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BOK Financial
BOKF

Overview Fund Activity

202 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
58
Reduced
71
Closed
24
Calls
$5.67M
Puts
$607K
Net Calls
+$5.06M
Net Calls Change
+$1.93M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$146M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$17.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$189M
4
Ameriprise
4
Ameriprise
Minnesota
$12.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$15.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.8M
2
State Street
2
State Street
Massachusetts
$75.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$27.2M
4
Millennium Management
4
Millennium Management
New York
$2.03M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
126
Walleye Trading
New York
$290K +$290K +3,149 New
FC
127
FORA Capital
Florida
$289K +$289K +3,144 New
Creative Planning
128
Creative Planning
Kansas
$287K +$287K +3,120 New
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$287K – – –
HF
130
HRT Financial
New York
$280K -$3.33M -36,239 -92%
Two Sigma Investments
131
Two Sigma Investments
New York
$279K +$279K +3,036 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$278K +$10.8K +117 +4%
Canada Life
133
Canada Life
Manitoba, Canada
$272K -$761K -8,258 -74%
GCM
134
Graham Capital Management
Connecticut
$263K -$904K -9,827 -77%
Osaic Holdings
135
Osaic Holdings
Arizona
$263K -$24.5K -266 -9%
CB
136
Commerce Bank
Missouri
$262K – – –
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$261K -$662K -7,203 -72%
RJA
138
Raymond James & Associates
Florida
$259K -$368 -4 -0.1%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$257K -$115K -1,245 -31%
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
$256K -$1.36M -14,741 -84%
XT
141
XTX Topco
Cayman Islands
$247K +$247K +2,682 New
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$242K +$4.42K +48 +2%
IIC
143
Ironwood Investment Counsel
Arizona
$237K – – –
VPIM
144
Vanguard Personalized Indexing Management
California
$219K +$219K +2,385 New
Prudential Financial
145
Prudential Financial
New Jersey
$219K -$5.52K -60 -2%
Principal Financial Group
146
Principal Financial Group
Iowa
$218K +$218K +2,370 New
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$214K -$46.9K -510 -18%
QCM
148
Quantinno Capital Management
New York
$205K +$205K +2,229 New
EA
149
Everpar Advisors
Oklahoma
$205K +$205K +2,226 New
RJFSA
150
Raymond James Financial Services Advisors
Florida
$202K +$202K +2,193 New
4 5
6
7 8