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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
Jane Street
76
Jane Street
New York
$1.31M +$856K +10,391 +179%
VBA
77
Van Berkom & Associates
Quebec, Canada
$1.28M
OAM
78
Oppenheimer Asset Management
New York
$1.27M -$14.1K -171 -1%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$1.27M -$302K -3,670 -19%
SO
80
STRS Ohio
Ohio
$1.22M -$413K -5,006 -25%
Marshall Wace
81
Marshall Wace
United Kingdom
$1.19M +$1.21M +14,726 New
Squarepoint
82
Squarepoint
New York
$1.18M +$830K +10,077 +222%
QC
83
Quadrature Capital
United Kingdom
$1.18M +$1.2M +14,569 New
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$1.16M -$717K -8,702 -38%
PCM
85
Polaris Capital Management
Massachusetts
$1.14M +$461K +5,600 +66%
PCMU
86
Paragon Capital Management (Utah)
Utah
$1.12M +$239K +2,898 +26%
TC
87
TwinBeech Capital
New York
$1.11M +$1.13M +13,747 New
GAM
88
Gotham Asset Management
New York
$1.1M -$362K -4,395 -24%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$1.1M +$412 +5 +0%
ECM
90
ExodusPoint Capital Management
New York
$1.1M -$5.52M -67,016 -83%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.08M -$1.08M -13,063 -49%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.07M -$133K -1,611 -11%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$1.05M -$15.3K -186 -1%
SC
94
Skylands Capital
Wisconsin
$1.01M +$1.03M +12,550 New
Walleye Trading
95
Walleye Trading
New York
$1.01M +$149K +1,808 +17%
AllianceBernstein
96
AllianceBernstein
Tennessee
$998K +$82.1K +996 +9%
EGM
97
Engineers Gate Manager
New York
$996K +$119K +1,439 +13%
PA
98
Probity Advisors
Texas
$993K +$1.01M +12,295 New
YIH
99
Y-Intercept (HK)
Hong Kong
$904K +$923K +11,197 New
TI
100
Trexquant Investment
Connecticut
$894K +$426K +5,170 +88%

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.