BOK Financial
BOKF
202 hedge funds and large institutions have $1.85B invested in BOK Financial in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 81 reducing their positions, and 38 closing their positions.
362% more call options, than puts
Call options by funds: $1.92M | Put options by funds: $415K
0.93% less ownership
Funds ownership: 35.97% → 35.04% (-0.93%)
4% less capital invested
Capital invested by funds: $1.94B → $1.85B (-$85.8M)
7% less funds holding
Funds holding: 217 → 202 (-15)
34% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 38
35% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 81
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.9M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$9.17M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.89M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.69M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
+$5.3M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.4M |
| 2 |
Millennium Management
New York
|
-$8.05M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
-$7.98M |
| 4 |
State Street
Boston,
Massachusetts
|
-$7.83M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$6.66M |
BOKF Hedge Fund Activity: Q3 2023 in Review
202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2023, worth a combined $1.85B — down 4.4% from $1.94B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of BOKF and 25 opened new positions — a net loss of 13 holders — while 81 trimmed existing stakes and 53 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $22.4M.
- 202 institutional investors held BOK Financial (BOKF) as of Q3 2023, down from 217 in Q2 2023.
- Funds reported $1.85B of BOK Financial stock for Q3 2023, down 4.4% quarter-over-quarter.
- 25 funds opened new BOK Financial positions in Q3 2023 and 38 closed out, a net change of -13 holders.
- The largest BOK Financial buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $11.9M added.
- The largest BOK Financial seller in Q3 2023 was Fidelity Investments, an estimated $22.4M sold.
Based on aggregated 13F filings for Q3 2023.