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BOK Financial

233 hedge funds and large institutions have $2.28B invested in BOK Financial in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $774K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $2.07B → $2.28B (+$219M)

7% more funds holding

Funds holding: 218233 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.88% less ownership

Funds ownership: 34.94%34.06% (-0.88%)

Holders
233
Holders Change
+15
Holders Change %
+6.88%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
71
Reduced
71
Closed
21
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Algert Global
California
$2.78M -$1.68M -16,680 -39%
UBS Group
52
UBS Group
Switzerland
$2.39M -$56K -556 -2%
Citigroup
53
Citigroup
New York
$2.37M -$866K -8,600 -28%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$2.31M +$32.7K +325 +1%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.27M -$466K -4,629 -18%
JP Morgan Chase
56
JP Morgan Chase
New York
$2.25M -$1.55M -15,365 -42%
SEI Investments
57
SEI Investments
Pennsylvania
$2.21M +$56K +556 +3%
CSS
58
Cubist Systematic Strategies
Connecticut
$2.12M +$2.04M +20,224 New
Barclays
59
Barclays
United Kingdom
$2.1M -$1.44M -14,357 -42%
SO
60
STRS Ohio
Ohio
$2.05M +$68K +676 +4%
PCM
61
Polaris Capital Management
Massachusetts
$2.04M +$121K +1,200 +7%
VIM
62
VELA Investment Management
Ohio
$1.94M
A
63
AlphaQuest
New York
$1.92M +$1.85M +18,383 New
Two Sigma Advisers
64
Two Sigma Advisers
New York
$1.9M +$343K +3,410 +23%
MC
65
Martin & Co
Tennessee
$1.9M -$20.7K -206 -1%
Deutsche Bank
66
Deutsche Bank
Germany
$1.85M +$1.66M +16,468 +1,316%
WAM
67
Wolverine Asset Management
Illinois
$1.77M +$393K +3,901 +30%
EP
68
Edgestream Partners
New Jersey
$1.72M -$2.11M -20,950 -56%
SPS
69
Susquehanna Portfolio Strategies
Pennsylvania
$1.58M
OAM
70
Oppenheimer Asset Management
New York
$1.48M -$19.6K -195 -1%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$1.46M +$29.4K +292 +2%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$1.44M
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$1.41M
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$1.4M -$1.47M -14,610 -52%
SC
75
Savant Capital
Illinois
$1.38M +$19.1K +190 +1%

BOKF Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2024, worth a combined $2.28B — up 11% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BOKF positions and 21 closed out — a net gain of 16 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $50.3M. The largest seller was BOK Financial, cutting an estimated $54.6M.

  • 233 institutional investors held BOK Financial (BOKF) as of Q3 2024, up from 218 in Q2 2024.
  • Funds reported $2.28B of BOK Financial stock for Q3 2024, up 11% quarter-over-quarter.
  • 37 funds opened new BOK Financial positions in Q3 2024 and 21 closed out, a net change of +16 holders.
  • The largest BOK Financial buyer in Q3 2024 was CIBC World Market, an estimated $50.3M added.
  • The largest BOK Financial seller in Q3 2024 was BOK Financial, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2024.