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BOK Financial

210 hedge funds and large institutions have $1.87B invested in BOK Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 11

104% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $746K

24% more capital invested

Capital invested by funds: $1.5B → $1.87B (+$366M)

24% more funds holding

Funds holding: 170210 (+40)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

2.72% less ownership

Funds ownership: 41.53%38.81% (-2.7%)

Holders
210
Holders Change
+40
Holders Change %
+23.53%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
65
Reduced
65
Closed
11
Calls
$1.52M
Puts
$746K
Net Calls
+$775K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$258K -$9.34K -145 -4%
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$252K -$68.2K -1,059 -22%
CAI
153
Capital Advisors Inc
Oklahoma
$250K +$235K +3,646 New
PHK
154
Point72 Hong Kong
Hong Kong
$237K -$273K -4,244 -55%
TC
155
Telemus Capital
Michigan
$232K +$218K +3,383 New
AIM
156
Aigen Investment Management
New York
$230K +$217K +3,363 New
ACI
157
AMP Capital Investors
Australia
$228K +$213K +3,300 New
HT
158
Heritage Trust
Oklahoma
$217K +$204K +3,167 New
FA
159
FDx Advisors
Illinois
$212K +$200K +3,100 New
HighTower Advisors
160
HighTower Advisors
Illinois
$209K +$197K +3,054 New
TRCT
161
Tower Research Capital (TRC)
New York
$175K -$88.9K -1,379 -35%
Deutsche Bank
162
Deutsche Bank
Germany
$160K -$27.6K -428 -15%
Canada Life
163
Canada Life
Manitoba, Canada
$160K
US Bancorp
164
US Bancorp
Minnesota
$158K +$1.16K +18 +0.8%
PAM
165
Panagora Asset Management
Massachusetts
$157K -$40.6K -630 -22%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$138K -$1.16K -18 -1%
Simplex Trading
167
Simplex Trading
Illinois
$126K +$119K +1,851 New
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$122K
SFS
169
Sowell Financial Services
Arkansas
$122K +$89.8K +1,394 +359%
Macquarie Group
170
Macquarie Group
Australia
$79K -$4.87M -75,503 -98%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$68K +$62.7K +973 +7,485%
CI Investments Inc
172
CI Investments Inc
Ontario, Canada
$52K +$12.4K +192 +34%
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$41.8K -$1.22K -19 -3%
QT
174
Quantbot Technologies
New York
$38K -$331K -5,137 -90%
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$38K

BOKF Hedge Fund Activity: Q4 2020 in Review

210 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2020, worth a combined $1.87B — up 24% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BOKF positions and 11 closed out — a net gain of 41 holders — while 65 added to existing stakes and 65 trimmed.

The largest buyer was Ariel Investments, adding an estimated $17.5M. The largest seller was Aristotle Capital Management, cutting an estimated $206M.

  • 210 institutional investors held BOK Financial (BOKF) as of Q4 2020, up from 170 in Q3 2020.
  • Funds reported $1.87B of BOK Financial stock for Q4 2020, up 24% quarter-over-quarter.
  • 52 funds opened new BOK Financial positions in Q4 2020 and 11 closed out, a net change of +41 holders.
  • The largest BOK Financial buyer in Q4 2020 was Ariel Investments, an estimated $17.5M added.
  • The largest BOK Financial seller in Q4 2020 was Aristotle Capital Management, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2020.