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BOK Financial
BOKF

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

342% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $401K

20% more capital invested

Capital invested by funds: $2.33B → $2.81B (+$472M)

1.05% more ownership

Funds ownership: 37.77% → 38.82% (+1%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 190 → 189 (-1)

39% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 77

Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.91%
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
Fidelity Investments
Massachusetts
+$91.1M
2
GKFF
George Kaiser Family Foundation
Oklahoma
+$31.9M
3
RIM
Redwood Investment Management
Arizona
+$5.87M
4
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.03M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.97M

Top Sellers

1
CWM
CIBC World Markets
New York
-$29.1M
2
BlackRock
BlackRock
New York
-$7.73M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$6.88M
4
State Street
State Street
Massachusetts
-$6.26M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
176
JFS Wealth Advisors
Pennsylvania
$3K +$2.57K +25 New
DI
177
Disciplined Investments
Oklahoma
$2K – – –
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
S
179
SignatureFD
Georgia
$2K – – –
TFO
180
Tarbox Family Office
California
$2K – – –
GWS
181
Glassman Wealth Services
Virginia
$2K +$308 +3 +21%
SOW
182
State of Wyoming
Wyoming
$2K +$513 +5 +33%
JWM
183
Janiczek Wealth Management
Colorado
$2K +$719 +7 +88%
VRS
184
Virginia Retirement Systems
Virginia
$1K +$30.8K +300 +3%
CFA
185
Carroll Financial Associates
North Carolina
$1K – – –
EBA
186
Eagle Bay Advisors
New York
$1K – – –
VCM
187
Versant Capital Management
Arizona
$1K – – –
SC
188
Schubert & Co
Texas
$1K +$1.23K +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

BOKF Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2021, worth a combined $2.81B — up 20% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BOKF positions and 24 closed out — a net gain of 2 holders — while 47 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.1M. The largest seller was CIBC World Markets, cutting an estimated $29.1M.

  • 189 institutional investors held BOK Financial (BOKF) as of Q4 2021, down from 190 in Q3 2021.
  • Funds reported $2.81B of BOK Financial stock for Q4 2021, up 20% quarter-over-quarter.
  • 26 funds opened new BOK Financial positions in Q4 2021 and 24 closed out, a net change of +2 holders.
  • The largest BOK Financial buyer in Q4 2021 was Fidelity Investments, an estimated $91.1M added.
  • The largest BOK Financial seller in Q4 2021 was CIBC World Markets, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2021.