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BOK Financial

218 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

12% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.69M

8% more funds holding

Funds holding: 202218 (+16)

0.09% more ownership

Funds ownership: 34.86%34.94% (+0.09%)

0% less capital invested

Capital invested by funds: $2.07B → $2.07B (-$5.38M)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
63
Reduced
76
Closed
18
Calls
$1.89M
Puts
$1.69M
Net Calls
+$201K
Net Calls Change
-$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Wolverine Asset Management
Illinois
$1.2M +$372K +4,119 +46%
SC
77
Savant Capital
Illinois
$1.2M -$227K -2,516 -16%
AAG
78
Avalon Advisory Group
Pennsylvania
$1.19M
Millennium Management
79
Millennium Management
New York
$1.17M -$843K -9,330 -42%
DM
80
Deerfield Management
New York
$1.1M +$1.09M +12,026 New
PA
81
Probity Advisors
Texas
$1.1M -$3.79K -42 -0.4%
APF
82
Alaska Permanent Fund
Alaska
$1.08M -$798K -8,832 -46%
Jane Street
83
Jane Street
New York
$997K -$473K -5,235 -32%
GGS
84
Galvin Gaustad & Stein
Arizona
$991K
I
85
InceptionR
California
$959K +$946K +10,465 New
AllianceBernstein
86
AllianceBernstein
Tennessee
$944K -$178K -1,973 -16%
Treasurer of the State of North Carolina
87
Treasurer of the State of North Carolina
North Carolina
$905K -$223K -2,472 -20%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$901K +$637K +7,047 +253%
Mariner
89
Mariner
Kansas
$882K -$5.15K -57 -0.6%
ERWM
90
Elk River Wealth Management
Colorado
$838K +$103K +1,144 +14%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$835K -$174K -1,921 -17%
TRCT
92
Tower Research Capital (TRC)
New York
$810K +$776K +8,585 +3,448%
TI
93
Tidal Investments
Wisconsin
$804K +$793K +8,772 New
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$755K -$397K -4,390 -35%
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$754K -$5.6K -62 -0.7%
ASRS
96
Arizona State Retirement System
Arizona
$746K +$1.9K +21 +0.3%
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
$737K
Neuberger Berman Group
98
Neuberger Berman Group
New York
$696K -$11.7K -130 -2%
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$657K
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$633K

BOKF Hedge Fund Activity: Q2 2024 in Review

218 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2024, worth a combined $2.07B — down 0.26% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BOKF positions and 18 closed out — a net gain of 17 holders — while 63 added to existing stakes and 76 trimmed.

The largest buyer was CIBC World Market, opening a new position worth an estimated $51.2M. The largest seller was Ariel Investments, cutting an estimated $21.6M.

  • 218 institutional investors held BOK Financial (BOKF) as of Q2 2024, up from 202 in Q1 2024.
  • Funds reported $2.07B of BOK Financial stock for Q2 2024, down 0.26% quarter-over-quarter.
  • 35 funds opened new BOK Financial positions in Q2 2024 and 18 closed out, a net change of +17 holders.
  • The largest BOK Financial buyer in Q2 2024 was CIBC World Market, an estimated $51.2M added.
  • The largest BOK Financial seller in Q2 2024 was Ariel Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.