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BOK Financial
BOKF

Overview Fund Activity

202 hedge funds and large institutions have $1.85B invested in BOK Financial in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-15
Holders Change %
-6.91%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
53
Reduced
81
Closed
38
Calls
$1.92M
Puts
$415K
Net Calls
+$1.5M
Net Calls Change
-$1.26M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$135M
2
FL
Fourthstone LLC
Missouri
$8.66M
3
First Trust Advisors
First Trust Advisors
Illinois
$18.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.37M
5
GC
Gillson Capital
Illinois
$16.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$86.5M
2
Millennium Management
Millennium Management
New York
$301K
3
AI
Ariel Investments
Illinois
$182M
4
State Street
State Street
Massachusetts
$64.1M
5
CSS
Cubist Systematic Strategies
Connecticut
$123K
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
201
Eagle Bay Advisors
New York
$53 +$53 +1 New
EPCA
202
Elizabeth Park Capital Advisors
Ohio
– -$3.23M -40,003 Closed
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
– -$2.75M -34,068 Closed
HF
204
HRT Financial
New York
– -$2M -24,712 Closed
AIMCA
205
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.34M -16,562 Closed
VBA
206
Van Berkom & Associates
Quebec, Canada
– -$1.28M -15,893 Closed
SO
207
STRS Ohio
Ohio
– -$1.22M -15,083 Closed
Marshall Wace
208
Marshall Wace
United Kingdom
– -$1.19M -14,726 Closed
QC
209
Quadrature Capital
United Kingdom
– -$1.18M -14,569 Closed
PCMU
210
Paragon Capital Management (Utah)
Utah
– -$1.12M -13,908 Closed
TC
211
TwinBeech Capital
New York
– -$1.11M -13,747 Closed
SC
212
Skylands Capital
Wisconsin
– -$1.01M -12,550 Closed
EGM
213
Engineers Gate Manager
New York
– -$996K -12,327 Closed
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
– -$690K -8,393 Closed
SFI
215
Susquehanna Fundamental Investments
Pennsylvania
– -$629K -7,788 Closed
Ameriprise
216
Ameriprise
Minnesota
– -$588K -7,276 Closed
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
– -$628K -7,006 Closed
AIM
218
Aigen Investment Management
New York
– -$391K -4,838 Closed
JCIA
219
Jackson Creek Investment Advisors
Colorado
– -$367K -4,541 Closed
PMEF
220
Point72 Middle East FZE
United Arab Emirates
– -$335K -4,145 Closed
PGF
221
Plan Group Financial
Oklahoma
– -$323K -4,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$299K -3,700 Closed
AC
223
AXQ Capital
New Jersey
– -$293K -3,629 Closed
MC
224
Maverick Capital
Texas
– -$293K -3,621 Closed
E
225
Ergoteles
New York
– -$250K -3,100 Closed
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