BOK Financial
BOKF
170 hedge funds and large institutions have $1.5B invested in BOK Financial in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 28 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 171 → 170 (-1)
4% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 28
1.32% less ownership
Funds ownership: 42.85% → 41.53% (-1.3%)
12% less capital invested
Capital invested by funds: $1.7B → $1.5B (-$197M)
27% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 64
28% less call options, than puts
Call options by funds: $1.56M | Put options by funds: $2.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$37.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.11M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.48M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
-$55.4M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$30.5M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$12.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.54M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$8.32M |
BOKF Hedge Fund Activity: Q3 2020 in Review
170 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2020, worth a combined $1.5B — down 12% from $1.7B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of BOKF and 27 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 47 added.
The largest buyer was Ariel Investments, adding an estimated $37.1M. The largest seller was Aristotle Capital Management, cutting an estimated $55.4M.
- 170 institutional investors held BOK Financial (BOKF) as of Q3 2020, down from 171 in Q2 2020.
- Funds reported $1.5B of BOK Financial stock for Q3 2020, down 12% quarter-over-quarter.
- 27 funds opened new BOK Financial positions in Q3 2020 and 28 closed out, a net change of -1 holder.
- The largest BOK Financial buyer in Q3 2020 was Ariel Investments, an estimated $37.1M added.
- The largest BOK Financial seller in Q3 2020 was Aristotle Capital Management, an estimated $55.4M sold.
Based on aggregated 13F filings for Q3 2020.