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BOK Financial
BOKF

Overview Fund Activity

218 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
63
Reduced
76
Closed
18
Calls
$1.89M
Puts
$1.69M
Net Calls
+$201K
Net Calls Change
-$4.86M

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$52M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$20M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$16M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$199M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M

Top Sellers

1
AI
1
Ariel Investments
Illinois
$176M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$54.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M
4
BlackRock
4
BlackRock
New York
$113M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
176
Covestor
United Kingdom
$28K -$14.7K -162 -34%
LC
177
Lindbrook Capital
California
$27.8K – – –
VWM
178
Venturi Wealth Management
Texas
$26.7K +$2.38K +26 +10%
QC
179
Quent Capital
New York
$26K – – –
Nomura Asset Management
180
Nomura Asset Management
Japan
$21.1K – – –
QCG
181
Quadrant Capital Group
Ohio
$19.1K -$1.1K -12 -5%
AAP
182
Arax Advisory Partners
Colorado
$16.3K +$16.3K +178 New
Macquarie Group
183
Macquarie Group
Australia
$16.2K +$16.2K +177 New
CSB
184
City State Bank
Iowa
$16.1K – – –
CF
185
Corebridge Financial
Texas
$15.9K +$15.9K +174 New
RTC
186
Riverview Trust Company
Washington
$15.2K – – –
AF
187
Allworth Financial
California
$14.7K +$13.5K +130 +1,083%
CTC
188
Central Trust Company
Missouri
$13.7K – – –
WT
189
Whittier Trust
California
$11.2K – – –
CP
190
Castleview Partners
Texas
$10.1K +$3.94K +43 +64%
QL
191
Quarry LP
New York
$9.9K +$9.9K +108 New
MG
192
Mather Group
Illinois
$9.2K – – –
LI
193
LRI Investments
Florida
$8.61K – – –
RIM
194
Ranger Investment Management
Texas
$8.52K – – –
S
195
Sachetta
Massachusetts
$7.51K – – –
PMAM
196
Picton Mahoney Asset Management
Ontario, Canada
$6K +$6K +69 New
VCM
197
Versant Capital Management
Arizona
$5.96K +$5.5K +60 +1,200%
CTA
198
Colonial Trust Advisors
South Carolina
$5.87K – – –
PFBT
199
Parkside Financial Bank & Trust
Missouri
$5.78K +$4.31K +47 +294%
ATPW
200
Ashton Thomas Private Wealth
Arizona
$5.04K +$5.04K +55 New
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