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BOK Financial

210 hedge funds and large institutions have $1.87B invested in BOK Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 11

104% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $746K

24% more capital invested

Capital invested by funds: $1.5B → $1.87B (+$366M)

24% more funds holding

Funds holding: 170210 (+40)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

2.72% less ownership

Funds ownership: 41.53%38.81% (-2.7%)

Holders
210
Holders Change
+40
Holders Change %
+23.53%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
65
Reduced
65
Closed
11
Calls
$1.52M
Puts
$746K
Net Calls
+$775K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$1.8M +$329K +5,107 +24%
ECM
77
ExodusPoint Capital Management
New York
$1.78M +$1.29M +19,945 +329%
Legal & General Group
78
Legal & General Group
United Kingdom
$1.62M -$662K -10,266 -30%
OAM
79
Oppenheimer Asset Management
New York
$1.54M -$43.5K -675 -3%
PCM
80
Polaris Capital Management
Massachusetts
$1.54M
M&T Bank
81
M&T Bank
New York
$1.48M +$166K +2,581 +14%
Rafferty Asset Management
82
Rafferty Asset Management
New York
$1.47M -$76.6K -1,188 -5%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$1.43M +$1.3M +20,140 +2,997%
DTL
84
Dynamic Technology Lab
Singapore
$1.38M +$897K +13,916 +222%
PI
85
PineBridge Investments
New York
$1.3M +$1.22M +18,972 New
MC
86
Martin & Co
Tennessee
$1.3M +$4.9K +76 +0.4%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.21M -$90.8K -1,409 -7%
VBA
88
Van Berkom & Associates
Quebec, Canada
$1.19M -$95.1K -1,476 -8%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.14M +$253K +3,928 +31%
Stifel Financial
90
Stifel Financial
Missouri
$1.12M -$29.4K -456 -3%
TW
91
Transform Wealth
Colorado
$1.02M -$107K -1,662 -10%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$996K -$107K -1,665 -10%
EVM
93
Eaton Vance Management
Massachusetts
$994K
SO
94
STRS Ohio
Ohio
$989K -$171K -2,656 -16%
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$988K +$145K +2,250 +18%
AllianceBernstein
96
AllianceBernstein
Tennessee
$977K -$27.6K -429 -3%
UB
97
UMB Bank
Missouri
$960K +$773 +12 +0.1%
Man Group
98
Man Group
United Kingdom
$955K -$1.94M -30,142 -68%
JP Morgan Chase
99
JP Morgan Chase
New York
$929K +$632K +9,803 +261%
SEI Investments
100
SEI Investments
Pennsylvania
$893K -$5.94M -92,155 -88%

BOKF Hedge Fund Activity: Q4 2020 in Review

210 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2020, worth a combined $1.87B — up 24% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BOKF positions and 11 closed out — a net gain of 41 holders — while 65 added to existing stakes and 65 trimmed.

The largest buyer was Ariel Investments, adding an estimated $17.5M. The largest seller was Aristotle Capital Management, cutting an estimated $206M.

  • 210 institutional investors held BOK Financial (BOKF) as of Q4 2020, up from 170 in Q3 2020.
  • Funds reported $1.87B of BOK Financial stock for Q4 2020, up 24% quarter-over-quarter.
  • 52 funds opened new BOK Financial positions in Q4 2020 and 11 closed out, a net change of +41 holders.
  • The largest BOK Financial buyer in Q4 2020 was Ariel Investments, an estimated $17.5M added.
  • The largest BOK Financial seller in Q4 2020 was Aristotle Capital Management, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2020.