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BOK Financial
BOKF

Overview Fund Activity

202 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
58
Reduced
71
Closed
24
Calls
$5.67M
Puts
$607K
Net Calls
+$5.06M
Net Calls Change
+$1.93M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$146M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$17.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$189M
4
Ameriprise
4
Ameriprise
Minnesota
$12.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$15.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.8M
2
State Street
2
State Street
Massachusetts
$75.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$27.2M
4
Millennium Management
4
Millennium Management
New York
$2.03M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$501K 5,441 +1,318 +32%
Capstone Investment Advisors
102
Capstone Investment Advisors
New York
$490K 5,327 +5,327 New
HSBC Holdings
103
HSBC Holdings
United Kingdom
$488K 5,299 -7,722 -59%
Handelsbanken Fonder
104
Handelsbanken Fonder
Sweden
$485K 5,272 – –
SEI Investments
105
SEI Investments
Pennsylvania
$468K 5,088 +5,088 New
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$464K 5,041 -9,272 -65%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$457K 4,970 -1,089 -18%
LWAM
108
Legacy Wealth Asset Management
Minnesota
$454K 4,939 +26 +0.5%
Stifel Financial
109
Stifel Financial
Missouri
$449K 4,875 -716 -13%
WHG
110
Westwood Holdings Group
Texas
$427K 4,639 -61,433 -93%
GAM
111
Gotham Asset Management
New York
$424K 4,604 -52 -1%
CCM
112
Chilton Capital Management
Texas
$386K 4,194 +23 +0.6%
PP
113
PDT Partners
New York
$379K 4,120 -6,003 -59%
CM
114
Capula Management
Cayman Islands
$371K 4,038 +4,038 New
AA
115
ALPS Advisors
Colorado
$371K 4,037 +148 +4%
GT
116
Greenleaf Trust
Michigan
$371K 4,031 – –
Pictet Asset Management
117
Pictet Asset Management
Switzerland
$367K 3,992 – –
LPL Financial
118
LPL Financial
California
$356K 3,865 -298 -7%
GCP
119
GSA Capital Partners
United Kingdom
$334K 3,629 +632 +21%
BHCM
120
Brevan Howard Capital Management
Jersey
$332K 3,605 +3,605 New
CAI
121
Capital Advisors Inc
Oklahoma
$328K 3,561 – –
Victory Capital Management
122
Victory Capital Management
Texas
$318K 3,457 -172 -5%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$312K 3,393 -155 -4%
HT
124
Heritage Trust
Oklahoma
$291K 3,167 – –
CIA
125
Concurrent Investment Advisors
Florida
$290K 3,153 – –
3 4
5
6 7