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BOK Financial
BOKF

Overview Fund Activity

193 hedge funds and large institutions have $2.34B invested in BOK Financial in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
28
Increased
80
Reduced
50
Closed
26
Calls
$651K
Puts
$4.6M
Net Calls
-$3.94M
Net Calls Change
-$2.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$54.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$41.6M
3
BlackRock
3
BlackRock
New York
$127M
4
Citigroup
4
Citigroup
New York
$16M
5
Ameriprise
5
Ameriprise
Minnesota
$48.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.3M
2
PCM
2
Penn Capital Management
Pennsylvania
$3.33M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.01M
4
Deutsche Bank
4
Deutsche Bank
Germany
$5.93M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
176
Wealthspire Advisors (Maryland)
Maryland
$9K +$6.58K +68 +272%
FPFS
177
First Personal Financial Services
North Carolina
$7K +$1.03K +10 +17%
PMFA
178
Plante Moran Financial Advisors
Michigan
$6K +$1.14K +12 +24%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$5.35K – – –
AIM
180
Assured Investment Management
New York
$4K -$916K -10,310 -100%
MIM
181
MetLife Investment Management
New Jersey
$3.5K +$3.5K +36 New
VCM
182
Versant Capital Management
Arizona
$3K – – –
EFSCE
183
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
LFA
184
Legacy Financial Advisors
Kentucky
$2K – – –
ASN
185
Advisory Services Network
Georgia
$2K – – –
DWM
186
Destination Wealth Management
California
$2K +$2K +16 New
CHP
187
Cable Hill Partners
Oregon
$2K +$2K +20 New
S
188
SignatureFD
Georgia
$1K -$9.83K -59 -91%
PCG
189
Private Capital Group
Connecticut
$1K – – –
PHK
190
Point72 Hong Kong
Hong Kong
$1K +$1K +15 New
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
– -$2.65M -28,167 Closed
Arrowstreet Capital
192
Arrowstreet Capital
Massachusetts
– -$2.16M -22,940 Closed
MWNA
193
Marshall Wace North America
New York
– -$2.01M -21,333 Closed
Capital Fund Management (CFM)
194
Capital Fund Management (CFM)
France
– -$1.62M -17,200 Closed
CG
195
Clinton Group
New York
– -$1.41M -14,968 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
– -$1.15M -12,267 Closed
GCP
197
GSA Capital Partners
United Kingdom
– -$748K -7,956 Closed
TI
198
Trexquant Investment
Connecticut
– -$566K -6,025 Closed
QT
199
Quantbot Technologies
New York
– -$540K -5,753 Closed
MAM
200
Meeder Asset Management
Ohio
– -$484K -5,150 Closed
5 6 7
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