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BOK Financial

199 hedge funds and large institutions have $2.47B invested in BOK Financial in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $751K

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

5% more funds holding

Funds holding: 189199 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 38.82%38.56% (-0.26%)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

12% less capital invested

Capital invested by funds: $2.81B → $2.47B (-$339M)

Holders
199
Holders Change
+10
Holders Change %
+5.29%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
59
Reduced
67
Closed
16
Calls
$3.43M
Puts
$751K
Net Calls
+$2.68M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$308M -$2.4M -23,223 -0.7%
GKFF
2
George Kaiser Family Foundation
Oklahoma
$301M
Vanguard Group
3
Vanguard Group
Pennsylvania
$270M -$563K -5,451 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$228M -$10.2M -98,725 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$151M +$8.11M +78,599 +5%
Capital Research Global Investors
6
Capital Research Global Investors
California
$143M -$162K -1,569 -0.1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$129M -$4.13M -39,965 -3%
BlackRock
8
BlackRock
New York
$123M -$2.38M -23,043 -2%
State Street
9
State Street
Massachusetts
$116M +$34.4M +332,904 +37%
CWM
10
CIBC World Markets
New York
$98.4M -$3.87M -37,535 -3%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$93.3M -$10.2M -98,452 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$41.5M +$804K +7,792 +2%
Goldman Sachs
13
Goldman Sachs
New York
$27M +$2M +19,388 +7%
Norges Bank
14
Norges Bank
Norway
$25.8M -$1.46M -14,104 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.2M +$241K +2,337 +0.9%
RP
16
Reinhart Partners
Wisconsin
$21.8M -$385K -3,725 -2%
Charles Schwab
17
Charles Schwab
California
$21.1M +$647K +6,272 +3%
RA
18
Royce & Associates
New York
$20.2M -$4.49M -43,485 -17%
Wells Fargo
19
Wells Fargo
California
$16M +$2.22M +21,524 +14%
First Trust Advisors
20
First Trust Advisors
Illinois
$15.6M -$8.32M -80,607 -33%
AQR Capital Management
21
AQR Capital Management
Connecticut
$15.4M -$595K -5,761 -3%
William Blair & Company
22
William Blair & Company
Illinois
$15.1M
Northern Trust
23
Northern Trust
Illinois
$15M +$284K +2,756 +2%
BF
24
BOK Financial
Oklahoma
$13.2M -$188K -1,826 -1%
N
25
Nuveen
North Carolina
$13M +$420K +4,070 +3%

BOKF Hedge Fund Activity: Q1 2022 in Review

199 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2022, worth a combined $2.47B — down 12% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BOKF positions and 16 closed out — a net gain of 12 holders — while 59 added to existing stakes and 67 trimmed.

The largest buyer was State Street, adding an estimated $34.4M. The largest seller was Westwood Holdings Group, cutting an estimated $18.3M.

  • 199 institutional investors held BOK Financial (BOKF) as of Q1 2022, up from 189 in Q4 2021.
  • Funds reported $2.47B of BOK Financial stock for Q1 2022, down 12% quarter-over-quarter.
  • 28 funds opened new BOK Financial positions in Q1 2022 and 16 closed out, a net change of +12 holders.
  • The largest BOK Financial buyer in Q1 2022 was State Street, an estimated $34.4M added.
  • The largest BOK Financial seller in Q1 2022 was Westwood Holdings Group, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2022.