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BOK Financial
BOKF

Overview Fund Activity

202 hedge funds and large institutions have $1.85B invested in BOK Financial in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-15
Holders Change %
-6.91%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
53
Reduced
81
Closed
38
Calls
$1.92M
Puts
$415K
Net Calls
+$1.5M
Net Calls Change
-$1.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$135M
2
FL
Fourthstone LLC
Missouri
$8.66M
3
First Trust Advisors
First Trust Advisors
Illinois
$18.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.37M
5
GC
Gillson Capital
Illinois
$16.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$86.5M
2
Millennium Management
Millennium Management
New York
$301K
3
AI
Ariel Investments
Illinois
$182M
4
State Street
State Street
Massachusetts
$64.1M
5
CSS
Cubist Systematic Strategies
Connecticut
$123K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$12K – – –
WT
177
Whittier Trust
California
$10.6K +$880 +11 +9%
RIM
178
Ranger Investment Management
Texas
$7.2K – – –
DA
179
Denali Advisors
California
$6.48K -$48.6K -608 -88%
S
180
SignatureFD
Georgia
$6.24K -$720 -9 -10%
CTA
181
Colonial Trust Advisors
South Carolina
$5.12K – – –
SC
182
SouthState Corp
Florida
$5.12K +$5.12K +64 New
QC
183
Quent Capital
New York
$4.8K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$4.72K – – –
SFG
185
Steward Financial Group
Texas
$4K +$4K +52 New
JWA
186
JFS Wealth Advisors
Pennsylvania
$3.28K -$880 -11 -21%
TWM
187
Tradition Wealth Management
Minnesota
$3K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.18K +15 +65%
SOW
189
State of Wyoming
Wyoming
$2.64K +$800 +10 +43%
BIA
190
Bell Investment Advisors
California
$1.76K – – –
SIC
191
SJS Investment Consulting
Ohio
$1.36K -$320 -4 -19%
GWS
192
Glassman Wealth Services
Virginia
$1.36K – – –
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$1.28K – – –
MCM
194
Manchester Capital Management
Vermont
$1.12K +$1.12K +14 New
PTC
195
Private Trust Company
Ohio
$720 – – –
FFA
196
Farther Finance Advisors
California
$560 – – –
VCM
197
Versant Capital Management
Arizona
$400 – – –
TWP
198
TFO Wealth Partners
Ohio
$323 – – –
EARNEST Partners
199
EARNEST Partners
Georgia
$320 – – –
HI
200
Harbour Investments
Wisconsin
$160 +$160 +2 New
6 7
8
9 10