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BOK Financial

217 hedge funds and large institutions have $1.94B invested in BOK Financial in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $4.19M | Put options by funds: $1.43M

0.48% less ownership

Funds ownership: 36.46%35.97% (-0.48%)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

2% less funds holding

Funds holding: 221217 (-4)

6% less capital invested

Capital invested by funds: $2.06B → $1.94B (-$124M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
72
Reduced
76
Closed
31
Calls
$4.19M
Puts
$1.43M
Net Calls
+$2.76M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$268M +$9.48M +115,040 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M +$3.67M +44,505 +2%
AI
3
Ariel Investments
Illinois
$191M -$16.5M -199,947 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$125M +$10.3M +125,536 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$109M -$18.9M -228,802 -15%
BlackRock
6
BlackRock
New York
$108M -$4.9M -59,490 -4%
CWM
7
CIBC World Markets
New York
$95.3M
State Street
8
State Street
Massachusetts
$72.2M +$1.7M +20,636 +2%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$70.7M +$481K +5,832 +0.7%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$68M -$41.7M -506,036 -38%
BF
11
BOK Financial
Oklahoma
$57.7M +$3.31M +40,197 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$37.1M +$249K +3,022 +0.7%
SSA
13
Schonfeld Strategic Advisors
New York
$25.1M +$12.8M +155,045 +100%
Goldman Sachs
14
Goldman Sachs
New York
$24.5M -$3.9M -47,365 -14%
Norges Bank
15
Norges Bank
Norway
$22.6M -$2.55M -30,945 -10%
Citadel Advisors
16
Citadel Advisors
Florida
$22.1M +$14M +169,380 +163%
Charles Schwab
17
Charles Schwab
California
$19.9M -$35.1K -426 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$19.7M +$2.75M +33,337 +16%
William Blair & Company
19
William Blair & Company
Illinois
$15.8M -$10.7K -130 -0.1%
Morgan Stanley
20
Morgan Stanley
New York
$15.4M +$1.17M +14,164 +8%
RP
21
Reinhart Partners
Wisconsin
$15.1M -$167K -2,026 -1%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$12.2M +$5.8M +70,404 +87%
RA
23
Royce & Associates
New York
$12M -$1.46M -17,690 -11%
GC
24
Gillson Capital
Illinois
$11.8M +$7.19M +87,252 +148%
Northern Trust
25
Northern Trust
Illinois
$11.8M -$59.4K -721 -0.5%

BOKF Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2023, worth a combined $1.94B — down 6% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of BOKF and 27 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 72 added.

The largest buyer was Citadel Advisors, adding an estimated $14M. The largest seller was Neuberger Berman Group, cutting an estimated $41.7M.

  • 217 institutional investors held BOK Financial (BOKF) as of Q2 2023, down from 221 in Q1 2023.
  • Funds reported $1.94B of BOK Financial stock for Q2 2023, down 6% quarter-over-quarter.
  • 27 funds opened new BOK Financial positions in Q2 2023 and 31 closed out, a net change of -4 holders.
  • The largest BOK Financial buyer in Q2 2023 was Citadel Advisors, an estimated $14M added.
  • The largest BOK Financial seller in Q2 2023 was Neuberger Berman Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2023.