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BOK Financial
BOKF

189 hedge funds and large institutions have $2.81B invested in BOK Financial in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $401K

20% more capital invested

Capital invested by funds: $2.33B → $2.81B (+$472M)

1.05% more ownership

Funds ownership: 37.77% → 38.82% (+1%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 190 → 189 (-1)

39% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 77

Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
47
Reduced
77
Closed
24
Calls
$1.77M
Puts
$401K
Net Calls
+$1.37M
Net Calls Change
-$626K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.1M
2
GKFF
George Kaiser Family Foundation
Oklahoma
+$31.9M
3
RIM
Redwood Investment Management
Arizona
+$5.87M
4
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.03M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.97M

Top Sellers

1
CWM
CIBC World Markets
New York
-$29.1M
2
BlackRock
BlackRock
New York
-$7.73M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$6.88M
4
State Street
State Street
Massachusetts
-$6.26M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$2.85M +$322K +3,138 +13%
EC
52
EJF Capital
Virginia
$2.85M +$920K +8,961 +50%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$2.81M -$18K -175 -0.7%
CS
54
Credit Suisse
Switzerland
$2.72M -$604K -5,878 -19%
Man Group
55
Man Group
United Kingdom
$2.65M +$305K +2,973 +13%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$2.43M -$5.75K -56 -0.2%
OAM
57
Oppenheimer Asset Management
New York
$2.23M -$44.8K -436 -2%
JP Morgan Chase
58
JP Morgan Chase
New York
$2.08M -$396K -3,860 -16%
ACM
59
AlphaCrest Capital Management
New York
$1.91M +$1.07M +10,467 +137%
PCM
60
Polaris Capital Management
Massachusetts
$1.84M -$318K -3,100 -15%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.84M -$89.3K -870 -5%
CSS
62
Cubist Systematic Strategies
Connecticut
$1.83M +$1.45M +14,149 +448%
MC
63
Martin & Co
Tennessee
$1.81M -$90K -877 -5%
Prudential Financial
64
Prudential Financial
New Jersey
$1.72M -$14K -136 -0.8%
VBA
65
Van Berkom & Associates
Quebec, Canada
$1.72M +$2.67K +26 +0.2%
Stifel Financial
66
Stifel Financial
Missouri
$1.71M +$45K +438 +3%
American Century Companies
67
American Century Companies
Missouri
$1.68M +$1.64M +15,934 New
SO
68
STRS Ohio
Ohio
$1.61M -$689K -6,710 -31%
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$1.57M -$13.8K -134 -0.9%
EVM
70
Eaton Vance Management
Massachusetts
$1.52M – – –
ZCM
71
Ziegler Capital Management
Illinois
$1.5M -$453K -4,411 -24%
UB
72
UMB Bank
Missouri
$1.48M – – –
BA
73
Bridgewater Associates
Connecticut
$1.42M -$1.43M -13,885 -51%
Citigroup
74
Citigroup
New York
$1.41M -$45.7K -445 -3%
PA
75
Probity Advisors
Texas
$1.33M -$12.6K -123 -1%
1 2
3
4 5

BOKF Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2021, worth a combined $2.81B — up 20% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BOKF positions and 24 closed out — a net gain of 2 holders — while 47 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.1M. The largest seller was CIBC World Markets, cutting an estimated $29.1M.

  • 189 institutional investors held BOK Financial (BOKF) as of Q4 2021, down from 190 in Q3 2021.
  • Funds reported $2.81B of BOK Financial stock for Q4 2021, up 20% quarter-over-quarter.
  • 26 funds opened new BOK Financial positions in Q4 2021 and 24 closed out, a net change of +2 holders.
  • The largest BOK Financial buyer in Q4 2021 was Fidelity Investments, an estimated $91.1M added.
  • The largest BOK Financial seller in Q4 2021 was CIBC World Markets, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2021.