BOKF icon

BOK Financial
BOKF

Overview Fund Activity

166 hedge funds and large institutions have $2.19B invested in BOK Financial in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
58
Reduced
53
Closed
15
Calls
$2.76M
Puts
$2.57M
Net Calls
+$195K
Net Calls Change
+$603K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$25.2M
2
State Street
State Street
Massachusetts
$88.3M
3
SCA
Stieven Capital Advisors
Missouri
$18.9M
4
Aristotle Capital Management
Aristotle Capital Management
California
$228M
5
Citadel Advisors
Citadel Advisors
Florida
$9.53M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$80.4M
2
O
OppenheimerFunds
New York
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$21.4M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$6.26M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$16K – – –
ASN
152
Advisory Services Network
Georgia
$11K -$98 -1 -0.9%
MPPLM
153
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K – – –
FPFS
154
First Personal Financial Services
North Carolina
$6K – – –
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$5.44K +$5.44K +55 New
S
156
SignatureFD
Georgia
$5K +$5K +46 New
MGIA
157
Moneta Group Investment Advisors
Missouri
$3K -$3.09K -34 -51%
VCM
158
Versant Capital Management
Arizona
$3K – – –
EFSCE
159
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
LFA
161
Legacy Financial Advisors
Kentucky
$2K – – –
FMA
162
FNY Managed Accounts
New York
$1K -$133 -2 -12%
IA
163
IFP Advisors
Florida
$1K – – –
ML
164
McAdam LLC
Pennsylvania
$1K +$1K +12 New
PCG
165
Private Capital Group
Connecticut
$1K +$1K +14 New
O
166
OppenheimerFunds
New York
– -$13.8M -149,469 Closed
Lord, Abbett & Co
167
Lord, Abbett & Co
New Jersey
– -$7.44M -80,536 Closed
Prudential Financial
168
Prudential Financial
New Jersey
– -$565K -6,123 Closed
MWNA
169
Marshall Wace North America
New York
– -$535K -5,791 Closed
RQS
170
Ramsey Quantitative Systems
Kentucky
– -$305K -3,309 Closed
JG
171
Jefferies Group
New York
– -$260K -2,818 Closed
WC
172
Wexford Capital
Florida
– -$209K -2,259 Closed
CG
173
Cutler Group
California
– -$109K -1,190 Closed
IWP
174
Icon Wealth Partners
Texas
– -$25K -271 Closed
STA
175
Summit Trail Advisors
New York
– -$11K -117 Closed
4 5 6
7
8