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BOK Financial
BOKF

189 hedge funds and large institutions have $2.81B invested in BOK Financial in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $401K

20% more capital invested

Capital invested by funds: $2.33B → $2.81B (+$472M)

1.05% more ownership

Funds ownership: 37.77% → 38.82% (+1%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 190 → 189 (-1)

39% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 77

Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
47
Reduced
77
Closed
24
Calls
$1.77M
Puts
$401K
Net Calls
+$1.37M
Net Calls Change
-$626K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.1M
2
GKFF
George Kaiser Family Foundation
Oklahoma
+$31.9M
3
RIM
Redwood Investment Management
Arizona
+$5.87M
4
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.03M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.97M

Top Sellers

1
CWM
CIBC World Markets
New York
-$29.1M
2
BlackRock
BlackRock
New York
-$7.73M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$6.88M
4
State Street
State Street
Massachusetts
-$6.26M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
Ariel Investments
Illinois
$349M +$1.86M +18,140 +0.6%
GKFF
2
George Kaiser Family Foundation
Oklahoma
$338M +$31.9M +310,870 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$304M -$319K -3,110 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$267M +$91.1M +887,453 +54%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$161M -$2.8M -27,299 -2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$160M -$6.57K -64 -0%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$147M -$4.47M -43,547 -3%
BlackRock
8
BlackRock
New York
$140M -$7.73M -75,245 -5%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$115M -$6.1M -59,453 -5%
CWM
10
CIBC World Markets
New York
$114M -$29.1M -283,703 -21%
State Street
11
State Street
Massachusetts
$94.8M -$6.26M -60,921 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$45.8M +$1.89M +18,415 +4%
Norges Bank
13
Norges Bank
Norway
$30.4M – – –
WHG
14
Westwood Holdings Group
Texas
$29.8M -$2.26M -22,054 -7%
Goldman Sachs
15
Goldman Sachs
New York
$28.3M +$1.69M +16,454 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$28M -$477K -4,642 -2%
RA
17
Royce & Associates
New York
$27.2M -$2.48M -24,109 -9%
First Trust Advisors
18
First Trust Advisors
Illinois
$26M +$2.45M +23,872 +11%
RP
19
Reinhart Partners
Wisconsin
$24.9M -$1.89M -18,446 -7%
Charles Schwab
20
Charles Schwab
California
$23M +$291K +2,839 +1%
BNP Paribas Asset Management
21
BNP Paribas Asset Management
France
$21.7M +$678K +6,601 +3%
AQR Capital Management
22
AQR Capital Management
Connecticut
$17.7M -$6.88M -67,047 -28%
William Blair & Company
23
William Blair & Company
Illinois
$17M – – –
Citadel Advisors
24
Citadel Advisors
Florida
$16.6M -$4.41M -42,971 -21%
Northern Trust
25
Northern Trust
Illinois
$16.5M -$229K -2,233 -1%
1
2 3 4 5

BOKF Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2021, worth a combined $2.81B — up 20% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BOKF positions and 24 closed out — a net gain of 2 holders — while 47 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.1M. The largest seller was CIBC World Markets, cutting an estimated $29.1M.

  • 189 institutional investors held BOK Financial (BOKF) as of Q4 2021, down from 190 in Q3 2021.
  • Funds reported $2.81B of BOK Financial stock for Q4 2021, up 20% quarter-over-quarter.
  • 26 funds opened new BOK Financial positions in Q4 2021 and 24 closed out, a net change of +2 holders.
  • The largest BOK Financial buyer in Q4 2021 was Fidelity Investments, an estimated $91.1M added.
  • The largest BOK Financial seller in Q4 2021 was CIBC World Markets, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2021.