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BOK Financial

190 hedge funds and large institutions have $1.92B invested in BOK Financial in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.39% less ownership

Funds ownership: 38.56%37.17% (-1.4%)

5% less funds holding

Funds holding: 199190 (-9)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

22% less capital invested

Capital invested by funds: $2.47B → $1.92B (-$553M)

30% less call options, than puts

Call options by funds: $537K | Put options by funds: $771K

Holders
190
Holders Change
-9
Holders Change %
-4.52%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
68
Reduced
61
Closed
29
Calls
$537K
Puts
$771K
Net Calls
-$234K
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$250M +$1.52M +17,997 +0.5%
GKFF
2
George Kaiser Family Foundation
Oklahoma
$242M
Vanguard Group
3
Vanguard Group
Pennsylvania
$220M +$3.23M +38,252 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$168M -$18M -213,421 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$129M +$8.44M +100,141 +6%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$101M -$2.79M -33,131 -2%
BlackRock
7
BlackRock
New York
$99.4M +$909K +10,782 +0.8%
CWM
8
CIBC World Markets
New York
$79.2M
State Street
9
State Street
Massachusetts
$73.2M -$22.2M -263,254 -21%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$72.2M -$3.19M -37,831 -4%
Capital Research Global Investors
11
Capital Research Global Investors
California
$52.3M -$69.8M -827,422 -54%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.5M -$946K -11,218 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$22.9M +$20M +237,549 +363%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.1M -$119K -1,417 -0.5%
Goldman Sachs
15
Goldman Sachs
New York
$18.9M -$3.15M -37,353 -13%
Norges Bank
16
Norges Bank
Norway
$18.7M -$2.28M -27,043 -10%
Charles Schwab
17
Charles Schwab
California
$17.9M +$1.06M +12,591 +6%
RP
18
Reinhart Partners
Wisconsin
$17.7M +$158K +1,868 +0.8%
RA
19
Royce & Associates
New York
$15M -$1.37M -16,287 -8%
Morgan Stanley
20
Morgan Stanley
New York
$13.2M +$10.3M +122,584 +238%
William Blair & Company
21
William Blair & Company
Illinois
$12.2M
Northern Trust
22
Northern Trust
Illinois
$12M -$107K -1,265 -0.8%
First Trust Advisors
23
First Trust Advisors
Illinois
$10.7M -$2.11M -25,076 -15%
BF
24
BOK Financial
Oklahoma
$10.6M +$66K +783 +0.6%
Wells Fargo
25
Wells Fargo
California
$10.1M -$3.13M -37,059 -22%

BOKF Hedge Fund Activity: Q2 2022 in Review

190 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2022, worth a combined $1.92B — down 22% from $2.47B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BOKF and 25 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 68 added.

The largest buyer was Citadel Advisors, adding an estimated $20M. The largest seller was Capital Research Global Investors, cutting an estimated $69.8M.

  • 190 institutional investors held BOK Financial (BOKF) as of Q2 2022, down from 199 in Q1 2022.
  • Funds reported $1.92B of BOK Financial stock for Q2 2022, down 22% quarter-over-quarter.
  • 25 funds opened new BOK Financial positions in Q2 2022 and 29 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2022 was Citadel Advisors, an estimated $20M added.
  • The largest BOK Financial seller in Q2 2022 was Capital Research Global Investors, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2022.