BOKF icon

BOK Financial
BOKF

Overview Fund Activity

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
Holders
210
Holders Change
+40
Holders Change %
+23.53%
% of All Funds
3.73%
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

Top Buyers

1
AI
Ariel Investments
Illinois
$169M
2
Millennium Management
Millennium Management
New York
$12.8M
3
William Blair & Company
William Blair & Company
Illinois
$11M
4
MWNA
Marshall Wace North America
New York
$8.16M
5
SSA
Schonfeld Strategic Advisors
New York
$8.93M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
$28.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$21.5M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$3.5M
4
SEI Investments
SEI Investments
Pennsylvania
$893K
5
Macquarie Group
Macquarie Group
Australia
$79K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$36K +$1.78K +26 +5%
LIM
177
Longfellow Investment Management
Massachusetts
$36K +$36K +518 New
FC
178
FORA Capital
Florida
$30K +$30K +438 New
CAAS
179
Capital Asset Advisory Services
Michigan
$25K +$25K +367 New
FMT
180
First Mercantile Trust
Tennessee
$16K -$916 -13 -5%
BCA
181
Berman Capital Advisors
Georgia
$16K – – –
SGAM
182
Smith Group Asset Management
Texas
$14K +$14K +210 New
BWM
183
Baystate Wealth Management
Massachusetts
$13K +$71 +1 +0.5%
HNB
184
Huntington National Bank
Ohio
$11K – – –
QCG
185
Quadrant Capital Group
Ohio
$8K +$3.21K +47 +67%
CCA
186
Childress Capital Advisors
Texas
$8K +$8K +120 New
CG
187
Cutler Group
California
$6K -$147K -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 +$5K +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 +$2K +22 New
SFO
195
Standard Family Office
South Dakota
$2K +$2K +23 New
IAIM
196
International Assets Investment Management
Florida
$2K +$2K +29 New
SBL
197
Sargent Bickham Lagudis
Colorado
$1K -$1.55K -17 -61%
TFO
198
Tarbox Family Office
California
$1K – – –
GWS
199
Glassman Wealth Services
Virginia
$1K – – –
VCM
200
Versant Capital Management
Arizona
$1K +$526 +10 +111%
5 6 7
8
9