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OGE Energy
OGE

473 hedge funds and large institutions have $5.1B invested in OGE Energy in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

685% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $394K

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $4.64B → $5.1B (+$461M)

4% more funds holding

Funds holding: 457 → 473 (+16)

3.46% more ownership

Funds ownership: 69.44% → 72.9% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 157

Holders
473
Holders Change
+16
Holders Change %
+3.5%
% of All Funds
6.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
73
Increased
140
Reduced
157
Closed
53
Calls
$3.09M
Puts
$394K
Net Calls
+$2.7M
Net Calls Change
+$375K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$127M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$108M
3
Morgan Stanley
Morgan Stanley
New York
+$67.2M
4
BlackRock
BlackRock
New York
+$27.2M
5
MHI
Miller Howard Investments
New York
+$24.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$103M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$27.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$22.2M
4
Millennium Management
Millennium Management
New York
-$19.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAA Trust, National Association
251
TIAA Trust, National Association
North Carolina
$489K -$49.6K -1,437 -9%
BMCM
252
Burns Matteson Capital Management
New York
$489K +$3.17K +92 +0.7%
SAM
253
Shell Asset Management
Netherlands
$486K +$65.9K +1,910 +16%
RFC
254
Regions Financial Corp
Alabama
$485K -$13.6K -393 -3%
CAM
255
Cresset Asset Management
Illinois
$482K +$96.4K +2,793 +25%
BHWM
256
Bar Harbor Wealth Management
New Hampshire
$479K – – –
OCM
257
Orleans Capital Management
Louisiana
$472K -$218K -6,305 -32%
TLA
258
Tanglewood Legacy Advisors
Texas
$472K – – –
LNC
259
Lincoln National Corp
Pennsylvania
$463K +$3.76K +109 +0.8%
CL
260
COWA LLC
Oklahoma
$459K – – –
IAN
261
Integrated Advisors Network
Texas
$451K – – –
KFA
262
Krane Funds Advisors
New York
$450K -$38.2K -1,106 -8%
FCI
263
Financial Counselors Inc
Kansas
$430K -$63.8K -1,849 -13%
FIA
264
Foundations Investment Advisors
Arizona
$422K -$23.4K -678 -5%
BFA
265
Brendel Financial Advisors
New Hampshire
$419K +$414K +12,000 New
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$411K +$15K +435 +4%
GCP
267
GSA Capital Partners
United Kingdom
$401K -$67.7K -1,962 -15%
KI
268
Kapitalo Investimentos
Brazil
$399K +$395K +11,437 New
JC
269
JB Capital
Connecticut
$394K – – –
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
$392K -$1.52M -44,010 -80%
BRWA
271
B. Riley Wealth Advisors
Florida
$391K +$66.2K +1,918 +21%
BPA
272
Beacon Pointe Advisors
California
$390K +$77.4K +2,243 +25%
CIA
273
Concurrent Investment Advisors
Florida
$380K +$375K +10,865 New
TA
274
Tectonic Advisors
Texas
$371K +$19.4K +563 +6%
HNB
275
Huntington National Bank
Ohio
$368K -$40.8K -1,184 -10%
9 10
11
12 13

OGE Hedge Fund Activity: Q4 2023 in Review

473 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q4 2023, worth a combined $5.1B — up 9.9% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new OGE positions and 53 closed out — a net gain of 20 holders — while 140 added to existing stakes and 157 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $127M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 473 institutional investors held OGE Energy (OGE) as of Q4 2023, up from 457 in Q3 2023.
  • Funds reported $5.1B of OGE Energy stock for Q4 2023, up 9.9% quarter-over-quarter.
  • 73 funds opened new OGE Energy positions in Q4 2023 and 53 closed out, a net change of +20 holders.
  • The largest OGE Energy buyer in Q4 2023 was Boston Partners, an estimated $127M added.
  • The largest OGE Energy seller in Q4 2023 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2023.