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BOK Financial
BOKF

Overview Fund Activity

221 hedge funds and large institutions have $2.06B invested in BOK Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-15
Holders Change %
-6.36%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
92
Reduced
68
Closed
41
Calls
$3.39M
Puts
$2M
Net Calls
+$1.38M
Net Calls Change
+$108M

Top Buyers

1
CWM
1
CIBC World Markets
New York
$99.6M
2
State Street
2
State Street
Massachusetts
$73.8M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$7.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$6.83M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$7.16M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.78M
2
SSA
2
Schonfeld Strategic Advisors
New York
$13.1M
3
Millennium Management
3
Millennium Management
New York
$35.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$133M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
176
CI Investments Inc
Ontario, Canada
$36K +$2.88K +34 +9%
QL
177
Quarry LP
New York
$34.6K +$30.5K +361 +737%
Lazard Asset Management
178
Lazard Asset Management
New York
$33K +$33K +396 New
LC
179
Lindbrook Capital
California
$30.2K +$28.5K +338 +1,690%
QCG
180
Quadrant Capital Group
Ohio
$28.2K +$14.9K +177 +113%
AIG
181
American International Group
New York
$24.6K -$506 -6 -2%
RCM
182
Raleigh Capital Management
North Carolina
$23.1K +$5.14K +61 +29%
Nomura Asset Management
183
Nomura Asset Management
Japan
$19.4K – – –
VWM
184
Venturi Wealth Management
Texas
$19K +$19K +225 New
BWM
185
Baystate Wealth Management
Massachusetts
$16.3K +$85 +1 +0.5%
HFM
186
Harvest Fund Management
China
$15K – – –
CSB
187
City State Bank
Iowa
$15K – – –
RTC
188
Riverview Trust Company
Washington
$14K – – –
CTC
189
Central Trust Company
Missouri
$12.7K – – –
MIM
190
Macroview Investment Management
Maryland
$10.4K +$1.69K +20 +19%
WT
191
Whittier Trust
California
$10.3K – – –
C
192
Covestor
United Kingdom
$9K -$891 -10 -9%
Fuller & Thaler Asset Management
193
Fuller & Thaler Asset Management
California
$8.02K – – –
RIM
194
Ranger Investment Management
Texas
$7.6K – – –
S
195
SignatureFD
Georgia
$7.6K +$338 +4 +5%
AAS
196
Ameritas Advisory Services
Nebraska
$6.84K +$6.84K +81 New
CTA
197
Colonial Trust Advisors
South Carolina
$5.4K – – –
JWA
198
JFS Wealth Advisors
Pennsylvania
$5.23K -$1.35K -16 -21%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$4.98K – – –
QC
200
Quent Capital
New York
$4.81K – – –
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