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BOK Financial

210 hedge funds and large institutions have $1.87B invested in BOK Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 11

104% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $746K

24% more capital invested

Capital invested by funds: $1.5B → $1.87B (+$366M)

24% more funds holding

Funds holding: 170210 (+40)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

2.72% less ownership

Funds ownership: 41.53%38.81% (-2.7%)

Holders
210
Holders Change
+40
Holders Change %
+23.53%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
65
Reduced
65
Closed
11
Calls
$1.52M
Puts
$746K
Net Calls
+$775K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
176
First Horizon Advisors
Tennessee
$36K +$1.68K +26 +5%
LIM
177
Longfellow Investment Management
Massachusetts
$36K +$33.4K +518 New
FC
178
FORA Capital
Florida
$30K +$28.2K +438 New
CAAS
179
Capital Asset Advisory Services
Michigan
$25K +$23.7K +367 New
FMT
180
First Mercantile Trust
Tennessee
$16K -$838 -13 -5%
BCA
181
Berman Capital Advisors
Georgia
$16K
SGAM
182
Smith Group Asset Management
Texas
$14K +$13.5K +210 New
BWM
183
Baystate Wealth Management
Massachusetts
$13K +$64 +1 +0.5%
HNB
184
Huntington National Bank
Ohio
$11K
QCG
185
Quadrant Capital Group
Ohio
$8K +$3.03K +47 +67%
CCA
186
Childress Capital Advisors
Texas
$8K +$7.73K +120 New
CG
187
Cutler Group
California
$6K -$157K -2,429 -96%
Lazard Asset Management
188
Lazard Asset Management
New York
$6K
MAM
189
Meeder Asset Management
Ohio
$5K
DA
190
Denali Advisors
California
$5K +$4.25K +66 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$4K
PA
192
Parallel Advisors
California
$2K -$258 -4 -11%
WT
193
Whittier Trust
California
$2K
VCG
194
Vantage Consulting Group
Virginia
$2K +$1.42K +22 New
SFO
195
Standard Family Office
South Dakota
$2K +$1.48K +23 New
IAIM
196
International Assets Investment Management
Florida
$2K +$1.87K +29 New
SBL
197
Sargent Bickham Lagudis
Colorado
$1K -$1.1K -17 -61%
GWS
198
Glassman Wealth Services
Virginia
$1K
TFO
199
Tarbox Family Office
California
$1K
SWP
200
ShoreHaven Wealth Partners
New Jersey
$1K +$644 +10 New

BOKF Hedge Fund Activity: Q4 2020 in Review

210 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2020, worth a combined $1.87B — up 24% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BOKF positions and 11 closed out — a net gain of 41 holders — while 65 added to existing stakes and 65 trimmed.

The largest buyer was Ariel Investments, adding an estimated $17.5M. The largest seller was Aristotle Capital Management, cutting an estimated $206M.

  • 210 institutional investors held BOK Financial (BOKF) as of Q4 2020, up from 170 in Q3 2020.
  • Funds reported $1.87B of BOK Financial stock for Q4 2020, up 24% quarter-over-quarter.
  • 52 funds opened new BOK Financial positions in Q4 2020 and 11 closed out, a net change of +41 holders.
  • The largest BOK Financial buyer in Q4 2020 was Ariel Investments, an estimated $17.5M added.
  • The largest BOK Financial seller in Q4 2020 was Aristotle Capital Management, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2020.