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BOK Financial

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

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

12% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.69M

8% more funds holding

Funds holding: 202218 (+16)

0.09% more ownership

Funds ownership: 34.86%34.94% (+0.09%)

0% less capital invested

Capital invested by funds: $2.07B → $2.07B (-$5.38M)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$3.6K +$3.16K +35 New
HNB
202
Huntington National Bank
Ohio
$3.57K
JWA
203
JFS Wealth Advisors
Pennsylvania
$3.57K
SAM
204
Smartleaf Asset Management
Massachusetts
$3.22K +$3.25K +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 +$1.26K +14 +233%
FFA
208
Farther Finance Advisors
California
$1.54K
DPW
209
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$181 +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 +$632 +7 New
BGAI
214
Bruce G. Allen Investments
Colorado
$275
GRP
215
Global Retirement Partners
California
$183 +$181 +2 New
HIA
216
Harbor Investment Advisory
Maryland
$92 +$90 +1 New
LFG
217
Larson Financial Group
Missouri
$92 +$90 +1 New
TFM
218
TFC Financial Management
Massachusetts
$92 +$90 +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

BOKF Hedge Fund Activity: Q2 2024 in Review

218 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2024, worth a combined $2.07B — down 0.26% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BOKF positions and 18 closed out — a net gain of 17 holders — while 63 added to existing stakes and 76 trimmed.

The largest buyer was CIBC World Market, opening a new position worth an estimated $51.2M. The largest seller was Ariel Investments, cutting an estimated $21.6M.

  • 218 institutional investors held BOK Financial (BOKF) as of Q2 2024, up from 202 in Q1 2024.
  • Funds reported $2.07B of BOK Financial stock for Q2 2024, down 0.26% quarter-over-quarter.
  • 35 funds opened new BOK Financial positions in Q2 2024 and 18 closed out, a net change of +17 holders.
  • The largest BOK Financial buyer in Q2 2024 was CIBC World Market, an estimated $51.2M added.
  • The largest BOK Financial seller in Q2 2024 was Ariel Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.