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BOK Financial

218 hedge funds and large institutions have $2.07B invested in BOK Financial in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

12% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.69M

8% more funds holding

Funds holding: 202218 (+16)

0.09% more ownership

Funds ownership: 34.86%34.94% (+0.09%)

0% less capital invested

Capital invested by funds: $2.07B → $2.07B (-$5.38M)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
63
Reduced
76
Closed
18
Calls
$1.89M
Puts
$1.69M
Net Calls
+$201K
Net Calls Change
-$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$308M
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M -$13.2M -145,697 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$199M +$11.4M +125,950 +6%
AI
4
Ariel Investments
Illinois
$176M -$21.6M -239,164 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$147M +$1.61M +17,816 +1%
BlackRock
6
BlackRock
New York
$113M -$10.1M -111,834 -8%
CWM
7
CIBC World Markets
New York
$108M
State Street
8
State Street
Massachusetts
$78.6M +$3.03M +33,553 +4%
BF
9
BOK Financial
Oklahoma
$61.7M -$3.13M -34,623 -5%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$54.7M -$14.4M -159,144 -21%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$52M +$51.2M +567,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$41.4M -$2.72M -30,119 -6%
Citadel Advisors
13
Citadel Advisors
Florida
$30.6M +$3.44M +38,073 +13%
Charles Schwab
14
Charles Schwab
California
$24.7M -$144K -1,590 -0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$21.1M -$278K -3,081 -1%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$20M +$19.7M +218,513 +4,370,260%
William Blair & Company
17
William Blair & Company
Illinois
$17.9M
Norges Bank
18
Norges Bank
Norway
$17M -$5.04M -55,748 -23%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$16.4M +$1.08M +12,002 +7%
AQR Capital Management
20
AQR Capital Management
Connecticut
$16.2M -$9.5M -105,184 -37%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$16M +$12.3M +135,629 +346%
Northern Trust
22
Northern Trust
Illinois
$14.7M -$12.6K -140 -0.1%
Morgan Stanley
23
Morgan Stanley
New York
$14M -$724K -8,008 -5%
Goldman Sachs
24
Goldman Sachs
New York
$13.4M -$3.01M -33,300 -18%
RP
25
Reinhart Partners
Wisconsin
$12.3M -$1.12M -12,399 -8%

BOKF Hedge Fund Activity: Q2 2024 in Review

218 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2024, worth a combined $2.07B — down 0.26% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BOKF positions and 18 closed out — a net gain of 17 holders — while 63 added to existing stakes and 76 trimmed.

The largest buyer was CIBC World Market, opening a new position worth an estimated $51.2M. The largest seller was Ariel Investments, cutting an estimated $21.6M.

  • 218 institutional investors held BOK Financial (BOKF) as of Q2 2024, up from 202 in Q1 2024.
  • Funds reported $2.07B of BOK Financial stock for Q2 2024, down 0.26% quarter-over-quarter.
  • 35 funds opened new BOK Financial positions in Q2 2024 and 18 closed out, a net change of +17 holders.
  • The largest BOK Financial buyer in Q2 2024 was CIBC World Market, an estimated $51.2M added.
  • The largest BOK Financial seller in Q2 2024 was Ariel Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2024.