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BOK Financial
BOKF

Overview Fund Activity

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
Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.17%
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

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$52M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$20M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$16M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$199M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M

Top Sellers

1
AI
1
Ariel Investments
Illinois
$176M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$54.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M
4
BlackRock
4
BlackRock
New York
$113M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$366K – – –
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$333K +$46.7K +509 +16%
LPL Financial
128
LPL Financial
California
$332K -$22.5K -245 -6%
XT
129
XTX Topco
Cayman Islands
$329K +$83.6K +912 +34%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$328K -$538K -5,868 -62%
Victory Capital Management
131
Victory Capital Management
Texas
$306K -$10.6K -116 -3%
DFCM
132
Dark Forest Capital Management
Puerto Rico
$302K +$302K +3,295 New
AB
133
Amalgamated Bank
New York
$295K -$204K -2,225 -41%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$293K -$17.9K -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 -$7.33K -80 -3%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$268K +$7.43K +81 +3%
CAI
140
Capital Advisors Inc
Oklahoma
$267K -$59.2K -646 -18%
HighTower Advisors
141
HighTower Advisors
Illinois
$263K +$263K +2,870 New
CB
142
Commerce Bank
Missouri
$259K -$2.29K -25 -0.9%
VPIM
143
Vanguard Personalized Indexing Management
California
$258K +$39.5K +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 -$216K -2,360 -47%
CAM
147
Cresset Asset Management
Illinois
$245K +$245K +2,677 New
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$239K -$2.2K -24 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
149
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239K -$384K -4,187 -62%
IIC
150
Ironwood Investment Counsel
Arizona
$236K – – –
4 5
6
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