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OGE Energy

439 hedge funds and large institutions have $4.17B invested in OGE Energy in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 140 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $4.08B → $4.17B (+$90.3M)

0.66% more ownership

Funds ownership: 64.08%64.74% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 140

5% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 61

2% less funds holding

Funds holding: 446439 (-7)

13% less call options, than puts

Call options by funds: $4.39M | Put options by funds: $5.05M

Holders
439
Holders Change
-7
Holders Change %
-1.57%
% of All Funds
7.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
58
Increased
137
Reduced
140
Closed
61
Calls
$4.39M
Puts
$5.05M
Net Calls
-$653K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$256K +$7.22K +229 +3%
RB
302
Rodgers Brothers
Pennsylvania
$249K +$243K +7,700 New
CS
303
Comerica Securities
Michigan
$240K -$6.02K -191 -3%
NPF
304
Norris Perne & French
Michigan
$239K +$12.6K +400 +6%
LNC
305
Lincoln National Corp
Pennsylvania
$236K +$230K +7,298 New
NPPM
306
North Point Portfolio Managers
Ohio
$233K
CI
307
Cigna Investments
Connecticut
$232K +$8.04K +255 +4%
AA
308
Advisory Alpha
Michigan
$232K +$226K +7,168 New
CANY
309
Caxton Associates (New York)
New York
$230K +$224K +7,097 New
CST
310
Charles Schwab Trust
Nevada
$228K +$221K +7,000 New
IC
311
Inscription Capital
Texas
$227K
WIC
312
Woodmont Investment Counsel
Tennessee
$220K -$6.67M -211,478 -97%
LSV Asset Management
313
LSV Asset Management
Illinois
$220K
AAS
314
Avantax Advisory Services
Texas
$219K +$213K +6,760 New
MCA
315
Mercer Capital Advisers
New Jersey
$218K +$2.55K +81 +1%
BA
316
Ballast Advisors
Minnesota
$216K
IRF
317
IBM Retirement Fund
New York
$215K -$21.4K -678 -9%
MSFP
318
Mark Sheptoff Financial Planning
Connecticut
$214K
AWM
319
Accel Wealth Management
Iowa
$214K +$208K +6,600 New
CWM
320
CCG Wealth Management
California
$213K
CAI
321
Capital Advisors Inc
Oklahoma
$212K -$3.53K -112 -2%
NA
322
NewEdge Advisors
Louisiana
$211K -$28.3K -899 -12%
GHA
323
GW Henssler & Associates
Georgia
$208K +$3.15K +100 +2%
BC
324
Burney Company
Virginia
$202K +$197K +6,253 New
BWM
325
BerganKDV Wealth Management
Minnesota
$196K

OGE Hedge Fund Activity: Q1 2021 in Review

439 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q1 2021, worth a combined $4.17B — up 2.2% from $4.08B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of OGE and 58 opened new positions — a net loss of 3 holders — while 140 trimmed existing stakes and 137 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $82.8M. The largest seller was Brookfield Corp, exiting entirely with an estimated $46.7M sold.

  • 439 institutional investors held OGE Energy (OGE) as of Q1 2021, down from 446 in Q4 2020.
  • Funds reported $4.17B of OGE Energy stock for Q1 2021, up 2.2% quarter-over-quarter.
  • 58 funds opened new OGE Energy positions in Q1 2021 and 61 closed out, a net change of -3 holders.
  • The largest OGE Energy buyer in Q1 2021 was Artisan Partners, an estimated $82.8M added.
  • The largest OGE Energy seller in Q1 2021 was Brookfield Corp, an estimated $46.7M sold.

Based on aggregated 13F filings for Q1 2021.