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BOK Financial
BOKF

Overview Fund Activity

189 hedge funds and large institutions have $2.81B invested in BOK Financial in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
47
Reduced
77
Closed
24
Calls
$1.77M
Puts
$401K
Net Calls
+$1.37M
Net Calls Change
-$626K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$267M
2
GKFF
2
George Kaiser Family Foundation
Oklahoma
$338M
3
RIM
3
Redwood Investment Management
Arizona
$6.03M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$5.17M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.82M

Top Sellers

1
CWM
1
CIBC World Markets
New York
$114M
2
BlackRock
2
BlackRock
New York
$140M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$17.7M
4
State Street
4
State Street
Massachusetts
$94.8M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
151
CI Investments Inc
Ontario, Canada
$124K -$13K -123 -9%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$113K – – –
SPIA
153
Steward Partners Investment Advisory
New York
$81K – – –
FHA
154
First Horizon Advisors
Tennessee
$74K -$2.12K -20 -3%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$63.4K -$633 -6 -1%
GWM
156
Geneos Wealth Management
Colorado
$63K +$63K +600 New
Macquarie Group
157
Macquarie Group
Australia
$61K -$21.3K -203 -26%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$53K – – –
AIG
159
American International Group
New York
$34K -$1.68K -16 -5%
C
160
Covestor
United Kingdom
$31K +$31K +294 New
TRCT
161
Tower Research Capital (TRC)
New York
$20K -$81.2K -784 -80%
BWM
162
Baystate Wealth Management
Massachusetts
$20K +$106 +1 +0.5%
CSB
163
City State Bank
Iowa
$19K +$19K +176 New
HFM
164
Harvest Fund Management
China
$17K – – –
QCG
165
Quadrant Capital Group
Ohio
$13K – – –
WT
166
Whittier Trust
California
$13K +$9.16K +86 +239%
HNB
167
Huntington National Bank
Ohio
$12K – – –
ZIG
168
Zullo Investment Group
Pennsylvania
$11K +$11K +100 New
RIM
169
Ranger Investment Management
Texas
$9K – – –
PA
170
Parallel Advisors
California
$9K +$3.29K +30 +58%
MAM
171
Meeder Asset Management
Ohio
$8K -$320 -3 -4%
DA
172
Denali Advisors
California
$7K -$903 -8 -11%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$6K – – –
BIA
174
Bell Investment Advisors
California
$4K – – –
QC
175
Quent Capital
New York
$4K +$4K +38 New
5 6
7
8 9