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BOK Financial

217 hedge funds and large institutions have $1.94B invested in BOK Financial in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $1.43M

0.48% less ownership

Funds ownership: 36.46%35.97% (-0.48%)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

2% less funds holding

Funds holding: 221217 (-4)

6% less capital invested

Capital invested by funds: $2.06B → $1.94B (-$124M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
72
Reduced
76
Closed
31
Calls
$4.19M
Puts
$1.43M
Net Calls
+$2.76M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
151
Victory Capital Management
Texas
$249K -$5.77K -70 -2%
EI
152
Ethic Inc
New York
$248K +$253K +3,071 New
Osaic Holdings
153
Osaic Holdings
Arizona
$246K -$82 -1 -0%
VF
154
Virtu Financial
New York
$241K +$246K +2,990 New
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$240K -$135K -1,636 -35%
CB
156
Commerce Bank
Missouri
$238K +$11.2K +136 +5%
UBS Group
157
UBS Group
Switzerland
$237K -$690K -8,372 -74%
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$231K +$34K +412 +17%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$229K -$3.05K -37 -1%
TW
160
Transform Wealth
Colorado
$228K -$1.32K -16 -0.6%
RJA
161
Raymond James & Associates
Florida
$221K +$13.6K +165 +6%
New York State Teachers Retirement System (NYSTRS)
162
New York State Teachers Retirement System (NYSTRS)
New York
$211K
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$210K -$1.98K -24 -0.9%
IIC
164
Ironwood Investment Counsel
Arizona
$208K
TSS
165
Two Sigma Securities
New York
$203K +$207K +2,508 New
DCM
166
Dupont Capital Management
Delaware
$161K -$105K -1,274 -39%
ACM
167
Aquatic Capital Management
Illinois
$97K +$98.9K +1,200 New
US Bancorp
168
US Bancorp
Minnesota
$93.5K -$13.8K -167 -13%
DA
169
Denali Advisors
California
$55.7K +$8.82K +107 +18%
MIM
170
MetLife Investment Management
New Jersey
$45.3K -$3.3K -40 -7%
FHA
171
First Horizon Advisors
Tennessee
$41.6K
LSA
172
Lansing Street Advisors
Pennsylvania
$39.9K +$247 +3 +0.6%
HT
173
Headlands Technologies
Illinois
$39.3K +$40K +486 New
CI Investments Inc
174
CI Investments Inc
Ontario, Canada
$36K +$1.4K +17 +4%
HNB
175
Huntington National Bank
Ohio
$31.1K -$10.5K -128 -25%

BOKF Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2023, worth a combined $1.94B — down 6% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 72 added.

The largest buyer was Citadel Advisors, adding an estimated $14M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 217 institutional investors held BOK Financial (BOKF) as of Q2 2023, down from 221 in Q1 2023.
  • Funds reported $1.94B of BOK Financial stock for Q2 2023, down 6% quarter-over-quarter.
  • 27 funds opened new BOK Financial positions in Q2 2023 and 31 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2023 was Citadel Advisors, an estimated $14M added.
  • The largest BOK Financial seller in Q2 2023 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2023.