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BOK Financial

236 hedge funds and large institutions have $2.49B invested in BOK Financial in 2022 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 14

24% more funds holding

Funds holding: 191236 (+45)

11% more capital invested

Capital invested by funds: $2.25B → $2.49B (+$237M)

0.6% more ownership

Funds ownership: 37.31%37.91% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 71

97% less call options, than puts

Call options by funds: $3.7M | Put options by funds: $111M

Holders
236
Holders Change
+45
Holders Change %
+23.56%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
61
Increased
68
Reduced
71
Closed
14
Calls
$3.7M
Puts
$111M
Net Calls
-$107M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$333M
Vanguard Group
2
Vanguard Group
Pennsylvania
$280M -$21.6M -212,843 -7%
AI
3
Ariel Investments
Illinois
$275M -$39.4M -388,693 -13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$178M -$51.9M -511,415 -23%
BlackRock
5
BlackRock
New York
$139M +$6.52M +64,343 +5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$136M -$1.54M -15,236 -1%
Citadel Advisors
7
Citadel Advisors
Florida
$115M +$96.6M +953,264 +635%
CWM
8
CIBC World Markets
New York
$109M
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$91.1M -$2.9M -28,624 -3%
State Street
10
State Street
Massachusetts
$80.8M -$17.8M -175,918 -18%
BF
11
BOK Financial
Oklahoma
$66.7M -$3.33M -32,837 -5%
Millennium Management
12
Millennium Management
New York
$61M +$25.6M +252,346 +75%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$46.2M +$1.78M +17,561 +4%
Goldman Sachs
14
Goldman Sachs
New York
$39.7M -$21.5M -212,455 -36%
SSA
15
Schonfeld Strategic Advisors
New York
$37.1M +$36M +354,733 +11,085%
Norges Bank
16
Norges Bank
Norway
$30.8M +$1.82M +17,996 +6%
Charles Schwab
17
Charles Schwab
California
$25.3M +$438K +4,319 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$21.5M -$6.06M -59,802 -22%
RA
19
Royce & Associates
New York
$20.6M +$6.59K +65 +0%
William Blair & Company
20
William Blair & Company
Illinois
$20.3M
Walleye Capital
21
Walleye Capital
New York
$19.9M +$19.4M +191,343 New
RP
22
Reinhart Partners
Wisconsin
$16.9M -$5.67M -55,949 -26%
Morgan Stanley
23
Morgan Stanley
New York
$15.7M +$2.31M +22,829 +18%
First Trust Advisors
24
First Trust Advisors
Illinois
$15.6M +$273K +2,694 +2%
Northern Trust
25
Northern Trust
Illinois
$15.2M -$826K -8,146 -5%

BOKF Hedge Fund Activity: Q4 2022 in Review

236 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2022, worth a combined $2.49B — up 11% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOKF positions and 14 closed out — a net gain of 47 holders — while 68 added to existing stakes and 71 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $96.6M. The largest seller was Fidelity Investments, cutting an estimated $51.9M.

  • 236 institutional investors held BOK Financial (BOKF) as of Q4 2022, up from 191 in Q3 2022.
  • Funds reported $2.49B of BOK Financial stock for Q4 2022, up 11% quarter-over-quarter.
  • 61 funds opened new BOK Financial positions in Q4 2022 and 14 closed out, a net change of +47 holders.
  • The largest BOK Financial buyer in Q4 2022 was Citadel Advisors, an estimated $96.6M added.
  • The largest BOK Financial seller in Q4 2022 was Fidelity Investments, an estimated $51.9M sold.

Based on aggregated 13F filings for Q4 2022.