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BOK Financial

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

33% more capital invested

Capital invested by funds: $1.28B → $1.7B (+$421M)

9% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $2.88M

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0.18% more ownership

Funds ownership: 42.67%42.85% (+0.18%)

0% more funds holding

Funds holding: 171171 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

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
$2.88M
Net Calls
+$248K
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Column Capital Advisors
Indiana
$5K +$5.38K +105 New
CAN
152
Cetera Advisor Networks
California
$4K +$3.99K +78 New
LWM
153
Liberty Wealth Management
California
$3K +$1.43K +28 +90%
RWA
154
Ropes Wealth Advisors
Massachusetts
$3K +$2.56K +50 New
PFBT
155
Parkside Financial Bank & Trust
Missouri
$3K +$3.02K +59 New
PA
156
Parallel Advisors
California
$2K -$14.7K -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 -$3.48K -68 -84%
TFO
161
Tarbox Family Office
California
$1K
GWS
162
Glassman Wealth Services
Virginia
$1K +$102 +2 +17%
VFA
163
Valeo Financial Advisors
Indiana
$1K +$614 +12 New
PAG
164
Private Advisor Group
New Jersey
$1K +$870 +17 New
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$1K +$921 +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

BOKF Hedge Fund Activity: Q2 2020 in Review

171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2020, worth a combined $1.7B — up 33% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BOKF positions and 29 closed out — a net gain of 1 holder — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $16.1M. The largest seller was Fidelity Investments, cutting an estimated $13.4M.

  • 171 institutional investors held BOK Financial (BOKF) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.7B of BOK Financial stock for Q2 2020, up 33% quarter-over-quarter.
  • 30 funds opened new BOK Financial positions in Q2 2020 and 29 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2020 was Dimensional Fund Advisors, an estimated $16.1M added.
  • The largest BOK Financial seller in Q2 2020 was Fidelity Investments, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.