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OGE Energy

425 hedge funds and large institutions have $3.97B invested in OGE Energy in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 137 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $4M | Put options by funds: $2.51M

10% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 137

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0% more funds holding

Funds holding: 423425 (+2)

0.31% more ownership

Funds ownership: 64.95%65.25% (+0.31%)

0% less capital invested

Capital invested by funds: $3.97B → $3.97B (-$4.61M)

Holders
425
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.1%
New
52
Increased
151
Reduced
137
Closed
49
Calls
$4M
Puts
$2.51M
Net Calls
+$1.5M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$119K
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$118K -$726K -23,474 -86%
SWM
328
Sugarloaf Wealth Management
Georgia
$110K +$1.33K +43 +1%
SFS
329
Sowell Financial Services
Arkansas
$108K -$11.1K -358 -9%
BAM
330
Belpointe Asset Management
Nevada
$106K +$108K +3,483 New
CT
331
Caldwell Trust
Florida
$94.1K -$17.8K -575 -16%
HPC
332
HM Payson & Co
Maine
$93K
LFG
333
LifePlan Financial Group
Ohio
$92K
WEC
334
Winslow Evans & Crocker
Massachusetts
$85K
CFFP
335
Center for Financial Planning
Michigan
$83K
BCWM
336
Bartlett & Co Wealth Management
Ohio
$81.2K
BC
337
Bartlett & Co
Ohio
$81K
BFEC
338
Benjamin F. Edwards & Company
Missouri
$81K +$14.7K +476 +22%
CFA
339
Carroll Financial Associates
North Carolina
$79K
SBL
340
Sargent Bickham Lagudis
Colorado
$77K +$7.2K +233 +10%
MCM
341
MV Capital Management
Maryland
$74K
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$73K -$4.2K -136 -5%
WB
343
Webster Bank
Connecticut
$70K
PA
344
Parallel Advisors
California
$62K +$1.79K +58 +3%
AWM
345
Atticus Wealth Management
Florida
$61K
SIC
346
Salem Investment Counselors
North Carolina
$61K
EP
347
Eudaimonia Partners
Tennessee
$59K +$680 +22 +1%
OPS
348
Orion Portfolio Solutions
Nebraska
$54K +$39.1K +1,265 +245%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$53K -$1.24K -40 -2%
CIA
350
ClearBridge Investments (Australia)
Australia
$51K -$2.94K -95 -5%

OGE Hedge Fund Activity: Q2 2020 in Review

425 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q2 2020, worth a combined $3.97B — down 0.12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OGE positions and 49 closed out — a net gain of 3 holders — while 151 added to existing stakes and 137 trimmed.

The largest buyer was Thompson Siegel & Walmsley, opening a new position worth an estimated $99M. The largest seller was Amundi Asset Management US, cutting an estimated $35M.

  • 425 institutional investors held OGE Energy (OGE) as of Q2 2020, up from 423 in Q1 2020.
  • Funds reported $3.97B of OGE Energy stock for Q2 2020, down 0.12% quarter-over-quarter.
  • 52 funds opened new OGE Energy positions in Q2 2020 and 49 closed out, a net change of +3 holders.
  • The largest OGE Energy buyer in Q2 2020 was Thompson Siegel & Walmsley, an estimated $99M added.
  • The largest OGE Energy seller in Q2 2020 was Amundi Asset Management US, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2020.