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BOK Financial

171 hedge funds and large institutions have $1.7B invested in BOK Financial in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $1.28B → $1.7B (+$421M)

9% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $2.88M

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0.18% more ownership

Funds ownership: 42.67%42.85% (+0.18%)

0% more funds holding

Funds holding: 171171 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
55
Reduced
67
Closed
29
Calls
$3.13M
Puts
$2.88M
Net Calls
+$248K
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$261M +$3.95M +77,205 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$181M -$7.99M -156,172 -5%
GKFF
3
George Kaiser Family Foundation
Oklahoma
$164M
AI
4
Ariel Investments
Illinois
$85.6M +$7.56M +147,704 +11%
BlackRock
5
BlackRock
New York
$83M -$1.99M -38,873 -3%
CWM
6
CIBC World Markets
New York
$76.7M +$2.39M +46,601 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$70M -$13.4M -261,704 -17%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$69.9M -$1.28M -25,000 -2%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$69M +$13.7M +267,614 +28%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$66.1M +$16.1M +315,409 +37%
Artisan Partners
11
Artisan Partners
Wisconsin
$53.9M -$9.55M -186,519 -16%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$53.6M -$512 -10 -0%
State Street
13
State Street
Massachusetts
$43.2M +$8.05M +157,227 +26%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$38.6M -$2.32M -45,415 -6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$23.2M +$129K +2,516 +0.6%
RP
16
Reinhart Partners
Wisconsin
$20.2M +$4.43M +86,610 +32%
RA
17
Royce & Associates
New York
$20M -$1.98M -38,682 -10%
Norges Bank
18
Norges Bank
Norway
$18.5M -$563K -11,000 -3%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$15.9M +$2.12M +41,340 +17%
Bank of America
20
Bank of America
North Carolina
$14.9M -$11.5M -224,978 -46%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.5M -$451K -8,816 -3%
Goldman Sachs
22
Goldman Sachs
New York
$13.7M +$76.1K +1,486 +0.6%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$13.2M +$5.24M +102,300 +78%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7M -$10.8M -210,636 -48%
Northern Trust
25
Northern Trust
Illinois
$12.3M +$2.15K +42 +0%

BOKF Hedge Fund Activity: Q2 2020 in Review

171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2020, worth a combined $1.7B — up 33% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BOKF positions and 29 closed out — a net gain of 1 holder — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $16.1M. The largest seller was Fidelity Investments, cutting an estimated $13.4M.

  • 171 institutional investors held BOK Financial (BOKF) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $1.7B of BOK Financial stock for Q2 2020, up 33% quarter-over-quarter.
  • 30 funds opened new BOK Financial positions in Q2 2020 and 29 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2020 was Dimensional Fund Advisors, an estimated $16.1M added.
  • The largest BOK Financial seller in Q2 2020 was Fidelity Investments, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.