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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 %
Legal & General Group
76
Legal & General Group
United Kingdom
$1.18M -$32.8K -331 -3%
Walleye Trading
77
Walleye Trading
New York
$1.15M +$419K +4,235 +57%
SAM
78
Shell Asset Management
Netherlands
$1.14M – – –
UBS Group
79
UBS Group
Switzerland
$959K +$229K +2,309 +31%
FEG
80
Fund Evaluation Group
Ohio
$921K – – –
CS
81
Credit Suisse
Switzerland
$919K +$41.3K +417 +5%
RBA
82
Richard Bernstein Advisors
New York
$867K +$867K +8,757 New
HT
83
Heritage Trust
Oklahoma
$830K – – –
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$827K – – –
HK
85
Horizon Kinetics
New York
$825K -$120K -1,212 -13%
Squarepoint
86
Squarepoint
New York
$813K +$813K +8,213 New
Russell Investments Group
87
Russell Investments Group
United Kingdom
$806K -$381K -3,847 -32%
CCP
88
Corient Capital Partners
California
$806K +$146K +1,479 +22%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$802K +$179K +1,812 +29%
FA
90
FDx Advisors
Illinois
$777K +$151K +1,526 +24%
Mariner
91
Mariner
Kansas
$768K +$288K +2,916 +60%
Stifel Financial
92
Stifel Financial
Missouri
$758K +$145K +1,464 +24%
AIM
93
Assured Investment Management
New York
$725K +$725K +7,326 New
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$724K -$482K -4,872 -40%
Citigroup
95
Citigroup
New York
$724K -$275K -2,772 -28%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$654K -$240K -2,430 -27%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$648K +$281K +2,839 +77%
RFC
98
Regions Financial Corp
Alabama
$626K +$47K +475 +8%
US Bancorp
99
US Bancorp
Minnesota
$560K -$5.05K -51 -0.9%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$531K +$495 +5 +0.1%
2 3
4
5 6