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BOK Financial

233 hedge funds and large institutions have $2.28B invested in BOK Financial in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $774K

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $2.07B → $2.28B (+$219M)

7% more funds holding

Funds holding: 218233 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.88% less ownership

Funds ownership: 34.94%34.06% (-0.88%)

Holders
233
Holders Change
+15
Holders Change %
+6.88%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
71
Reduced
71
Closed
21
Calls
$2.97M
Puts
$774K
Net Calls
+$2.2M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$352M
Vanguard Group
2
Vanguard Group
Pennsylvania
$255M -$13.1M -130,489 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$238M +$9.82M +97,584 +4%
AI
4
Ariel Investments
Illinois
$195M -$5.58M -55,435 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$167M -$202K -2,011 -0.1%
CWM
6
CIBC World Markets
New York
$123M
BlackRock
7
BlackRock
New York
$118M -$10.8M -107,741 -9%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$112M +$50.3M +500,000 +88%
State Street
9
State Street
Massachusetts
$86M -$3.6M -35,722 -4%
Citadel Advisors
10
Citadel Advisors
Florida
$42.6M +$7.36M +73,175 +22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$42.4M -$4.68M -46,535 -10%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$35.1M -$26.4M -262,080 -44%
Charles Schwab
13
Charles Schwab
California
$25M -$3.07M -30,553 -11%
AQR Capital Management
14
AQR Capital Management
Connecticut
$24M +$5.14M +51,027 +28%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$23.4M +$4.93M +48,942 +28%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.1M -$924K -9,183 -4%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$22.8M -$42.3K -420 -0.2%
Millennium Management
18
Millennium Management
New York
$20.4M +$18.4M +182,608 +1,432%
William Blair & Company
19
William Blair & Company
Illinois
$20.4M
Norges Bank
20
Norges Bank
Norway
$19.4M
Goldman Sachs
21
Goldman Sachs
New York
$14.9M -$453K -4,498 -3%
Northern Trust
22
Northern Trust
Illinois
$14.4M -$2.27M -22,541 -14%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$14.3M +$4.92M +48,874 +56%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$14.2M +$993K +9,863 +8%
Morgan Stanley
25
Morgan Stanley
New York
$13.8M -$2.09M -20,762 -14%

BOKF Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2024, worth a combined $2.28B — up 11% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BOKF positions and 21 closed out — a net gain of 16 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $50.3M. The largest seller was BOK Financial, cutting an estimated $54.6M.

  • 233 institutional investors held BOK Financial (BOKF) as of Q3 2024, up from 218 in Q2 2024.
  • Funds reported $2.28B of BOK Financial stock for Q3 2024, up 11% quarter-over-quarter.
  • 37 funds opened new BOK Financial positions in Q3 2024 and 21 closed out, a net change of +16 holders.
  • The largest BOK Financial buyer in Q3 2024 was CIBC World Market, an estimated $50.3M added.
  • The largest BOK Financial seller in Q3 2024 was BOK Financial, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2024.