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BOK Financial

233 hedge funds and large institutions have $2.28B invested in BOK Financial in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $774K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $2.07B → $2.28B (+$219M)

7% more funds holding

Funds holding: 218233 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.88% less ownership

Funds ownership: 34.94%34.06% (-0.88%)

Holders
233
Holders Change
+15
Holders Change %
+6.88%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
71
Reduced
71
Closed
21
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
151
Guggenheim Capital
Illinois
$271K -$169K -1,683 -39%
P
152
&Partners
Tennessee
$270K +$259K +2,578 New
IIC
153
Ironwood Investment Counsel
Arizona
$269K
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$268K -$36.1K -359 -12%
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$265K -$7.35K -73 -3%
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$256K
Marshall Wace
157
Marshall Wace
United Kingdom
$248K +$238K +2,368 New
EA
158
Everpar Advisors
Oklahoma
$233K -$302 -3 -0.1%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$230K +$302 +3 +0.1%
CGIM
160
Cannon Global Investment Management
Florida
$220K +$211K +2,100 New
FFM
161
Forum Financial Management
Illinois
$216K +$207K +2,060 New
LP
162
LMR Partners
United Kingdom
$210K +$202K +2,012 New
MM
163
MQS Management
New York
$210K +$202K +2,006 New
CIBC Asset Management
164
CIBC Asset Management
Ontario, Canada
$202K +$195K +1,934 New
SAG
165
SageView Advisory Group
California
$200K +$192K +1,912 New
SG Americas Securities
166
SG Americas Securities
New York
$181K +$174K +1,729 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$152K +$99.5K +989 +212%
FCM
168
Fourpath Capital Management
Oklahoma
$142K +$136K +1,356 New
AB
169
Amalgamated Bank
New York
$126K -$202K -2,010 -63%
Osaic Holdings
170
Osaic Holdings
Arizona
$115K -$2.11K -21 -2%
US Bancorp
171
US Bancorp
Minnesota
$101K -$3.82K -38 -4%
KBC Group
172
KBC Group
Belgium
$95K +$18.4K +183 +25%
GIA
173
GHP Investment Advisors
Colorado
$91.5K
SCM
174
Sterling Capital Management
North Carolina
$90.5K +$87.1K +865 New
CI Investments Inc
175
CI Investments Inc
Ontario, Canada
$84K +$7.55K +75 +10%

BOKF Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2024, worth a combined $2.28B — up 11% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BOKF positions and 21 closed out — a net gain of 16 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $50.3M. The largest seller was BOK Financial, cutting an estimated $54.6M.

  • 233 institutional investors held BOK Financial (BOKF) as of Q3 2024, up from 218 in Q2 2024.
  • Funds reported $2.28B of BOK Financial stock for Q3 2024, up 11% quarter-over-quarter.
  • 37 funds opened new BOK Financial positions in Q3 2024 and 21 closed out, a net change of +16 holders.
  • The largest BOK Financial buyer in Q3 2024 was CIBC World Market, an estimated $50.3M added.
  • The largest BOK Financial seller in Q3 2024 was BOK Financial, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2024.