BOKF

Overview Fund Activity

166 hedge funds and large institutions have $2.19B invested in BOK Financial in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
58
Reduced
53
Closed
15
Calls
$2.76M
Puts
$2.57M
Net Calls
+$195K
Net Calls Change
+$603K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$25.2M
2
State Street
State Street
Massachusetts
$88.3M
3
SCA
Stieven Capital Advisors
Missouri
$18.9M
4
Aristotle Capital Management
Aristotle Capital Management
California
$228M
5
Citadel Advisors
Citadel Advisors
Florida
$9.53M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$80.4M
2
O
OppenheimerFunds
New York
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$21.4M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$6.26M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Penn Capital Management
Pennsylvania
$3.63M -$62.6K -608 -2%
Invesco
52
Invesco
Georgia
$3.49M +$435K +4,396 +14%
Swiss National Bank
53
Swiss National Bank
Switzerland
$3.39M +$69.3K +700 +2%
Victory Capital Management
54
Victory Capital Management
Texas
$3.19M +$721K +7,279 +29%
Morgan Stanley
55
Morgan Stanley
New York
$3.07M +$951K +9,614 +45%
TA
56
Teachers Advisors
New York
$3.04M +$6.83K +69 +0.2%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$2.99M -$9.9K -100 -0.3%
WI
58
WBI Investments
New Jersey
$2.87M -$235K -2,374 -8%
OAM
59
Oppenheimer Asset Management
New York
$2.75M +$437K +4,412 +19%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$2.71M +$97.7K +986 +4%
Luther King Capital Management (LKCM)
61
Luther King Capital Management (LKCM)
Texas
$2.5M – – –
GC
62
Guggenheim Capital
Illinois
$2.19M -$139K -1,402 -6%
DIA
63
Denver Investment Advisors
Colorado
$2.15M -$81.2K -820 -4%
Truist Financial
64
Truist Financial
North Carolina
$1.86M +$206K +2,077 +12%
PPA
65
Parametric Portfolio Associates
Washington
$1.77M +$52.9K +534 +3%
UBS AM
66
UBS AM
Illinois
$1.52M – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$1.5M -$53.1K -536 -3%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.37M -$9.9K -100 -0.7%
PA
69
Probity Advisors
Texas
$1.29M -$27K -273 -2%
PSUF
70
People's United Financial
Connecticut
$1.27M +$36.4K +368 +3%
AG
71
Aperio Group
California
$1.26M -$40K -404 -3%
FHAM
72
Folger Hill Asset Management
New York
$1.2M -$1.7M -17,200 -59%
VBA
73
Van Berkom & Associates
Quebec, Canada
$1.2M +$34K +344 +3%
EVM
74
Eaton Vance Management
Massachusetts
$1.19M +$595K +6,006 +100%
IP
75
Interval Partners
New York
$1.19M +$1.19M +12,000 New
1 2
3
4 5