BOKF icon

BOK Financial
BOKF

Overview Fund Activity

171 hedge funds and large institutions have $1.28B invested in BOK Financial in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-19
Holders Change %
-10%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
70
Reduced
47
Closed
48
Calls
$3.47M
Puts
$7.35M
Net Calls
-$3.88M
Net Calls Change
-$1.53M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
$193M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$40.7M
3
Artisan Partners
Artisan Partners
Wisconsin
$48.6M
4
Millennium Management
Millennium Management
New York
$9.37M
5
AI
Ariel Investments
Illinois
$58.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$0
3
Ameriprise
Ameriprise
Minnesota
$0
4
American Century Companies
American Century Companies
Missouri
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aristotle Capital Management
1
Aristotle Capital Management
California
$193M +$52.9M +1,242,745 +38%
Vanguard Group
2
Vanguard Group
Pennsylvania
$143M +$3.48M +81,752 +2%
GKFF
3
George Kaiser Family Foundation
Oklahoma
$123M – – –
BlackRock
4
BlackRock
New York
$64.2M +$1.61M +37,852 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$63.9M -$3M -70,479 -4%
AI
6
Ariel Investments
Illinois
$58.3M +$6.4M +150,322 +12%
CWM
7
CIBC World Markets
New York
$55.8M +$4.31M +101,300 +8%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$53.9M -$1.4M -32,814 -3%
Artisan Partners
9
Artisan Partners
Wisconsin
$48.6M +$8.36M +196,375 +21%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$40.7M +$13.2M +310,468 +48%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$40.4M +$426 +10 +0%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$36.4M +$4.57M +107,294 +14%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$31M +$903K +21,215 +3%
State Street
14
State Street
Massachusetts
$25.9M -$1.23M -28,894 -5%
Bank of America
15
Bank of America
North Carolina
$20.8M +$4.56M +107,237 +28%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.9M -$1.98M -46,632 -10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$17.4M +$102K +2,389 +0.6%
RA
18
Royce & Associates
New York
$16.7M +$1.68M +39,500 +11%
Norges Bank
19
Norges Bank
Norway
$14.4M – – –
RP
20
Reinhart Partners
Wisconsin
$11.5M -$115K -2,705 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$11.3M -$1.06M -24,823 -9%
Goldman Sachs
22
Goldman Sachs
New York
$10.3M +$1.82M +42,748 +21%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$10.2M -$1.62M -37,955 -14%
Charles Schwab
24
Charles Schwab
California
$9.47M +$513K +12,051 +6%
Millennium Management
25
Millennium Management
New York
$9.37M +$8.02M +188,519 +596%
1
2 3 4 5