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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
GGS
101
Galvin Gaustad & Stein
Arizona
$874K
SEI Investments
102
SEI Investments
Pennsylvania
$841K +$858K +10,416 New
Mariner
103
Mariner
Kansas
$786K +$117K +1,422 +17%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$690K +$198K +2,402 +40%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$683K
ASRS
106
Arizona State Retirement System
Arizona
$682K -$27K -328 -4%
Luther King Capital Management (LKCM)
107
Luther King Capital Management (LKCM)
Texas
$675K
Canada Life
108
Canada Life
Manitoba, Canada
$635K +$35.4K +430 +6%
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$629K -$1.7M -20,600 -73%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$628K -$4.45M -53,982 -89%
QCM
111
Quantinno Capital Management
New York
$600K +$612K +7,430 New
Ameriprise
112
Ameriprise
Minnesota
$588K +$40.8K +495 +7%
PA
113
Parallel Advisors
California
$583K +$1.98K +24 +0.3%
American Century Companies
114
American Century Companies
Missouri
$579K +$6.02K +73 +1%
IMRF
115
Illinois Municipal Retirement Fund
Illinois
$579K
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$558K
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$531K -$107K -1,296 -16%
ERWM
118
Elk River Wealth Management
Colorado
$530K
CL
119
COWA LLC
Oklahoma
$501K
Stifel Financial
120
Stifel Financial
Missouri
$475K +$42.4K +515 +10%
RMC
121
Resources Management Corp
Connecticut
$448K -$1.47M -17,850 -76%
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$426K
IIM
123
INTECH Investment Management
Florida
$411K +$420K +5,094 New
LWAM
124
Legacy Wealth Asset Management
Minnesota
$394K +$8.98K +109 +2%
AIM
125
Aigen Investment Management
New York
$391K -$156K -1,896 -28%

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.