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BOK Financial
BOKF

Overview Fund Activity

171 hedge funds and large institutions have $1.7B invested in BOK Financial in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
–
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
55
Reduced
67
Closed
29
Calls
$3.13M
Puts
$2.89M
Net Calls
+$248K
Net Calls Change
+$4.13M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$66.1M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$69M
3
WHG
3
Westwood Holdings Group
Texas
$12.3M
4
State Street
4
State Street
Massachusetts
$43.2M
5
AI
5
Ariel Investments
Illinois
$85.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70M
2
Bank of America
2
Bank of America
North Carolina
$14.9M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$53.9M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
151
Column Capital Advisors
Indiana
$5K +$5K +105 New
CAN
152
Cetera Advisor Networks
California
$4K +$4K +78 New
LWM
153
Liberty Wealth Management
California
$3K +$1.42K +28 +90%
RWA
154
Ropes Wealth Advisors
Massachusetts
$3K +$3K +50 New
PFBT
155
Parkside Financial Bank & Trust
Missouri
$3K +$3K +59 New
PA
156
Parallel Advisors
California
$2K -$13.3K -287 -87%
SBL
157
Sargent Bickham Lagudis
Colorado
$2K – – –
WT
158
Whittier Trust
California
$2K – – –
TPCW
159
TD Private Client Wealth
New York
$1.47K – – –
OPS
160
Orion Portfolio Solutions
Nebraska
$1K -$5.23K -68 -84%
TFO
161
Tarbox Family Office
California
$1K – – –
GWS
162
Glassman Wealth Services
Virginia
$1K +$143 +2 +17%
VFA
163
Valeo Financial Advisors
Indiana
$1K +$1K +12 New
PAG
164
Private Advisor Group
New Jersey
$1K +$1K +17 New
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +18 New
Millennium Management
166
Millennium Management
New York
– -$9.37M -220,138 Closed
LSV Asset Management
167
LSV Asset Management
Illinois
– -$2.23M -52,300 Closed
JAM
168
Jupiter Asset Management
United Kingdom
– -$2.22M -52,229 Closed
PGCM
169
Prescott Group Capital Management
Oklahoma
– -$805K -18,903 Closed
Two Sigma Investments
170
Two Sigma Investments
New York
– -$725K -17,037 Closed
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
– -$724K -17,012 Closed
ANTB
172
AMG National Trust Bank
Colorado
– -$652K -15,329 Closed
WG
173
Winton Group
United Kingdom
– -$501K -11,776 Closed
TA
174
Teton Advisors
New York
– -$429K -10,090 Closed
SO
175
STRS Ohio
Ohio
– -$421K -9,893 Closed
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