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OGE Energy
OGE

458 hedge funds and large institutions have $4.91B invested in OGE Energy in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 161 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 38

45% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 111

25% more call options, than puts

Call options by funds: $2.71M | Put options by funds: $2.17M

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

9% more funds holding

Funds holding: 419 → 458 (+39)

1.54% more ownership

Funds ownership: 63.47% → 65.01% (+1.5%)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
458
Holders Change
+39
Holders Change %
+9.31%
% of All Funds
7.05%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
85
Increased
161
Reduced
111
Closed
38
Calls
$2.71M
Puts
$2.17M
Net Calls
+$543K
Net Calls Change
+$1.04M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$30.7M
2
ZP
Zimmer Partners
New York
+$30.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$23M
4
BlackRock
BlackRock
New York
+$22.7M
5
SBH
Segall Bryant & Hamill
Illinois
+$14.8M

Top Sellers

1
TSW
Thompson Siegel & Walmsley
Virginia
-$14.7M
2
BBL
Beck Bode LLC
Massachusetts
-$11.4M
3
CSS
Cubist Systematic Strategies
Connecticut
-$10.3M
4
Prudential Financial
Prudential Financial
New Jersey
-$8.55M
5
Wells Fargo
Wells Fargo
California
-$8.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
326
Prime Capital Investment Advisors
Kansas
$205K +$187K +5,331 New
C
327
Covestor
United Kingdom
$200K +$183K +5,209 New
Koshinski Asset Management
328
Koshinski Asset Management
Illinois
$187K +$80.9K +2,308 +90%
HNB
329
Huntington National Bank
Ohio
$174K +$154K +4,396 +3,256%
WT
330
Washington Trust
Rhode Island
$161K +$38.7K +1,104 +36%
TCWM
331
Total Clarity Wealth Management
Illinois
$159K -$65.8K -1,877 -31%
ANBT
332
American National Bank & Trust
Texas
$154K – – –
GFA
333
Gifford Fong Associates
California
$154K – – –
TC
334
Trust Company
Kansas
$154K – – –
SWM
335
Sugarloaf Wealth Management
Georgia
$150K +$1.61K +46 +1%
BWM
336
BerganKDV Wealth Management
Minnesota
$148K -$56.1K -1,600 -29%
BEI
337
Benjamin Edwards Inc
Missouri
$133K +$17K +485 +16%
GI
338
Gradient Investments
Minnesota
$132K +$120K +3,435 New
CTC
339
Central Trust Company
Missouri
$117K – – –
DAC
340
Dividend Assets Capital
South Carolina
$117K – – –
HPC
341
HM Payson & Co
Maine
$117K – – –
WTA
342
Washington Trust Advisors
Massachusetts
$115K +$105K +3,000 New
NEAM
343
New England Asset Management
Connecticut
$112K – – –
CT
344
Cambridge Trust
Massachusetts
$107K +$98.1K +2,800 New
CFFP
345
Center for Financial Planning
Michigan
$105K – – –
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$105K +$2.66K +76 +3%
TF
347
Tompkins Financial
New York
$104K – – –
BHWM
348
Beaird Harris Wealth Management
Texas
$100K +$91.3K +2,605 New
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$99K +$59.2K +1,689 +186%
CFA
350
Carroll Financial Associates
North Carolina
$97K – – –
12 13
14
15 16

OGE Hedge Fund Activity: Q4 2021 in Review

458 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q4 2021, worth a combined $4.91B — up 17% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OGE positions and 38 closed out — a net gain of 47 holders — while 161 added to existing stakes and 111 trimmed.

The largest buyer was CBRE Investment Management Listed Real Assets, opening a new position worth an estimated $30.7M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $14.7M.

  • 458 institutional investors held OGE Energy (OGE) as of Q4 2021, up from 419 in Q3 2021.
  • Funds reported $4.91B of OGE Energy stock for Q4 2021, up 17% quarter-over-quarter.
  • 85 funds opened new OGE Energy positions in Q4 2021 and 38 closed out, a net change of +47 holders.
  • The largest OGE Energy buyer in Q4 2021 was CBRE Investment Management Listed Real Assets, an estimated $30.7M added.
  • The largest OGE Energy seller in Q4 2021 was Thompson Siegel & Walmsley, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2021.