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BOK Financial
BOKF

Overview Fund Activity

170 hedge funds and large institutions have $1.5B invested in BOK Financial in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
47
Reduced
64
Closed
28
Calls
$1.56M
Puts
$2.17M
Net Calls
-$613K
Net Calls Change
-$861K

Top Buyers

1
AI
1
Ariel Investments
Illinois
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$67.9M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$18.1M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.65M

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$186M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$20.7M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
151
Baystate Wealth Management
Massachusetts
$9K +$98 +2 +1%
ASN
152
Advisory Services Network
Georgia
$8K +$8K +162 New
POIA
153
Pin Oak Investment Advisors
Texas
$5K – – –
QCG
154
Quadrant Capital Group
Ohio
$4K -$13.7K -239 -77%
Lazard Asset Management
155
Lazard Asset Management
New York
$4K -$10.4K -231 -72%
MAM
156
Meeder Asset Management
Ohio
$4K +$4K +78 New
PFBT
157
Parkside Financial Bank & Trust
Missouri
$3K – – –
PA
158
Parallel Advisors
California
$2K -$457 -8 -19%
WT
159
Whittier Trust
California
$2K – – –
TPCW
160
TD Private Client Wealth
New York
$1.34K – – –
Millennium Management
161
Millennium Management
New York
$1.23K +$1.23K +23,935 New
TFO
162
Tarbox Family Office
California
$1K – – –
GWS
163
Glassman Wealth Services
Virginia
$1K – – –
SBL
164
Sargent Bickham Lagudis
Colorado
$1K +$36 +1 +4%
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +13 New
SSB
166
Sandy Spring Bank
Maryland
$1K +$1K +22 New
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$12.7M -232,679 Closed
SCM
168
SKBA Capital Management
California
– -$5.73M -101,540 Closed
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
– -$1.8M -31,931 Closed
CB
170
Commerce Bank
Missouri
– -$1.56M -27,658 Closed
Comerica Bank
171
Comerica Bank
Texas
– -$758K -13,534 Closed
Voloridge Investment Management
172
Voloridge Investment Management
Florida
– -$732K -12,974 Closed
Mariner
173
Mariner
Kansas
– -$673K -11,930 Closed
PSUF
174
People's United Financial
Connecticut
– -$627K -11,106 Closed
RFC
175
Regions Financial Corp
Alabama
– -$474K -8,391 Closed
4 5 6
7
8