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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
LPL Financial
126
LPL Financial
California
$388K -$92.7K -1,125 -19%
VRS
127
Virginia Retirement Systems
Virginia
$372K
JCIA
128
Jackson Creek Investment Advisors
Colorado
$367K +$1.07K +13 +0.3%
AB
129
Amalgamated Bank
New York
$351K -$24.2K -294 -6%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$337K
GT
131
Greenleaf Trust
Michigan
$337K -$5.85K -71 -2%
PMEF
132
Point72 Middle East FZE
United Arab Emirates
$335K -$350K -4,252 -51%
CCM
133
Chilton Capital Management
Texas
$333K +$1.9K +23 +0.6%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$325K
Deutsche Bank
135
Deutsche Bank
Germany
$324K -$2.22M -26,909 -87%
PGF
136
Plan Group Financial
Oklahoma
$323K +$330K +4,000 New
HSBC Holdings
137
HSBC Holdings
United Kingdom
$319K -$282K -3,416 -46%
VI
138
Versor Investments
New York
$312K -$76K -922 -19%
Grantham, Mayo, Van Otterloo & Co (GMO)
139
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$299K
AC
140
AXQ Capital
New Jersey
$293K +$299K +3,629 New
MC
141
Maverick Capital
Texas
$293K +$298K +3,621 New
PAMS
142
Pictet Asset Management (Switzerland)
Switzerland
$292K -$40K -485 -12%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$292K -$7.66K -93 -3%
CAI
144
Capital Advisors Inc
Oklahoma
$288K
MM
145
MQS Management
New York
$269K +$275K +3,333 New
CANY
146
Caxton Associates (New York)
New York
$267K +$272K +3,301 New
HT
147
Heritage Trust
Oklahoma
$256K
CG
148
Colony Group
Massachusetts
$252K -$309K -3,750 -55%
VPIM
149
Vanguard Personalized Indexing Management
California
$252K +$4.45K +54 +2%
E
150
Ergoteles
New York
$250K -$395K -4,798 -61%

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.