BOKF icon

BOK Financial
BOKF

Overview Fund Activity

197 hedge funds and large institutions have $1.93B invested in BOK Financial in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 59 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-5
Holders Change %
-2.48%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
77
Reduced
59
Closed
34
Calls
$3.2M
Puts
$69K
Net Calls
+$3.13M
Net Calls Change
+$1.63M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$163M
2
State Street
2
State Street
Massachusetts
$86.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$21.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$37.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$810K
2
SSA
2
Schonfeld Strategic Advisors
New York
$231K
3
GC
3
Gillson Capital
Illinois
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$625K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
201
Brandywine Global Investment Management
Pennsylvania
– -$4.75M -59,349 Closed
Franklin Resources
202
Franklin Resources
California
– -$1.62M -20,308 Closed
GLAM
203
Gardner Lewis Asset Management
Pennsylvania
– -$1.36M -16,965 Closed
Amundi
204
Amundi
France
– -$928K -12,389 Closed
Walleye Trading
205
Walleye Trading
New York
– -$971K -12,146 Closed
VI
206
Versor Investments
New York
– -$685K -8,562 Closed
YIH
207
Y-Intercept (HK)
Hong Kong
– -$595K -7,437 Closed
OQS
208
Occudo Quantitative Strategies
Florida
– -$591K -7,387 Closed
TI
209
Trexquant Investment
Connecticut
– -$561K -7,015 Closed
QCM
210
Quantinno Capital Management
New York
– -$513K -6,408 Closed
XT
211
XTX Topco
Cayman Islands
– -$471K -5,889 Closed
IIM
212
INTECH Investment Management
Florida
– -$407K -5,094 Closed
Squarepoint
213
Squarepoint
New York
– -$366K -4,571 Closed
Renaissance Technologies
214
Renaissance Technologies
New York
– -$262K -3,277 Closed
MM
215
MQS Management
New York
– -$260K -3,257 Closed
VPIM
216
Vanguard Personalized Indexing Management
California
– -$225K -2,811 Closed
Verition Fund Management
217
Verition Fund Management
Connecticut
– -$216K -2,702 Closed
SEI Investments
218
SEI Investments
Pennsylvania
– -$205K -2,561 Closed
Lazard Asset Management
219
Lazard Asset Management
New York
– -$100K -1,254 Closed
Mitsubishi UFJ Trust & Banking
220
Mitsubishi UFJ Trust & Banking
Japan
– -$78.1K -977 Closed
CAS
221
Coppell Advisory Solutions
Texas
– -$43.5K -419 Closed
HFM
222
Harvest Fund Management
China
– -$14K -172 Closed
RTC
223
Riverview Trust Company
Washington
– -$13.3K -166 Closed
SC
224
SouthState Corp
Florida
– -$5.12K -64 Closed
TWM
225
Tradition Wealth Management
Minnesota
– -$3K -38 Closed
6 7 8
9
10