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BOK Financial

217 hedge funds and large institutions have $1.94B invested in BOK Financial in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $1.43M

0.48% less ownership

Funds ownership: 36.46%35.97% (-0.48%)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

2% less funds holding

Funds holding: 221217 (-4)

6% less capital invested

Capital invested by funds: $2.06B → $1.94B (-$124M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
72
Reduced
76
Closed
31
Calls
$4.19M
Puts
$1.43M
Net Calls
+$2.76M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$3.48M +$1.95M +23,688 +122%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$3.43M -$253K -3,067 -7%
CS
53
Credit Suisse
Switzerland
$3.34M +$226K +2,746 +7%
EPCA
54
Elizabeth Park Capital Advisors
Ohio
$3.23M +$659K +8,000 +25%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$3.23M +$164K +1,985 +5%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$3.12M +$85.6K +1,039 +3%
Rafferty Asset Management
57
Rafferty Asset Management
New York
$3.05M +$1.11M +13,513 +56%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.82M -$206K -2,500 -7%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$2.75M +$2.29M +27,772 +441%
Bank of America
60
Bank of America
North Carolina
$2.63M -$602K -7,311 -18%
Legal & General Group
61
Legal & General Group
United Kingdom
$2.34M +$144K +1,749 +6%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$2.26M -$449K -5,453 -16%
APF
63
Alaska Permanent Fund
Alaska
$2.14M +$2.18M +26,500 New
PP
64
PDT Partners
New York
$2.08M +$258K +3,125 +14%
Citigroup
65
Citigroup
New York
$2.02M +$1.94M +23,588 +1,647%
HF
66
HRT Financial
New York
$2M +$1.63M +19,827 +406%
PCM
67
Palisade Capital Management
New Jersey
$1.87M +$296K +3,589 +18%
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$1.85M +$264K +3,206 +16%
VIM
69
VELA Investment Management
Ohio
$1.78M
Franklin Resources
70
Franklin Resources
California
$1.65M +$1.17M +14,200 +229%
Treasurer of the State of North Carolina
71
Treasurer of the State of North Carolina
North Carolina
$1.6M -$1.3M -15,752 -44%
MC
72
Martin & Co
Tennessee
$1.5M -$47.8K -580 -3%
GLAM
73
Gardner Lewis Asset Management
Pennsylvania
$1.37M
AIMCA
74
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.34M +$1.36M +16,562 New
GCM
75
Graham Capital Management
Connecticut
$1.31M +$3.3K +40 +0.2%

BOKF Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2023, worth a combined $1.94B — down 6% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 72 added.

The largest buyer was Citadel Advisors, adding an estimated $14M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 217 institutional investors held BOK Financial (BOKF) as of Q2 2023, down from 221 in Q1 2023.
  • Funds reported $1.94B of BOK Financial stock for Q2 2023, down 6% quarter-over-quarter.
  • 27 funds opened new BOK Financial positions in Q2 2023 and 31 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2023 was Citadel Advisors, an estimated $14M added.
  • The largest BOK Financial seller in Q2 2023 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2023.