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BOK Financial

218 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

12% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.69M

8% more funds holding

Funds holding: 202218 (+16)

0.09% more ownership

Funds ownership: 34.86%34.94% (+0.09%)

0% less capital invested

Capital invested by funds: $2.07B → $2.07B (-$5.38M)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
63
Reduced
76
Closed
18
Calls
$1.89M
Puts
$1.69M
Net Calls
+$201K
Net Calls Change
-$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$366K
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$333K +$46K +509 +16%
LPL Financial
128
LPL Financial
California
$332K -$22.1K -245 -6%
XT
129
XTX Topco
Cayman Islands
$329K +$82.4K +912 +34%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$328K -$530K -5,868 -62%
Victory Capital Management
131
Victory Capital Management
Texas
$306K -$10.5K -116 -3%
DFCM
132
Dark Forest Capital Management
Puerto Rico
$302K +$298K +3,295 New
AB
133
Amalgamated Bank
New York
$295K -$201K -2,225 -41%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$293K -$17.6K -195 -6%
HT
135
Heritage Trust
Oklahoma
$290K
CIA
136
Concurrent Investment Advisors
Florida
$289K
Canada Life
137
Canada Life
Manitoba, Canada
$271K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$270K -$7.23K -80 -3%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$268K +$7.32K +81 +3%
CAI
140
Capital Advisors Inc
Oklahoma
$267K -$58.4K -646 -18%
HighTower Advisors
141
HighTower Advisors
Illinois
$263K +$259K +2,870 New
CB
142
Commerce Bank
Missouri
$259K -$2.26K -25 -0.9%
VPIM
143
Vanguard Personalized Indexing Management
California
$258K +$38.9K +431 +18%
RJA
144
Raymond James & Associates
Florida
$258K
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$256K
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$246K -$213K -2,360 -47%
CAM
147
Cresset Asset Management
Illinois
$245K +$242K +2,677 New
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$239K -$2.17K -24 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
149
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239K -$378K -4,187 -62%
IIC
150
Ironwood Investment Counsel
Arizona
$236K

BOKF Hedge Fund Activity: Q2 2024 in Review

218 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2024, worth a combined $2.07B — down 0.26% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BOKF positions and 18 closed out — a net gain of 17 holders — while 63 added to existing stakes and 76 trimmed.

The largest buyer was CIBC World Market, opening a new position worth an estimated $51.2M. The largest seller was Ariel Investments, cutting an estimated $21.6M.

  • 218 institutional investors held BOK Financial (BOKF) as of Q2 2024, up from 202 in Q1 2024.
  • Funds reported $2.07B of BOK Financial stock for Q2 2024, down 0.26% quarter-over-quarter.
  • 35 funds opened new BOK Financial positions in Q2 2024 and 18 closed out, a net change of +17 holders.
  • The largest BOK Financial buyer in Q2 2024 was CIBC World Market, an estimated $51.2M added.
  • The largest BOK Financial seller in Q2 2024 was Ariel Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.