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BOK Financial

233 hedge funds and large institutions have $2.28B invested in BOK Financial in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $774K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $2.07B → $2.28B (+$219M)

7% more funds holding

Funds holding: 218233 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.88% less ownership

Funds ownership: 34.94%34.06% (-0.88%)

Holders
233
Holders Change
+15
Holders Change %
+6.88%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
71
Reduced
71
Closed
21
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$13.3K -$1.51K -15 -11%
WT
202
Whittier Trust
California
$12.8K
VCM
203
Versant Capital Management
Arizona
$12.6K +$5.54K +55 +85%
HFM
204
Harvest Fund Management
China
$11K +$10.8K +107 New
LI
205
LRI Investments
Florida
$10.8K
PFBT
206
Parkside Financial Bank & Trust
Missouri
$10.8K +$4.03K +40 +63%
MG
207
Mather Group
Illinois
$10.5K
SAM
208
Smartleaf Asset Management
Massachusetts
$10.2K +$6.24K +62 +172%
C
209
Covestor
United Kingdom
$10K -$21.4K -213 -69%
HWM
210
Hemington Wealth Management
Virginia
$10K +$10.1K +100 New
RIM
211
Ranger Investment Management
Texas
$9.73K
S
212
Sachetta
Massachusetts
$7.53K
EWA
213
EverSource Wealth Advisors
Alabama
$7.01K +$3.22K +32 +91%
CTA
214
Colonial Trust Advisors
South Carolina
$6.7K
BTI
215
Blue Trust Inc
Georgia
$5.5K +$5.33K +53 +757%
JWA
216
JFS Wealth Advisors
Pennsylvania
$4.92K +$805 +8 +21%
HNB
217
Huntington National Bank
Ohio
$4.08K
BIA
218
Bell Investment Advisors
California
$2.93K
S
219
SignatureFD
Georgia
$2.51K
FFA
220
Farther Finance Advisors
California
$2.4K +$604 +6 +35%
PWMG
221
Private Wealth Management Group
New Jersey
$2.09K
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$1.78K +$201 +2 +13%
SIC
223
SJS Investment Consulting
Ohio
$1.57K +$101 +1 +7%
PS
224
Principal Securities
Iowa
$1.05K +$1.01K +10 New
CAL
225
Capital Advisors Ltd
Ohio
$1K

BOKF Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2024, worth a combined $2.28B — up 11% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BOKF positions and 21 closed out — a net gain of 16 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $50.3M. The largest seller was BOK Financial, cutting an estimated $54.6M.

  • 233 institutional investors held BOK Financial (BOKF) as of Q3 2024, up from 218 in Q2 2024.
  • Funds reported $2.28B of BOK Financial stock for Q3 2024, up 11% quarter-over-quarter.
  • 37 funds opened new BOK Financial positions in Q3 2024 and 21 closed out, a net change of +16 holders.
  • The largest BOK Financial buyer in Q3 2024 was CIBC World Market, an estimated $50.3M added.
  • The largest BOK Financial seller in Q3 2024 was BOK Financial, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2024.