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BOK Financial

233 hedge funds and large institutions have $2.28B invested in BOK Financial in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $774K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $2.07B → $2.28B (+$219M)

7% more funds holding

Funds holding: 218233 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.88% less ownership

Funds ownership: 34.94%34.06% (-0.88%)

Holders
233
Holders Change
+15
Holders Change %
+6.88%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
71
Reduced
71
Closed
21
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
126
Greenleaf Trust
Michigan
$428K +$3.92K +39 +1%
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$421K +$406K +4,033 New
TRCT
128
Tower Research Capital (TRC)
New York
$420K -$485K -4,824 -55%
Pictet Asset Management
129
Pictet Asset Management
Switzerland
$418K
XT
130
XTX Topco
Cayman Islands
$412K +$34.8K +346 +10%
SSA
131
Schonfeld Strategic Advisors
New York
$406K -$258K -2,563 -40%
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$393K +$12.5K +124 +3%
PAS
133
Point72 Asia (Singapore)
Singapore
$374K +$317K +3,147 +742%
CAM
134
Cresset Asset Management
Illinois
$358K +$74.8K +743 +28%
PP
135
PDT Partners
New York
$347K -$84.1K -836 -20%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$335K +$38.6K +384 +14%
AFG
137
Argent Financial Group
Louisiana
$331K +$319K +3,167 New
CIA
138
Concurrent Investment Advisors
Florida
$330K
LPL Financial
139
LPL Financial
California
$328K -$48.9K -486 -13%
BFG
140
Bleakley Financial Group
New Jersey
$315K +$72.9K +724 +32%
PP
141
Paloma Partners
Connecticut
$315K +$303K +3,008 New
VPIM
142
Vanguard Personalized Indexing Management
California
$314K +$19.1K +190 +7%
Canada Life
143
Canada Life
Manitoba, Canada
$309K
VOYA Investment Management
144
VOYA Investment Management
Georgia
$309K -$24.8K -246 -8%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$308K
CB
146
Commerce Bank
Missouri
$295K
RJA
147
Raymond James & Associates
Florida
$295K
HighTower Advisors
148
HighTower Advisors
Illinois
$294K -$5.84K -58 -2%
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$292K
CAI
150
Capital Advisors Inc
Oklahoma
$275K -$29.2K -290 -10%

BOKF Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2024, worth a combined $2.28B — up 11% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BOKF positions and 21 closed out — a net gain of 16 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $50.3M. The largest seller was BOK Financial, cutting an estimated $54.6M.

  • 233 institutional investors held BOK Financial (BOKF) as of Q3 2024, up from 218 in Q2 2024.
  • Funds reported $2.28B of BOK Financial stock for Q3 2024, up 11% quarter-over-quarter.
  • 37 funds opened new BOK Financial positions in Q3 2024 and 21 closed out, a net change of +16 holders.
  • The largest BOK Financial buyer in Q3 2024 was CIBC World Market, an estimated $50.3M added.
  • The largest BOK Financial seller in Q3 2024 was BOK Financial, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2024.