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BOK Financial
BOKF

Overview Fund Activity

202 hedge funds and large institutions have $1.85B invested in BOK Financial in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-15
Holders Change %
-6.91%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
53
Reduced
81
Closed
38
Calls
$1.92M
Puts
$415K
Net Calls
+$1.5M
Net Calls Change
-$1.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$135M
2
FL
Fourthstone LLC
Missouri
$8.66M
3
First Trust Advisors
First Trust Advisors
Illinois
$18.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.37M
5
GC
Gillson Capital
Illinois
$16.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$86.5M
2
Millennium Management
Millennium Management
New York
$301K
3
AI
Ariel Investments
Illinois
$182M
4
State Street
State Street
Massachusetts
$64.1M
5
CSS
Cubist Systematic Strategies
Connecticut
$123K
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$287K -$1.52K -19 -0.5%
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$285K +$285K +3,567 New
CAI
128
Capital Advisors Inc
Oklahoma
$285K – – –
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$278K +$40.1K +501 +17%
UBS Group
130
UBS Group
Switzerland
$277K +$43.1K +539 +18%
GCP
131
GSA Capital Partners
United Kingdom
$271K +$271K +3,386 New
Renaissance Technologies
132
Renaissance Technologies
New York
$262K -$3.51M -43,900 -93%
MM
133
MQS Management
New York
$260K -$6.08K -76 -2%
HT
134
Heritage Trust
Oklahoma
$253K – – –
CG
135
Colony Group
Massachusetts
$250K – – –
Victory Capital Management
136
Victory Capital Management
Texas
$245K -$1.44K -18 -0.6%
NC
137
NinePointTwo Capital
California
$241K +$241K +3,020 New
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$228K +$560 +7 +0.2%
CB
139
Commerce Bank
Missouri
$228K -$8.32K -104 -4%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$227K – – –
TW
141
Transform Wealth
Colorado
$226K -$320 -4 -0.1%
VPIM
142
Vanguard Personalized Indexing Management
California
$225K -$24.6K -307 -10%
RJA
143
Raymond James & Associates
Florida
$219K – – –
Verition Fund Management
144
Verition Fund Management
Connecticut
$216K +$216K +2,702 New
LNWWM
145
Laird Norton Wetherby Wealth Management
California
$212K +$3.92K +49 +2%
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$209K -$6.22M -77,817 -97%
IIC
147
Ironwood Investment Counsel
Arizona
$206K – – –
SEI Investments
148
SEI Investments
Pennsylvania
$205K -$628K -7,855 -75%
CAM
149
Cresset Asset Management
Illinois
$202K +$202K +2,521 New
Deutsche Bank
150
Deutsche Bank
Germany
$147K -$173K -2,165 -54%
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