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BOK Financial

217 hedge funds and large institutions have $1.94B invested in BOK Financial in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $1.43M

0.48% less ownership

Funds ownership: 36.46%35.97% (-0.48%)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

2% less funds holding

Funds holding: 221217 (-4)

6% less capital invested

Capital invested by funds: $2.06B → $1.94B (-$124M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
72
Reduced
76
Closed
31
Calls
$4.19M
Puts
$1.43M
Net Calls
+$2.76M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$4.2K -$824 -10 -16%
TWM
202
Tradition Wealth Management
Minnesota
$3K +$3.13K +38 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.32K +16 +229%
SOW
204
State of Wyoming
Wyoming
$1.86K +$330 +4 +21%
BIA
205
Bell Investment Advisors
California
$1.78K -$577 -7 -24%
SIC
206
SJS Investment Consulting
Ohio
$1.7K +$659 +8 +62%
GWS
207
Glassman Wealth Services
Virginia
$1.37K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$1.29K
DI
209
Disciplined Investments
Oklahoma
$1.21K +$82 +1 +7%
FGAM
210
Financial Gravity Asset Management
Texas
$865 -$247 -3 -4%
PTC
211
Private Trust Company
Ohio
$727
FFA
212
Farther Finance Advisors
California
$565
VCM
213
Versant Capital Management
Arizona
$404
EARNEST Partners
214
EARNEST Partners
Georgia
$323
TWP
215
TFO Wealth Partners
Ohio
$323
RCM
216
Raleigh Capital Management
North Carolina
$241 -$22.3K -271 -99%
MAM
217
Martingale Asset Management
Massachusetts
-$12.6M -149,678 Closed
ZIM
218
Zacks Investment Management
Illinois
-$3.49M -41,389 Closed
ANTB
219
AMG National Trust Bank
Colorado
-$1.04M -12,327 Closed
ADIM
220
Alpha DNA Investment Management
Maryland
-$1.02M -12,080 Closed
GCP
221
GSA Capital Partners
United Kingdom
-$616K -7,300 Closed
AWM
222
AE Wealth Management
Kansas
-$556K -6,592 Closed
KTA
223
Keeley-Teton Advisors
Illinois
-$462K -5,470 Closed
Aviva
224
Aviva
United Kingdom
-$411K -4,875 Closed
HIM
225
Hillsdale Investment Management
Ontario, Canada
-$386K -4,570 Closed

BOKF Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2023, worth a combined $1.94B — down 6% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 72 added.

The largest buyer was Citadel Advisors, adding an estimated $14M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 217 institutional investors held BOK Financial (BOKF) as of Q2 2023, down from 221 in Q1 2023.
  • Funds reported $1.94B of BOK Financial stock for Q2 2023, down 6% quarter-over-quarter.
  • 27 funds opened new BOK Financial positions in Q2 2023 and 31 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2023 was Citadel Advisors, an estimated $14M added.
  • The largest BOK Financial seller in Q2 2023 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2023.