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BOK Financial
BOKF

Overview Fund Activity

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
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.42%
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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$22.1M
2
SSA
Schonfeld Strategic Advisors
New York
$25.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$125M
4
GKFF
George Kaiser Family Foundation
Oklahoma
$268M
5
GC
Gillson Capital
Illinois
$11.8M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$68M
2
Millennium Management
Millennium Management
New York
$7.99M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$109M
4
AI
Ariel Investments
Illinois
$191M
5
MAM
Martingale Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$388K -$90.9K -1,125 -19%
VRS
127
Virginia Retirement Systems
Virginia
$372K – – –
JCIA
128
Jackson Creek Investment Advisors
Colorado
$367K +$1.05K +13 +0.3%
AB
129
Amalgamated Bank
New York
$351K -$23.8K -294 -6%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$337K – – –
GT
131
Greenleaf Trust
Michigan
$337K -$5.74K -71 -2%
PMEF
132
Point72 Middle East FZE
United Arab Emirates
$335K -$343K -4,252 -51%
CCM
133
Chilton Capital Management
Texas
$333K +$1.86K +23 +0.6%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$325K – – –
Deutsche Bank
135
Deutsche Bank
Germany
$324K -$2.17M -26,909 -87%
PGF
136
Plan Group Financial
Oklahoma
$323K +$323K +4,000 New
HSBC Holdings
137
HSBC Holdings
United Kingdom
$319K -$276K -3,416 -46%
VI
138
Versor Investments
New York
$312K -$74.5K -922 -19%
Grantham, Mayo, Van Otterloo & Co (GMO)
139
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$299K – – –
AC
140
AXQ Capital
New Jersey
$293K +$293K +3,629 New
MC
141
Maverick Capital
Texas
$293K +$293K +3,621 New
PAMS
142
Pictet Asset Management (Switzerland)
Switzerland
$292K -$39.2K -485 -12%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$292K -$7.51K -93 -3%
CAI
144
Capital Advisors Inc
Oklahoma
$288K – – –
MM
145
MQS Management
New York
$269K +$269K +3,333 New
CANY
146
Caxton Associates (New York)
New York
$267K +$267K +3,301 New
HT
147
Heritage Trust
Oklahoma
$256K – – –
CG
148
Colony Group
Massachusetts
$252K -$303K -3,750 -55%
VPIM
149
Vanguard Personalized Indexing Management
California
$252K +$4.36K +54 +2%
E
150
Ergoteles
New York
$250K -$388K -4,798 -61%
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6
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