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BOK Financial

191 hedge funds and large institutions have $2.25B invested in BOK Financial in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,888% more call options, than puts

Call options by funds: $879K | Put options by funds: $8K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $1.92B → $2.25B (+$333M)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

1% more funds holding

Funds holding: 190191 (+1)

0.14% more ownership

Funds ownership: 37.17%37.31% (+0.14%)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
62
Reduced
61
Closed
29
Calls
$879K
Puts
$8K
Net Calls
+$871K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$285M
AI
2
Ariel Investments
Illinois
$270M -$23M -265,841 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$259M +$383K +4,422 +0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$198M +$884K +10,213 +0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$145M -$5.87M -67,805 -4%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$118M -$946K -10,926 -0.8%
BlackRock
7
BlackRock
New York
$114M -$3.09M -35,652 -3%
CWM
8
CIBC World Markets
New York
$93.1M
State Street
9
State Street
Massachusetts
$84.8M -$1.17M -13,559 -1%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$80.5M -$4.25M -49,104 -5%
BF
11
BOK Financial
Oklahoma
$60.1M +$46.3M +535,081 +380%
Goldman Sachs
12
Goldman Sachs
New York
$52.8M +$29.8M +344,383 +138%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$38M -$244K -2,823 -0.7%
Millennium Management
14
Millennium Management
New York
$29.8M +$26.1M +301,155 +886%
Norges Bank
15
Norges Bank
Norway
$24.7M +$2.68M +30,955 +13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.7M +$2.68K +31 +0%
Charles Schwab
17
Charles Schwab
California
$21.2M +$207K +2,393 +1%
RP
18
Reinhart Partners
Wisconsin
$19.4M -$1.31M -15,155 -6%
RA
19
Royce & Associates
New York
$17.6M -$692 -8 -0%
William Blair & Company
20
William Blair & Company
Illinois
$17.4M +$3.01M +34,732 +22%
AQR Capital Management
21
AQR Capital Management
Connecticut
$16.4M +$6.11M +70,587 +62%
Northern Trust
22
Northern Trust
Illinois
$13.7M -$316K -3,651 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$13.3M -$13.2M -152,932 -50%
First Trust Advisors
24
First Trust Advisors
Illinois
$13.1M +$540K +6,239 +4%
GC
25
Gillson Capital
Illinois
$11.9M +$11.6M +134,484 New

BOKF Hedge Fund Activity: Q3 2022 in Review

191 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2022, worth a combined $2.25B — up 17% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BOKF positions and 29 closed out — a net gain of 2 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was BOK Financial, adding an estimated $46.3M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $52.3M sold.

  • 191 institutional investors held BOK Financial (BOKF) as of Q3 2022, up from 190 in Q2 2022.
  • Funds reported $2.25B of BOK Financial stock for Q3 2022, up 17% quarter-over-quarter.
  • 31 funds opened new BOK Financial positions in Q3 2022 and 29 closed out, a net change of +2 holders.
  • The largest BOK Financial buyer in Q3 2022 was BOK Financial, an estimated $46.3M added.
  • The largest BOK Financial seller in Q3 2022 was Capital Research Global Investors, an estimated $52.3M sold.

Based on aggregated 13F filings for Q3 2022.