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BOK Financial
BOKF

Overview Fund Activity

204 hedge funds and large institutions have $2.35B invested in BOK Financial in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-4
Holders Change %
-1.92%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
33
Increased
61
Reduced
76
Closed
34
Calls
$1.51M
Puts
$6.16M
Net Calls
-$4.65M
Net Calls Change
-$5.25M

Top Buyers

1
CWM
1
CIBC World Markets
New York
$67.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$87.1M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$36.7M
4
Millennium Management
4
Millennium Management
New York
$20.7M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.79M

Top Sellers

1
GKFF
1
George Kaiser Family Foundation
Oklahoma
$242M
2
Citadel Advisors
2
Citadel Advisors
Florida
$571K
3
Ameriprise
3
Ameriprise
Minnesota
$32M
4
State Street
4
State Street
Massachusetts
$83.3M
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
Cutler Group
California
$16K -$3.28K -41 -17%
GAM
177
Gemmer Asset Management
California
$12K +$12K +152 New
POIA
178
Pin Oak Investment Advisors
Texas
$10K – – –
Bessemer Group
179
Bessemer Group
New Jersey
$7K -$8.54K -100 -55%
FPFS
180
First Personal Financial Services
North Carolina
$6K – – –
PMFA
181
Plante Moran Financial Advisors
Michigan
$5K – – –
FNB
182
Farmers National Bank
Kentucky
$4K +$4K +44 New
MIM
183
MetLife Investment Management
New Jersey
$3.59K – – –
Federated Hermes
184
Federated Hermes
Pennsylvania
$3K – – –
VCM
185
Versant Capital Management
Arizona
$3K – – –
PFO
186
Pathstone Family Office
New Jersey
$3K +$3K +36 New
LWA
187
Lenox Wealth Advisors
New York
$3K +$3K +37 New
WAM
188
Wealthspire Advisors (Maryland)
Maryland
$2K -$1.14K -16 -36%
LFA
189
Legacy Financial Advisors
Kentucky
$2K – – –
LWM
190
Liberty Wealth Management
California
$2K – – –
S
191
SignatureFD
Georgia
$2K – – –
CHP
192
Cable Hill Partners
Oregon
$2K – – –
ASN
193
Advisory Services Network
Georgia
$2K – – –
WEC
194
Winslow Evans & Crocker
Massachusetts
$2K +$2K +16 New
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +19 New
WCM
196
WealthBridge Capital Management
Ohio
$1K – – –
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
AIA
198
Alera Investment Advisors
Illinois
$1K +$1K +10 New
CFA
199
Camarda Financial Advisors
Florida
$1K +$1K +13 New
GT
200
Glenmede Trust
Pennsylvania
$15 – – –
6 7
8
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