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BOK Financial
BOKF

Overview Fund Activity

202 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
58
Reduced
71
Closed
24
Calls
$5.67M
Puts
$607K
Net Calls
+$5.06M
Net Calls Change
+$1.93M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$146M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$189M
4
Ameriprise
Ameriprise
Minnesota
$12.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$15.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$14.8M
2
State Street
State Street
Massachusetts
$75.9M
3
Citadel Advisors
Citadel Advisors
Florida
$27.2M
4
Millennium Management
Millennium Management
New York
$2.03M
5
Goldman Sachs
Goldman Sachs
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
176
Whittier Trust
California
$11.2K – – –
LI
177
LRI Investments
Florida
$8.65K +$8.65K +94 New
MG
178
Mather Group
Illinois
$8.57K +$8.57K +100 New
RIM
179
Ranger Investment Management
Texas
$8.56K +$276 +3 +3%
MIM
180
Macroview Investment Management
Maryland
$8.37K +$8.37K +91 New
DA
181
Denali Advisors
California
$8K – – –
S
182
Sachetta
Massachusetts
$6.17K – – –
CP
183
Castleview Partners
Texas
$6.16K +$2.58K +28 +72%
CTA
184
Colonial Trust Advisors
South Carolina
$5.89K – – –
HNB
185
Huntington National Bank
Ohio
$3.59K – – –
JWA
186
JFS Wealth Advisors
Pennsylvania
$3.59K +$644 +7 +22%
BIA
187
Bell Investment Advisors
California
$2.58K +$552 +6 +27%
S
188
SignatureFD
Georgia
$2.21K – – –
FFA
189
Farther Finance Advisors
California
$1.55K – – –
PFBT
190
Parkside Financial Bank & Trust
Missouri
$1.47K – – –
A
191
AlphaQuest
New York
$1.38K -$142K -1,546 -99%
SIC
192
SJS Investment Consulting
Ohio
$1.29K +$644 +7 +100%
DPW
193
DiNuzzo Private Wealth
Pennsylvania
$1.2K +$276 +3 +30%
AF
194
Allworth Financial
California
$1.1K +$460 +5 +71%
CAL
195
Capital Advisors Ltd
Ohio
$1K +$333 +3 +50%
PTC
196
Private Trust Company
Ohio
$828 – – –
PWMG
197
Private Wealth Management Group
New Jersey
$552 – – –
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$552 +$552 +6 New
VCM
199
Versant Capital Management
Arizona
$460 – – –
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$460 +$368 +4 +400%
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8
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