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BOK Financial
BOKF

Overview Fund Activity

202 hedge funds and large institutions have $1.85B invested in BOK Financial in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-15
Holders Change %
-6.91%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
53
Reduced
81
Closed
38
Calls
$1.92M
Puts
$415K
Net Calls
+$1.5M
Net Calls Change
-$1.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$135M
2
FL
Fourthstone LLC
Missouri
$8.66M
3
First Trust Advisors
First Trust Advisors
Illinois
$18.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.37M
5
GC
Gillson Capital
Illinois
$16.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$86.5M
2
Millennium Management
Millennium Management
New York
$301K
3
AI
Ariel Investments
Illinois
$182M
4
State Street
State Street
Massachusetts
$64.1M
5
CSS
Cubist Systematic Strategies
Connecticut
$123K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
151
Cubist Systematic Strategies
Connecticut
$123K -$6.3M -78,721 -98%
Lazard Asset Management
152
Lazard Asset Management
New York
$100K +$68.4K +858 +217%
US Bancorp
153
US Bancorp
Minnesota
$90.1K -$2.4K -30 -3%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$78.1K +$78.1K +977 New
GIA
155
GHP Investment Advisors
Colorado
$64.9K +$64.9K +866 New
MIM
156
MetLife Investment Management
New Jersey
$44.9K – – –
CAS
157
Coppell Advisory Solutions
Texas
$43.5K +$43.5K +419 New
FHA
158
First Horizon Advisors
Tennessee
$36.4K -$4.8K -60 -12%
CI Investments Inc
159
CI Investments Inc
Ontario, Canada
$35K – – –
VAG
160
VisionPoint Advisory Group
Texas
$30.4K +$15.4K +192 +102%
KBC Group
161
KBC Group
Belgium
$29K +$29K +361 New
Comerica Bank
162
Comerica Bank
Texas
$28.2K +$28.2K +353 New
PH
163
Pinnacle Holdings
Oklahoma
$25.8K +$25.8K +322 New
C
164
Covestor
United Kingdom
$25K +$17K +214 +214%
LC
165
Lindbrook Capital
California
$23.6K +$5.43K +68 +30%
QL
166
Quarry LP
New York
$22.9K +$6.16K +77 +37%
AIG
167
American International Group
New York
$19.1K -$1.04K -13 -5%
Nomura Asset Management
168
Nomura Asset Management
Japan
$18.4K – – –
VWM
169
Venturi Wealth Management
Texas
$18K – – –
BWM
170
Baystate Wealth Management
Massachusetts
$15.7K +$160 +2 +1%
HFM
171
Harvest Fund Management
China
$14K – – –
CSB
172
City State Bank
Iowa
$14K – – –
TRCT
173
Tower Research Capital (TRC)
New York
$13.8K -$14.6K -183 -51%
RTC
174
Riverview Trust Company
Washington
$13.3K – – –
CTC
175
Central Trust Company
Missouri
$12K – – –
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7
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