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BOK Financial
BOKF

Overview Fund Activity

204 hedge funds and large institutions have $2.17B invested in BOK Financial in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
–
Holders Change %
0%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
62
Reduced
63
Closed
35
Calls
$2.58M
Puts
$3.37M
Net Calls
-$793K
Net Calls Change
+$3.85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$124M
2
CWM
CIBC World Markets
New York
$86.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.11M
4
Aristotle Capital Management
Aristotle Capital Management
California
$215M
5
AI
Ariel Investments
Illinois
$72.4M

Top Sellers

1
State Street
State Street
Massachusetts
$57.1M
2
GC
Gillson Capital
Illinois
$0
3
Allianz Asset Management
Allianz Asset Management
Germany
$0
4
Millennium Management
Millennium Management
New York
$9.37M
5
Ameriprise
Ameriprise
Minnesota
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
176
Proficio Capital Partners
Massachusetts
$21K +$4.51K +61 +27%
PFC
177
Phocas Financial Corp
California
$20K +$20K +270 New
Asset Management One
178
Asset Management One
Japan
$15K – – –
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$13K +$13K +172 New
BBHC
180
Brown Brothers Harriman & Co
New York
$12K +$12K +158 New
CIA
181
CSat Investment Advisory
Michigan
$11K +$11K +146 New
POIA
182
Pin Oak Investment Advisors
Texas
$10K – – –
BCA
183
Berman Capital Advisors
Georgia
$10K +$10K +134 New
CFB
184
Cullen/Frost Bankers
Texas
$7K +$7K +95 New
PMFA
185
Plante Moran Financial Advisors
Michigan
$5K -$410 -5 -8%
FPFS
186
First Personal Financial Services
North Carolina
$5K – – –
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$5K +$3.64K +51 +268%
MAM
188
Meeder Asset Management
Ohio
$5K +$5K +66 New
Federated Hermes
189
Federated Hermes
Pennsylvania
$3K – – –
LWM
190
Liberty Wealth Management
California
$2K – – –
ASN
191
Advisory Services Network
Georgia
$2K – – –
TFO
192
Tarbox Family Office
California
$2K +$2K +20 New
WAS
193
Winch Advisory Services
Wisconsin
$2K +$2K +23 New
FNB
194
Farmers National Bank
Kentucky
$1K -$1.32K -25 -57%
CFA
195
Camarda Financial Advisors
Florida
$1K – – –
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
S
197
SignatureFD
Georgia
$1K – – –
PCG
198
Private Capital Group
Connecticut
$1K +$1K +14 New
GT
199
Glenmede Trust
Pennsylvania
$13 – – –
GC
200
Gillson Capital
Illinois
– -$12.9M -158,681 Closed
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8
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