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BOK Financial
BOKF

Overview Fund Activity

197 hedge funds and large institutions have $1.93B invested in BOK Financial in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 59 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-5
Holders Change %
-2.48%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
77
Reduced
59
Closed
34
Calls
$3.2M
Puts
$69K
Net Calls
+$3.13M
Net Calls Change
+$1.63M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$163M
2
State Street
2
State Street
Massachusetts
$86.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$21.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$37.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$810K
2
SSA
2
Schonfeld Strategic Advisors
New York
$231K
3
GC
3
Gillson Capital
Illinois
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$625K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
126
Capital Advisors Inc
Oklahoma
$305K – – –
VOYA Investment Management
127
VOYA Investment Management
Georgia
$304K -$3.68K -43 -1%
TRCT
128
Tower Research Capital (TRC)
New York
$301K +$287K +3,346 +1,934%
CC
129
Corton Capital
Ontario, Canada
$283K +$283K +3,305 New
HT
130
Heritage Trust
Oklahoma
$271K – – –
CIA
131
Concurrent Investment Advisors
Florida
$270K +$270K +3,153 New
Osaic Holdings
132
Osaic Holdings
Arizona
$268K -$116K -1,348 -30%
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$267K +$267K +3,121 New
NC
134
NinePointTwo Capital
California
$258K – – –
GCP
135
GSA Capital Partners
United Kingdom
$257K -$33.4K -389 -11%
CAM
136
Cresset Asset Management
Illinois
$253K +$36.7K +429 +17%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$250K +$250K +2,916 New
AC
138
AXQ Capital
New Jersey
$249K +$249K +2,909 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$249K +$5.57K +65 +2%
CB
140
Commerce Bank
Missouri
$244K – – –
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$243K -$55.2K -644 -19%
RJA
142
Raymond James & Associates
Florida
$241K +$6.68K +78 +3%
SSA
143
Schonfeld Strategic Advisors
New York
$231K -$27.6M -322,536 -99%
LNWWM
144
Laird Norton Wetherby Wealth Management
California
$221K -$6.17K -72 -3%
IIC
145
Ironwood Investment Counsel
Arizona
$220K – – –
TW
146
Transform Wealth
Colorado
$212K -$30K -350 -12%
Prudential Financial
147
Prudential Financial
New Jersey
$209K +$209K +2,437 New
EC
148
Elequin Capital
New York
$173K +$173K +2,019 New
A
149
AlphaQuest
New York
$134K +$134K +1,561 New
Deutsche Bank
150
Deutsche Bank
Germany
$132K -$25.4K -296 -16%
4 5
6
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