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BOK Financial
BOKF

Overview Fund Activity

221 hedge funds and large institutions have $2.06B invested in BOK Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-15
Holders Change %
-6.36%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
92
Reduced
68
Closed
41
Calls
$3.39M
Puts
$2M
Net Calls
+$1.38M
Net Calls Change
+$108M

Top Buyers

1
CWM
1
CIBC World Markets
New York
$99.6M
2
State Street
2
State Street
Massachusetts
$73.8M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$7.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$6.83M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$7.16M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.78M
2
SSA
2
Schonfeld Strategic Advisors
New York
$13.1M
3
Millennium Management
3
Millennium Management
New York
$35.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$133M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$4.73K – – –
AWM
202
Avior Wealth Management
Nebraska
$4.47K +$4.47K +53 New
SFG
203
Steward Financial Group
Texas
$4K +$2.14K +30 +115%
SC
204
Schubert & Co
Texas
$3.55K -$675 -8 -16%
BIA
205
Bell Investment Advisors
California
$2.45K -$929 -11 -28%
SOW
206
State of Wyoming
Wyoming
$1.6K -$12.3K -146 -88%
GWS
207
Glassman Wealth Services
Virginia
$1.44K +$253 +3 +21%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$1.35K -$84 -1 -6%
DI
209
Disciplined Investments
Oklahoma
$1.18K -$422 -5 -26%
SIC
210
SJS Investment Consulting
Ohio
$1.1K -$929 -11 -46%
CAL
211
Capital Advisors Ltd
Ohio
$1K -$1.83K -11 -65%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +7 New
PTC
213
Private Trust Company
Ohio
$760 – – –
FFA
214
Farther Finance Advisors
California
$591 – – –
TWA
215
TCI Wealth Advisors
Arizona
$423 -$85 -1 -17%
VCM
216
Versant Capital Management
Arizona
$422 – – –
Creative Planning
217
Creative Planning
Kansas
$338 -$195K -2,303 -100%
TWP
218
TFO Wealth Partners
Ohio
$338 -$1.01K -12 -75%
AF
219
Allworth Financial
California
$338 – – –
EARNEST Partners
220
EARNEST Partners
Georgia
$338 – – –
EBA
221
Eagle Bay Advisors
New York
$28 -$34 – –
FGAM
222
Financial Gravity Asset Management
Texas
$2 +$2 +84 New
BA
223
Bridgewater Associates
Connecticut
– -$2.54M -24,425 Closed
State of New Jersey Common Pension Fund D
224
State of New Jersey Common Pension Fund D
New Jersey
– -$2.35M -22,599 Closed
UB
225
UMB Bank
Missouri
– -$1.45M -14,000 Closed
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9
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