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BOK Financial
BOKF

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

342% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $401K

20% more capital invested

Capital invested by funds: $2.33B → $2.81B (+$472M)

1.05% more ownership

Funds ownership: 37.77% → 38.82% (+1%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 190 → 189 (-1)

39% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 77

Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.91%
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
Fidelity Investments
Massachusetts
+$91.1M
2
GKFF
George Kaiser Family Foundation
Oklahoma
+$31.9M
3
RIM
Redwood Investment Management
Arizona
+$5.87M
4
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.03M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.97M

Top Sellers

1
CWM
CIBC World Markets
New York
-$29.1M
2
BlackRock
BlackRock
New York
-$7.73M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$6.88M
4
State Street
State Street
Massachusetts
-$6.26M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
151
CI Investments Inc
Ontario, Canada
$124K -$12.6K -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 -$2.05K -20 -3%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$63.4K -$616 -6 -1%
GWM
156
Geneos Wealth Management
Colorado
$63K +$61.6K +600 New
Macquarie Group
157
Macquarie Group
Australia
$61K -$20.8K -203 -26%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$53K – – –
AIG
159
American International Group
New York
$34K -$1.64K -16 -5%
C
160
Covestor
United Kingdom
$31K +$30.2K +294 New
TRCT
161
Tower Research Capital (TRC)
New York
$20K -$80.5K -784 -80%
BWM
162
Baystate Wealth Management
Massachusetts
$20K +$103 +1 +0.5%
CSB
163
City State Bank
Iowa
$19K +$18.1K +176 New
HFM
164
Harvest Fund Management
China
$17K – – –
QCG
165
Quadrant Capital Group
Ohio
$13K – – –
WT
166
Whittier Trust
California
$13K +$8.83K +86 +239%
HNB
167
Huntington National Bank
Ohio
$12K – – –
ZIG
168
Zullo Investment Group
Pennsylvania
$11K +$10.3K +100 New
RIM
169
Ranger Investment Management
Texas
$9K – – –
PA
170
Parallel Advisors
California
$9K +$3.08K +30 +58%
MAM
171
Meeder Asset Management
Ohio
$8K -$308 -3 -4%
DA
172
Denali Advisors
California
$7K -$821 -8 -11%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$6K – – –
BIA
174
Bell Investment Advisors
California
$4K – – –
QC
175
Quent Capital
New York
$4K +$3.9K +38 New
5 6
7
8 9

BOKF Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2021, worth a combined $2.81B — up 20% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BOKF positions and 24 closed out — a net gain of 2 holders — while 47 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.1M. The largest seller was CIBC World Markets, cutting an estimated $29.1M.

  • 189 institutional investors held BOK Financial (BOKF) as of Q4 2021, down from 190 in Q3 2021.
  • Funds reported $2.81B of BOK Financial stock for Q4 2021, up 20% quarter-over-quarter.
  • 26 funds opened new BOK Financial positions in Q4 2021 and 24 closed out, a net change of +2 holders.
  • The largest BOK Financial buyer in Q4 2021 was Fidelity Investments, an estimated $91.1M added.
  • The largest BOK Financial seller in Q4 2021 was CIBC World Markets, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2021.