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BOK Financial
BOKF

Overview Fund Activity

218 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
63
Reduced
76
Closed
18
Calls
$1.89M
Puts
$1.69M
Net Calls
+$201K
Net Calls Change
-$4.86M

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$52M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$20M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$16M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$199M
5
Citadel Advisors
5
Citadel Advisors
Florida
$30.6M

Top Sellers

1
AI
1
Ariel Investments
Illinois
$176M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$54.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M
4
BlackRock
4
BlackRock
New York
$113M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EverSource Wealth Advisors
Alabama
$3.6K +$3.6K +35 New
JWA
202
JFS Wealth Advisors
Pennsylvania
$3.57K – – –
HNB
203
Huntington National Bank
Ohio
$3.57K – – –
SAM
204
Smartleaf Asset Management
Massachusetts
$3.22K +$3.22K +36 New
BIA
205
Bell Investment Advisors
California
$2.57K – – –
S
206
SignatureFD
Georgia
$2.2K – – –
PWMG
207
Private Wealth Management Group
New Jersey
$1.83K +$1.28K +14 +233%
FFA
208
Farther Finance Advisors
California
$1.54K – – –
DPW
209
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$183 +2 +15%
SIC
210
SJS Investment Consulting
Ohio
$1.28K – – –
CAL
211
Capital Advisors Ltd
Ohio
$1K – – –
PTC
212
Private Trust Company
Ohio
$825 – – –
BTI
213
Blue Trust Inc
Georgia
$644 +$644 +7 New
BGAI
214
Bruce G. Allen Investments
Colorado
$275 – – –
GRP
215
Global Retirement Partners
California
$183 +$183 +2 New
LFG
216
Larson Financial Group
Missouri
$92 +$92 +1 New
TFM
217
TFC Financial Management
Massachusetts
$92 +$92 +1 New
HIA
218
Harbor Investment Advisory
Maryland
$92 +$92 +1 New
IP
219
Interval Partners
New York
– -$1.02M -11,088 Closed
ADIM
220
Alpha DNA Investment Management
Maryland
– -$617K -6,708 Closed
Holocene Advisors
221
Holocene Advisors
New York
– -$608K -6,610 Closed
Capstone Investment Advisors
222
Capstone Investment Advisors
New York
– -$490K -5,327 Closed
CM
223
Capula Management
Cayman Islands
– -$371K -4,038 Closed
BHCM
224
Brevan Howard Capital Management
Jersey
– -$332K -3,605 Closed
FC
225
FORA Capital
Florida
– -$289K -3,144 Closed
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