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BOK Financial
BOKF

Overview Fund Activity

189 hedge funds and large institutions have $2.81B invested in BOK Financial in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
47
Reduced
77
Closed
24
Calls
$1.77M
Puts
$401K
Net Calls
+$1.37M
Net Calls Change
-$626K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$267M
2
GKFF
2
George Kaiser Family Foundation
Oklahoma
$338M
3
RIM
3
Redwood Investment Management
Arizona
$6.03M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$5.17M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.82M

Top Sellers

1
CWM
1
CIBC World Markets
New York
$114M
2
BlackRock
2
BlackRock
New York
$140M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$17.7M
4
State Street
4
State Street
Massachusetts
$94.8M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$284K +$41.1K +390 +17%
MSRPS
127
Maryland State Retirement & Pension System
Maryland
$280K – – –
PL
128
Pluribus Labs
California
$279K +$279K +2,647 New
ProShare Advisors
129
ProShare Advisors
Maryland
$275K -$1.27K -12 -0.5%
ERWM
130
Elk River Wealth Management
Colorado
$274K +$13.9K +132 +5%
IIC
131
Ironwood Investment Counsel
Arizona
$271K – – –
LNWWM
132
Laird Norton Wetherby Wealth Management
California
$271K +$1.69K +16 +0.6%
UCFA
133
United Capital Financial Advisors
Texas
$259K -$3.28K -31 -1%
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$258K -$12.7K -120 -5%
VPIM
135
Vanguard Personalized Indexing Management
California
$255K +$255K +2,416 New
DTL
136
Dynamic Technology Lab
Singapore
$255K +$255K +2,420 New
PCMC
137
Paragon Capital Management (Colorado)
Colorado
$244K -$2.85K -27 -1%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$241K -$1.48K -14 -0.6%
APG
139
Abacus Planning Group
South Carolina
$230K +$230K +2,181 New
Osaic Holdings
140
Osaic Holdings
Arizona
$226K +$10.5K +99 +5%
PAMS
141
Pictet Asset Management (Switzerland)
Switzerland
$226K +$226K +2,143 New
Principal Financial Group
142
Principal Financial Group
Iowa
$221K -$34.9K -331 -14%
FFM
143
Forum Financial Management
Illinois
$217K +$217K +2,055 New
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$215K +$202K +1,918 +1,572%
QCM
145
Quantinno Capital Management
New York
$215K +$215K +2,034 New
SWA
146
SFMG Wealth Advisors
Texas
$208K +$208K +1,969 New
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
$196K – – –
Deutsche Bank
148
Deutsche Bank
Germany
$191K -$65.9K -625 -26%
Canada Life
149
Canada Life
Manitoba, Canada
$179K – – –
US Bancorp
150
US Bancorp
Minnesota
$167K -$6.43K -61 -4%
4 5
6
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