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BOK Financial
BOKF

Overview Fund Activity

204 hedge funds and large institutions have $2.35B invested in BOK Financial in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-4
Holders Change %
-1.92%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
33
Increased
61
Reduced
76
Closed
34
Calls
$1.51M
Puts
$6.16M
Net Calls
-$4.65M
Net Calls Change
-$5.25M

Top Buyers

1
CWM
1
CIBC World Markets
New York
$67.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$87.1M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$36.7M
4
Millennium Management
4
Millennium Management
New York
$20.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.79M

Top Sellers

1
GKFF
1
George Kaiser Family Foundation
Oklahoma
$242M
2
Citadel Advisors
2
Citadel Advisors
Florida
$571K
3
Ameriprise
3
Ameriprise
Minnesota
$32M
4
State Street
4
State Street
Massachusetts
$83.3M
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$169K -$35.3K -434 -17%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$158K -$8.59K -105 -5%
AG
153
Advisor Group
Arizona
$154K -$5.2K -64 -3%
PH
154
Pinnacle Holdings
Oklahoma
$128K +$95K +1,165 +284%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$97K – – –
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$90K -$1.63K -20 -2%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$89K -$31.9K -386 -26%
MSE
158
MUFG Securities EMEA
United Kingdom
$88K – – –
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$58.6K +$13K +160 +29%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$57K +$3.11K +38 +6%
MWNA
161
Marshall Wace North America
New York
$50K +$50K +610 New
AIG
162
American International Group
New York
$49K -$359K -4,390 -88%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$42K +$42K +510 New
TRCT
164
Tower Research Capital (TRC)
New York
$40K -$74.5K -907 -65%
HNB
165
Huntington National Bank
Ohio
$40K – – –
AIM
166
Assured Investment Management
New York
$38K +$38K +467 New
NFG
167
Next Financial Group
Texas
$37K – – –
PA
168
Parallel Advisors
California
$37K +$7.35K +90 +25%
NFH
169
NEXT Financial Holdings
Texas
$37K +$37K +450 New
NIT
170
NumerixS Investment Technologies
British Columbia, Canada
$32K -$8K -100 -20%
SMFS
171
Squar Milner Financial Services
California
$32K – – –
FHA
172
First Horizon Advisors
Tennessee
$24K -$5.72K -71 -19%
IWP
173
Icon Wealth Partners
Texas
$21K +$21K +254 New
PCP
174
Proficio Capital Partners
Massachusetts
$18K -$323 -4 -2%
Asset Management One
175
Asset Management One
Japan
$16K -$56K -700 -78%
5 6
7
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