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BOK Financial

171 hedge funds and large institutions have $1.7B invested in BOK Financial in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $1.28B → $1.7B (+$421M)

9% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $2.88M

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0.18% more ownership

Funds ownership: 42.67%42.85% (+0.18%)

0% more funds holding

Funds holding: 171171 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
55
Reduced
67
Closed
29
Calls
$3.13M
Puts
$2.88M
Net Calls
+$248K
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$2.41M +$1.62M +31,612 +265%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$2.37M +$2.15M +41,973 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$2.27M -$26.1K -510 -1%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$2.06M -$845K -16,508 -31%
AG
55
Aperio Group
California
$1.89M +$76.5K +1,494 +5%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.8M +$35.2K +687 +2%
Morgan Stanley
57
Morgan Stanley
New York
$1.73M -$458K -8,947 -23%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$1.63M -$77.8K -1,519 -5%
Truist Financial
59
Truist Financial
North Carolina
$1.58M -$28.4K -554 -2%
CB
60
Commerce Bank
Missouri
$1.56M +$1.42M +27,658 New
Legal & General Group
61
Legal & General Group
United Kingdom
$1.35M -$433K -8,465 -26%
Invesco
62
Invesco
Georgia
$1.34M -$1.07M -20,986 -47%
OAM
63
Oppenheimer Asset Management
New York
$1.32M +$380K +7,424 +46%
Holocene Advisors
64
Holocene Advisors
New York
$1.3M +$479K +9,362 +68%
PCM
65
Polaris Capital Management
Massachusetts
$1.27M -$51.2K -1,000 -4%
TW
66
Transform Wealth
Colorado
$1.11M +$331K +6,462 +49%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.1M +$573K +11,201 +134%
M&T Bank
68
M&T Bank
New York
$1.1M +$309K +6,035 +45%
MC
69
Martin & Co
Tennessee
$1.06M +$29.5K +577 +3%
VBA
70
Van Berkom & Associates
Quebec, Canada
$1.02M -$22.3K -435 -2%
UBS Group
71
UBS Group
Switzerland
$1.02M +$772K +15,078 +498%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$1M +$907K +17,712 New
Stifel Financial
73
Stifel Financial
Missouri
$985K -$656K -12,820 -42%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$957K -$65.1K -1,272 -7%
APG
75
Abacus Planning Group
South Carolina
$949K +$155K +3,025 +22%

BOKF Hedge Fund Activity: Q2 2020 in Review

171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2020, worth a combined $1.7B — up 33% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BOKF positions and 29 closed out — a net gain of 1 holder — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $16.1M. The largest seller was Fidelity Investments, cutting an estimated $13.4M.

  • 171 institutional investors held BOK Financial (BOKF) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.7B of BOK Financial stock for Q2 2020, up 33% quarter-over-quarter.
  • 30 funds opened new BOK Financial positions in Q2 2020 and 29 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2020 was Dimensional Fund Advisors, an estimated $16.1M added.
  • The largest BOK Financial seller in Q2 2020 was Fidelity Investments, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.