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BOK Financial
BOKF

Overview Fund Activity

202 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
58
Reduced
71
Closed
24
Calls
$5.67M
Puts
$607K
Net Calls
+$5.06M
Net Calls Change
+$1.93M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$146M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$17.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$189M
4
Ameriprise
4
Ameriprise
Minnesota
$12.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$15.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.8M
2
State Street
2
State Street
Massachusetts
$75.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$27.2M
4
Millennium Management
4
Millennium Management
New York
$2.03M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
201
TFO Wealth Partners
Ohio
$368 – – –
BGAI
202
Bruce G. Allen Investments
Colorado
$276 – – –
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
– -$2.4M -27,900 Closed
ECM
204
ExodusPoint Capital Management
New York
– -$2.16M -25,160 Closed
CANY
205
Caxton Associates (New York)
New York
– -$1.44M -16,851 Closed
ACM
206
Aquatic Capital Management
Illinois
– -$1.09M -12,700 Closed
EGM
207
Engineers Gate Manager
New York
– -$632K -7,382 Closed
SG Americas Securities
208
SG Americas Securities
New York
– -$480K -5,609 Closed
EI
209
Ethic Inc
New York
– -$459K -5,360 Closed
LCM
210
Landscape Capital Management
New Jersey
– -$424K -4,950 Closed
SCM
211
Semanteon Capital Management
Massachusetts
– -$418K -4,880 Closed
I
212
InceptionR
California
– -$412K -4,810 Closed
OC
213
Oppenheimer & Co
New York
– -$360K -4,200 Closed
CSS
214
Cubist Systematic Strategies
Connecticut
– -$354K -4,133 Closed
Man Group
215
Man Group
United Kingdom
– -$320K -3,738 Closed
CC
216
Corton Capital
Ontario, Canada
– -$283K -3,305 Closed
CAM
217
Cresset Asset Management
Illinois
– -$253K -2,950 Closed
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
– -$250K -2,916 Closed
AC
219
AXQ Capital
New Jersey
– -$249K -2,909 Closed
TW
220
Transform Wealth
Colorado
– -$212K -2,472 Closed
EC
221
Elequin Capital
New York
– -$173K -2,019 Closed
PH
222
Pinnacle Holdings
Oklahoma
– -$27.6K -322 Closed
QL
223
Quarry LP
New York
– -$24.8K -290 Closed
PVH
224
Psagot Value Holdings
Israel
– -$6K -65 Closed
BTI
225
Blue Trust Inc
Georgia
– -$3K -38 Closed
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