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BOK Financial
BOKF

182 hedge funds and large institutions have $2.37B invested in BOK Financial in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $866K | Put options by funds: $138K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.8% less ownership

Funds ownership: 41.17% → 39.36% (-1.8%)

3% less funds holding

Funds holding: 187 → 182 (-5)

7% less capital invested

Capital invested by funds: $2.56B → $2.37B (-$186M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

33% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 73

Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
49
Reduced
73
Closed
23
Calls
$866K
Puts
$138K
Net Calls
+$728K
Net Calls Change
+$1.41M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$38.7M
2
State Street
State Street
Massachusetts
+$17.8M
3
AI
Ariel Investments
Illinois
+$11.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.48M
5
PGCM
Prescott Group Capital Management
Oklahoma
+$4.33M

Top Sellers

Rank Fund Capital Flow
1
CWM
CIBC World Markets
New York
-$116M
2
BlackRock
BlackRock
New York
-$10.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.08M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.61M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$54.7K -$268 -3 -0.5%
EFSCE
152
Enterprise Financial Services Corp (EFSC)
Missouri
$48K – – –
LIM
153
Longfellow Investment Management
Massachusetts
$30K -$15.4K -172 -33%
DFCM
154
Dark Forest Capital Management
Puerto Rico
$22K +$22.3K +250 New
FMT
155
First Mercantile Trust
Tennessee
$21K -$2.95K -33 -12%
BCA
156
Berman Capital Advisors
Georgia
$21K – – –
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$21K – – –
BWM
158
Baystate Wealth Management
Massachusetts
$16K +$89 +1 +0.5%
QT
159
Quantbot Technologies
New York
$16K +$17K +190 New
HFM
160
Harvest Fund Management
China
$14K – – –
QCG
161
Quadrant Capital Group
Ohio
$11K – – –
HNB
162
Huntington National Bank
Ohio
$10K – – –
Simplex Trading
163
Simplex Trading
Illinois
$8K -$49.4K -553 -85%
MAM
164
Meeder Asset Management
Ohio
$7K -$609K -6,817 -99%
DA
165
Denali Advisors
California
$5K – – –
PFBT
166
Parkside Financial Bank & Trust
Missouri
$5K – – –
PA
167
Parallel Advisors
California
$4K +$1.7K +19 +61%
First Manhattan
168
First Manhattan
New York
$4K +$4.74K +53 New
WT
169
Whittier Trust
California
$3K – – –
SFO
170
Standard Family Office
South Dakota
$2K – – –
TFO
171
Tarbox Family Office
California
$2K – – –
SOW
172
State of Wyoming
Wyoming
$2K +$1.79K +20 New
CFA
173
Carroll Financial Associates
North Carolina
$1K – – –
DI
174
Disciplined Investments
Oklahoma
$1K – – –
GWS
175
Glassman Wealth Services
Virginia
$1K – – –
5 6
7
8 9

BOKF Hedge Fund Activity: Q2 2021 in Review

182 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2021, worth a combined $2.37B — down 7.3% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BOKF and 19 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 49 added.

The largest buyer was Capital Research Global Investors, adding an estimated $38.7M. The largest seller was CIBC World Markets, cutting an estimated $116M.

  • 182 institutional investors held BOK Financial (BOKF) as of Q2 2021, down from 187 in Q1 2021.
  • Funds reported $2.37B of BOK Financial stock for Q2 2021, down 7.3% quarter-over-quarter.
  • 19 funds opened new BOK Financial positions in Q2 2021 and 23 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2021 was Capital Research Global Investors, an estimated $38.7M added.
  • The largest BOK Financial seller in Q2 2021 was CIBC World Markets, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.