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BOK Financial
BOKF

Overview Fund Activity

192 hedge funds and large institutions have $2.1B invested in BOK Financial in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
42
Increased
65
Reduced
56
Closed
14
Calls
$4.31M
Puts
$5.45M
Net Calls
-$1.15M
Net Calls Change
-$1.34M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$50.9M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$240M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53M
4
Ameriprise
4
Ameriprise
Minnesota
$34.8M
5
State Street
5
State Street
Massachusetts
$94.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$68.8M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$61.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.3M
4
GC
4
Gillson Capital
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$21K -$5.61K -62 -21%
GT
177
Glenmede Trust
Pennsylvania
$17K – – –
TRCT
178
Tower Research Capital (TRC)
New York
$7K +$7K +73 New
MPPLM
179
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K – – –
S
180
SignatureFD
Georgia
$6K +$1.75K +19 +41%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$5.17K – – –
FPFS
182
First Personal Financial Services
North Carolina
$5K – – –
PMFA
183
Plante Moran Financial Advisors
Michigan
$5K +$5K +51 New
VCM
184
Versant Capital Management
Arizona
$3K – – –
LFA
185
Legacy Financial Advisors
Kentucky
$3K – – –
ASN
186
Advisory Services Network
Georgia
$2K -$6.96K -87 -78%
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
PCG
189
Private Capital Group
Connecticut
$1K – – –
PIA
190
Piedmont Investment Advisors
North Carolina
$1K +$1K +10 New
GC
191
Gillson Capital
Illinois
– -$9.33M -94,215 Closed
ACL
192
Azora Capital LP
Florida
– -$6.03M -60,900 Closed
WI
193
WBI Investments
New Jersey
– -$2.87M -28,950 Closed
FHAM
194
Folger Hill Asset Management
New York
– -$1.2M -12,100 Closed
RBA
195
Richard Bernstein Advisors
New York
– -$867K -8,757 Closed
Squarepoint
196
Squarepoint
New York
– -$813K -8,213 Closed
QSS
197
Quantitative Systematic Strategies
Florida
– -$491K -4,965 Closed
TSS
198
Two Sigma Securities
New York
– -$254K -2,570 Closed
PM
199
Parametrica Management
Hong Kong
– -$230K -2,328 Closed
HighTower Advisors
200
HighTower Advisors
Illinois
– -$213K -2,119 Closed
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