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BOK Financial
BOKF

Overview Fund Activity

232 hedge funds and large institutions have $2.27B 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.36%
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
22
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$112M
2
Millennium Management
2
Millennium Management
New York
$20.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$238M
4
Citadel Advisors
4
Citadel Advisors
Florida
$42.6M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$24M

Top Sellers

1
BF
1
BOK Financial
Oklahoma
$13.2M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$35.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$255M
5
BlackRock
5
BlackRock
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
201
Whittier Trust
California
$12.8K – – –
VCM
202
Versant Capital Management
Arizona
$12.6K +$5.75K +55 +85%
HFM
203
Harvest Fund Management
China
$11K +$11K +107 New
LI
204
LRI Investments
Florida
$10.8K – – –
PFBT
205
Parkside Financial Bank & Trust
Missouri
$10.8K +$4.19K +40 +63%
MG
206
Mather Group
Illinois
$10.5K – – –
SAM
207
Smartleaf Asset Management
Massachusetts
$10.2K +$6.47K +62 +172%
C
208
Covestor
United Kingdom
$10K -$22.2K -213 -69%
HWM
209
Hemington Wealth Management
Virginia
$10K +$10K +100 New
RIM
210
Ranger Investment Management
Texas
$9.73K – – –
S
211
Sachetta
Massachusetts
$7.53K – – –
EWA
212
EverSource Wealth Advisors
Alabama
$7.01K +$3.35K +32 +91%
CTA
213
Colonial Trust Advisors
South Carolina
$6.7K – – –
BTI
214
Blue Trust Inc
Georgia
$5.5K +$4.86K +53 +757%
JWA
215
JFS Wealth Advisors
Pennsylvania
$4.92K +$837 +8 +21%
HNB
216
Huntington National Bank
Ohio
$4.08K – – –
BIA
217
Bell Investment Advisors
California
$2.93K – – –
S
218
SignatureFD
Georgia
$2.51K – – –
FFA
219
Farther Finance Advisors
California
$2.4K +$627 +6 +35%
PWMG
220
Private Wealth Management Group
New Jersey
$2.09K – – –
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$1.78K +$209 +2 +13%
SIC
222
SJS Investment Consulting
Ohio
$1.57K +$105 +1 +7%
PS
223
Principal Securities
Iowa
$1.05K +$1.05K +10 New
CAL
224
Capital Advisors Ltd
Ohio
$1K – – –
PTC
225
Private Trust Company
Ohio
$942 – – –
7 8
9
10 11