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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
TAM
276
TCP Asset Management
Ohio
$363K – – –
IWM
277
IHT Wealth Management
Illinois
$363K +$14.2K +412 +4%
VDI
278
Vaughan David Investments
Illinois
$363K – – –
FMWA
279
Forvis Mazars Wealth Advisors
Missouri
$362K – – –
EFG
280
Everhart Financial Group
Ohio
$357K +$121K +3,520 +53%
FRM
281
Fox Run Management
Connecticut
$343K +$339K +9,820 New
PE
282
Point72 Europe
United Kingdom
$342K +$337K +9,782 New
FIC
283
FCG Investment Company
Tennessee
$341K +$337K +9,775 New
PGFC
284
Peapack-Gladstone Financial Corp
New Jersey
$335K – – –
BAM
285
Belpointe Asset Management
Nevada
$334K +$5.07K +147 +2%
PGF
286
Plan Group Financial
Oklahoma
$328K -$1.62K -47 -0.5%
CC
287
Chicago Capital
Illinois
$325K – – –
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$325K -$16K -464 -5%
UCFA
289
United Capital Financial Advisors
Texas
$317K -$148K -4,288 -32%
FNBT
290
FineMark National Bank & Trust
Florida
$310K – – –
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$310K -$67.7K -1,961 -18%
YMRC
292
Yorktown Management & Research Company
Virginia
$304K – – –
SAM
293
Smartleaf Asset Management
Massachusetts
$304K +$300K +8,696 New
M&T Bank
294
M&T Bank
New York
$303K -$61.9K -1,794 -17%
Wealth Enhancement Advisory Services
295
Wealth Enhancement Advisory Services
Minnesota
$303K -$31.2K -905 -9%
KA
296
Kovack Advisors
Florida
$303K +$69 +2 +0%
SCM
297
Shelton Capital Management
Colorado
$303K -$22.6K -654 -7%
BL
298
BFSG LLC
California
$298K -$28.1K -815 -9%
IWC
299
Integrated Wealth Concepts
Massachusetts
$291K – – –
SP
300
Systematic Portfolios
New York
$285K +$281K +8,149 New
10 11
12
13 14

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.