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OGE Energy

457 hedge funds and large institutions have $6.45B invested in OGE Energy in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 166 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

66,188% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $8K

8% more capital invested

Capital invested by funds: $5.99B → $6.45B (+$462M)

1.98% less ownership

Funds ownership: 69.73%67.74% (-2%)

4% less funds holding

Funds holding: 474457 (-17)

16% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 61

17% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 166

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
457
Holders Change
-17
Holders Change %
-3.59%
% of All Funds
9.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
51
Increased
137
Reduced
166
Closed
61
Calls
$5.3M
Puts
$8K
Net Calls
+$5.29M
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
Optimum Investment Advisors
Illinois
$26K
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$25K +$24.6K +581 New
TPWA
403
TRUE Private Wealth Advisors
Oregon
$25K +$25.4K +600 New
BCA
404
Berman Capital Advisors
Georgia
$24K -$2.07K -49 -8%
FHA
405
First Horizon Advisors
Tennessee
$24K
TAIM
406
TD Ameritrade Investment Management
Nebraska
$23K -$1.95K -46 -8%
AAP
407
Arax Advisory Partners
Colorado
$22K +$21.4K +506 New
KLWA
408
Kelly Lawrence W & Associates
California
$20K
AWM
409
Avior Wealth Management
Nebraska
$18K +$169 +4 +1%
VEA
410
Virtus ETF Advisers
New York
$18K +$17.6K +415 New
FNBOSM
411
First National Bank of South Miami
Florida
$17K
TF
412
Tompkins Financial
New York
$17K
PWP
413
Personal Wealth Partners
Minnesota
$17K +$16.9K +400 New
NCM
414
Next Capital Management
New York
$17K +$17K +402 New
GAM
415
Gemmer Asset Management
California
$15K
M
416
MOTCO
Texas
$14K -$5.93K -140 -30%
LC
417
Lindbrook Capital
California
$14K
EARNEST Partners
418
EARNEST Partners
Georgia
$14K +$14.1K +334 New
CIA
419
CSat Investment Advisory
Michigan
$14K +$14.4K +339 New
EWM
420
Executive Wealth Management
Michigan
$13K +$127 +3 +1%
CBOA
421
Commonwealth Bank of Australia
Australia
$12K
OIA
422
OneDigital Investment Advisors
Kansas
$12K +$127 +3 +1%
KCPG
423
Kavar Capital Partners Group
Kansas
$11K +$10.6K +250 New
LGWM
424
Litman Gregory Wealth Management
California
$11K +$11K +260 New
GT
425
Glenmede Trust
Pennsylvania
$11K -$54.1K -1,278 -0.5%

OGE Hedge Fund Activity: Q2 2019 in Review

457 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q2 2019, worth a combined $6.45B — up 7.7% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of OGE and 51 opened new positions — a net loss of 10 holders — while 166 trimmed existing stakes and 137 added.

The largest buyer was Fidelity Investments, adding an estimated $73.6M. The largest seller was Barclays, cutting an estimated $51.4M.

  • 457 institutional investors held OGE Energy (OGE) as of Q2 2019, down from 474 in Q1 2019.
  • Funds reported $6.45B of OGE Energy stock for Q2 2019, up 7.7% quarter-over-quarter.
  • 51 funds opened new OGE Energy positions in Q2 2019 and 61 closed out, a net change of -10 holders.
  • The largest OGE Energy buyer in Q2 2019 was Fidelity Investments, an estimated $73.6M added.
  • The largest OGE Energy seller in Q2 2019 was Barclays, an estimated $51.4M sold.

Based on aggregated 13F filings for Q2 2019.