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BOK Financial
BOKF

Overview Fund Activity

197 hedge funds and large institutions have $1.93B invested in BOK Financial in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 59 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-5
Holders Change %
-2.48%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
77
Reduced
59
Closed
34
Calls
$3.2M
Puts
$69K
Net Calls
+$3.13M
Net Calls Change
+$1.63M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$163M
2
State Street
2
State Street
Massachusetts
$86.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$21.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$37.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$810K
2
SSA
2
Schonfeld Strategic Advisors
New York
$231K
3
GC
3
Gillson Capital
Illinois
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$625K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
Sachetta
Massachusetts
$6.17K +$6.17K +72 New
PVH
177
Psagot Value Holdings
Israel
$6K +$6K +65 New
CTA
178
Colonial Trust Advisors
South Carolina
$5.48K – – –
HNB
179
Huntington National Bank
Ohio
$3.34K +$3.34K +39 New
CP
180
Castleview Partners
Texas
$3.34K +$3.34K +39 New
BTI
181
Blue Trust Inc
Georgia
$3K +$3K +38 New
JWA
182
JFS Wealth Advisors
Pennsylvania
$2.74K -$771 -9 -22%
GWS
183
Glassman Wealth Services
Virginia
$2.31K +$857 +10 +59%
S
184
SignatureFD
Georgia
$2.06K -$4.63K -54 -69%
BIA
185
Bell Investment Advisors
California
$1.89K – – –
FFA
186
Farther Finance Advisors
California
$1.46K +$856 +10 +143%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$1.37K -$3.69K -43 -73%
CAL
188
Capital Advisors Ltd
Ohio
$1K – – –
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$857 +$857 +10 New
PTC
190
Private Trust Company
Ohio
$771 – – –
SIC
191
SJS Investment Consulting
Ohio
$600 -$857 -10 -59%
AF
192
Allworth Financial
California
$600 +$600 +7 New
PWMG
193
Private Wealth Management Group
New Jersey
$514 +$514 +6 New
VCM
194
Versant Capital Management
Arizona
$428 – – –
TWP
195
TFO Wealth Partners
Ohio
$343 – – –
BGAI
196
Bruce G. Allen Investments
Colorado
$257 +$257 +3 New
Allspring Global Investments
197
Allspring Global Investments
North Carolina
$85 -$223K -2,618 -100%
GC
198
Gillson Capital
Illinois
– -$16.7M -208,950 Closed
Walleye Capital
199
Walleye Capital
New York
– -$9.42M -117,742 Closed
FL
200
Fourthstone LLC
Missouri
– -$8.66M -108,317 Closed
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