BOKF icon

BOK Financial
BOKF

Overview Fund Activity

190 hedge funds and large institutions have $2.58B invested in BOK Financial in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
56
Reduced
71
Closed
21
Calls
$9.63M
Puts
$12M
Net Calls
-$2.36M
Net Calls Change
+$2.33M

Top Buyers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$83M
2
Aristotle Capital Management
Aristotle Capital Management
California
$288M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$137M
4
GKFF
George Kaiser Family Foundation
Oklahoma
$253M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$25.3M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$788K
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$17K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$65.4M
5
Bank of America
Bank of America
North Carolina
$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +39 New
TRCT
177
Tower Research Capital (TRC)
New York
$2K -$4.73K -52 -70%
LWM
178
Liberty Wealth Management
California
$2K – – –
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
ASN
180
Advisory Services Network
Georgia
$2K – – –
TFO
181
Tarbox Family Office
California
$2K – – –
BGIM
182
Brandywine Global Investment Management
Pennsylvania
$2K +$526 +5 +36%
WQ
183
Wealth Quarterback
New Jersey
$1.52K +$1.52K +17 New
CFA
184
Carroll Financial Associates
North Carolina
$1K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
185
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$9.5M -120,000 Closed
MCM
186
Maltese Capital Management
New York
– -$2.63M -33,222 Closed
WCM
187
Weld Capital Management
New York
– -$1.58M -19,936 Closed
Point72 Asset Management
188
Point72 Asset Management
Connecticut
– -$1.01M -12,799 Closed
Marshall Wace
189
Marshall Wace
United Kingdom
– -$510K -6,445 Closed
3C
190
361 Capital
Colorado
– -$481K -6,082 Closed
DTL
191
Dynamic Technology Lab
Singapore
– -$415K -5,242 Closed
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
– -$394K -4,980 Closed
PP
193
Pegasus Partners
Wisconsin
– -$350K -4,420 Closed
MWNA
194
Marshall Wace North America
New York
– -$291K -3,667 Closed
GCP
195
GSA Capital Partners
United Kingdom
– -$270K -3,415 Closed
ECM
196
ExodusPoint Capital Management
New York
– -$264K -3,335 Closed
CB
197
Commerce Bank
Missouri
– -$260K -3,279 Closed
HF
198
HRT Financial
New York
– -$248K -3,144 Closed
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
– -$40K -510 Closed
PMFA
200
Plante Moran Financial Advisors
Michigan
– -$5K -61 Closed
5 6 7
8
9