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BOK Financial
BOKF

Overview Fund Activity

232 hedge funds and large institutions have $2.27B 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.36%
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
22
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$112M
2
Millennium Management
2
Millennium Management
New York
$20.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$238M
4
Citadel Advisors
4
Citadel Advisors
Florida
$42.6M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$24M

Top Sellers

1
BF
1
BOK Financial
Oklahoma
$13.2M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$35.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$255M
5
BlackRock
5
BlackRock
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
151
&Partners
Tennessee
$270K +$270K +2,578 New
IIC
152
Ironwood Investment Counsel
Arizona
$269K – – –
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$268K -$37.5K -359 -12%
LNWWM
154
Laird Norton Wetherby Wealth Management
California
$265K -$7.64K -73 -3%
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$256K – – –
Marshall Wace
156
Marshall Wace
United Kingdom
$248K +$248K +2,368 New
EA
157
Everpar Advisors
Oklahoma
$233K -$314 -3 -0.1%
RJFSA
158
Raymond James Financial Services Advisors
Florida
$230K +$314 +3 +0.1%
CGIM
159
Cannon Global Investment Management
Florida
$220K +$220K +2,100 New
FFM
160
Forum Financial Management
Illinois
$216K +$216K +2,060 New
LP
161
LMR Partners
United Kingdom
$210K +$210K +2,012 New
MM
162
MQS Management
New York
$210K +$210K +2,006 New
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$202K +$202K +1,934 New
SAG
164
SageView Advisory Group
California
$200K +$200K +1,912 New
SG Americas Securities
165
SG Americas Securities
New York
$181K +$181K +1,729 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$152K +$103K +989 +212%
FCM
167
Fourpath Capital Management
Oklahoma
$142K +$142K +1,356 New
AB
168
Amalgamated Bank
New York
$126K -$210K -2,010 -63%
Osaic Holdings
169
Osaic Holdings
Arizona
$115K -$2.2K -21 -2%
US Bancorp
170
US Bancorp
Minnesota
$101K -$3.98K -38 -4%
KBC Group
171
KBC Group
Belgium
$95K +$19.2K +183 +25%
GIA
172
GHP Investment Advisors
Colorado
$91.5K – – –
SCM
173
Sterling Capital Management
North Carolina
$90.5K +$90.5K +865 New
CI Investments Inc
174
CI Investments Inc
Ontario, Canada
$84K +$7.87K +75 +10%
CFM
175
Catalyst Funds Management
Australia
$83.7K +$83.7K +800 New
5 6
7
8 9