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BOK Financial
BOKF

Overview Fund Activity

171 hedge funds and large institutions have $1.28B invested in BOK Financial in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-19
Holders Change %
-10%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
70
Reduced
47
Closed
48
Calls
$3.47M
Puts
$7.35M
Net Calls
-$3.88M
Net Calls Change
-$1.53M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$52.9M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$13.2M
3
Artisan Partners
Artisan Partners
Wisconsin
+$8.36M
4
Millennium Management
Millennium Management
New York
+$8.02M
5
AI
Ariel Investments
Illinois
+$6.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$66M
2
Principal Financial Group
Principal Financial Group
Iowa
-$51.5M
3
Ameriprise
Ameriprise
Minnesota
-$26M
4
American Century Companies
American Century Companies
Missouri
-$9.48M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Meeder Asset Management
Ohio
$4K +$1.4K +33 +54%
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$3K -$409 -9 -12%
OPS
153
Orion Portfolio Solutions
Nebraska
$3K +$519 +14 +21%
S
154
SignatureFD
Georgia
$3K +$2.92K +75 +3,750%
WT
155
Whittier Trust
California
$2K – – –
TPCW
156
TD Private Client Wealth
New York
$1.11K +$1.11K +26 New
EFSCE
157
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
TFO
158
Tarbox Family Office
California
$1K – – –
GWS
159
Glassman Wealth Services
Virginia
$1K +$750 +9 +300%
LWM
160
Liberty Wealth Management
California
$1K +$323 +10 +48%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$1K +$778 +14 +350%
SFSIG
162
San Francisco Sentry Investment Group
California
$1K +$1K +16 New
DI
163
Disciplined Investments
Oklahoma
$1K +$1K +17 New
LC
164
Lindbrook Capital
California
$1K +$1K +25 New
SBL
165
Sargent Bickham Lagudis
Colorado
$1K +$1K +27 New
Wellington Management Group
166
Wellington Management Group
Massachusetts
– -$66M -754,801 Closed
Principal Financial Group
167
Principal Financial Group
Iowa
– -$51.5M -589,154 Closed
Ameriprise
168
Ameriprise
Minnesota
– -$26M -297,009 Closed
American Century Companies
169
American Century Companies
Missouri
– -$9.48M -108,465 Closed
GC
170
Guggenheim Capital
Illinois
– -$6.27M -71,743 Closed
RJA
171
Raymond James & Associates
Florida
– -$6.01M -68,806 Closed
PCM
172
Penn Capital Management
Pennsylvania
– -$2.17M -24,842 Closed
PI
173
PEAK6 Investments
Illinois
– -$2.12M -24,303 Closed
BA
174
Bridgewater Associates
Connecticut
– -$1.28M -14,648 Closed
Squarepoint
175
Squarepoint
New York
– -$857K -9,800 Closed
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