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BOK Financial

217 hedge funds and large institutions have $1.94B invested in BOK Financial in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $1.43M

0.48% less ownership

Funds ownership: 36.46%35.97% (-0.48%)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

2% less funds holding

Funds holding: 221217 (-4)

6% less capital invested

Capital invested by funds: $2.06B → $1.94B (-$124M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
72
Reduced
76
Closed
31
Calls
$4.19M
Puts
$1.43M
Net Calls
+$2.76M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
176
Lazard Asset Management
New York
$31K
TRCT
177
Tower Research Capital (TRC)
New York
$28.8K -$1.29M -15,696 -98%
AIG
178
American International Group
New York
$20.4K -$3.3K -40 -14%
Nomura Asset Management
179
Nomura Asset Management
Japan
$18.6K
LC
180
Lindbrook Capital
California
$18.4K -$10.7K -130 -36%
VWM
181
Venturi Wealth Management
Texas
$18.2K
QL
182
Quarry LP
New York
$16.9K -$16.6K -201 -49%
KI
183
Kapitalo Investimentos
Brazil
$16.8K +$17.1K +208 New
BWM
184
Baystate Wealth Management
Massachusetts
$15.7K +$82 +1 +0.5%
VAG
185
VisionPoint Advisory Group
Texas
$15.2K +$15.5K +188 New
CSB
186
City State Bank
Iowa
$14K
HFM
187
Harvest Fund Management
China
$14K
RTC
188
Riverview Trust Company
Washington
$13.4K
QCG
189
Quadrant Capital Group
Ohio
$12.1K -$15.2K -184 -55%
CTC
190
Central Trust Company
Missouri
$12.1K
WT
191
Whittier Trust
California
$9.86K
Federated Hermes
192
Federated Hermes
Pennsylvania
$8.16K +$8.32K +101 New
C
193
Covestor
United Kingdom
$8K -$82 -1 -1%
PVH
194
Psagot Value Holdings
Israel
$8K +$7.58K +92 New
Fuller & Thaler Asset Management
195
Fuller & Thaler Asset Management
California
$7.67K
RIM
196
Ranger Investment Management
Texas
$7.27K
S
197
SignatureFD
Georgia
$7.03K -$247 -3 -3%
CTA
198
Colonial Trust Advisors
South Carolina
$5.17K
QC
199
Quent Capital
New York
$4.85K +$247 +3 +5%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$4.77K

BOKF Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2023, worth a combined $1.94B — down 6% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 72 added.

The largest buyer was Citadel Advisors, adding an estimated $14M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 217 institutional investors held BOK Financial (BOKF) as of Q2 2023, down from 221 in Q1 2023.
  • Funds reported $1.94B of BOK Financial stock for Q2 2023, down 6% quarter-over-quarter.
  • 27 funds opened new BOK Financial positions in Q2 2023 and 31 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2023 was Citadel Advisors, an estimated $14M added.
  • The largest BOK Financial seller in Q2 2023 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2023.