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BOK Financial
BOKF

Overview Fund Activity

189 hedge funds and large institutions have $2.81B invested in BOK Financial in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
47
Reduced
77
Closed
24
Calls
$1.77M
Puts
$401K
Net Calls
+$1.37M
Net Calls Change
-$626K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$267M
2
GKFF
2
George Kaiser Family Foundation
Oklahoma
$338M
3
RIM
3
Redwood Investment Management
Arizona
$6.03M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$5.17M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.82M

Top Sellers

1
CWM
1
CIBC World Markets
New York
$114M
2
BlackRock
2
BlackRock
New York
$140M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$17.7M
4
State Street
4
State Street
Massachusetts
$94.8M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
176
JFS Wealth Advisors
Pennsylvania
$3K +$3K +25 New
TFO
177
Tarbox Family Office
California
$2K – – –
S
178
SignatureFD
Georgia
$2K – – –
DI
179
Disciplined Investments
Oklahoma
$2K – – –
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
GWS
181
Glassman Wealth Services
Virginia
$2K +$353 +3 +21%
SOW
182
State of Wyoming
Wyoming
$2K +$500 +5 +33%
JWM
183
Janiczek Wealth Management
Colorado
$2K +$933 +7 +88%
VRS
184
Virginia Retirement Systems
Virginia
$1K +$32 +300 +3%
EBA
185
Eagle Bay Advisors
New York
$1K – – –
CFA
186
Carroll Financial Associates
North Carolina
$1K – – –
VCM
187
Versant Capital Management
Arizona
$1K – – –
SC
188
Schubert & Co
Texas
$1K +$1K +12 New
Hotchkis & Wiley Capital Management
189
Hotchkis & Wiley Capital Management
California
– -$5.71M -63,730 Closed
HF
190
HRT Financial
New York
– -$5.58M -62,264 Closed
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
– -$2.12M -23,138 Closed
E
192
Ergoteles
New York
– -$1.86M -20,800 Closed
Tudor Investment Corp
193
Tudor Investment Corp
Connecticut
– -$1.42M -15,873 Closed
Ameriprise
194
Ameriprise
Minnesota
– -$877K -9,791 Closed
Jane Street
195
Jane Street
New York
– -$749K -8,363 Closed
QC
196
Quadrature Capital
United Kingdom
– -$513K -5,734 Closed
WG
197
Winton Group
United Kingdom
– -$366K -4,092 Closed
SEI Investments
198
SEI Investments
Pennsylvania
– -$340K -3,800 Closed
PAM
199
Panagora Asset Management
Massachusetts
– -$307K -3,433 Closed
Voloridge Investment Management
200
Voloridge Investment Management
Florida
– -$300K -3,347 Closed
5 6 7
8
9