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OGE Energy

432 hedge funds and large institutions have $3.84B invested in OGE Energy in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 152 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

2% more funds holding

Funds holding: 425432 (+7)

3% less capital invested

Capital invested by funds: $3.97B → $3.84B (-$121M)

1.01% less ownership

Funds ownership: 65.25%64.24% (-1%)

13% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.87M

14% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 152

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
432
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
8.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
55
Increased
130
Reduced
152
Closed
43
Calls
$1.63M
Puts
$1.87M
Net Calls
-$236K
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
401
Private Capital Group
Connecticut
$8K -$1.04K -33 -11%
FFA
402
Founders Financial Alliance
North Carolina
$8K +$8.43K +268 New
BBHC
403
Brown Brothers Harriman & Co
New York
$6K
M
404
MOTCO
Texas
$6K
VCM
405
Versant Capital Management
Arizona
$6K
CHC
406
City Holding Co
West Virginia
$4K
LF
407
Lee Financial
Texas
$4K
TF
408
TimeScale Financial
Massachusetts
$4K +$31 +1 +0.8%
SIAS
409
Shine Investment Advisory Services
Colorado
$3K -$2.67K -85 -49%
EW
410
Evoke Wealth
California
$3K
IUHSA
411
Itau Unibanco Holding S.A.
Brazil
$3K
TFO
412
Tarbox Family Office
California
$3K
FHA
413
Flagship Harbor Advisors
Massachusetts
$3K +$31 +1 +0.9%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$3K +$2.96K +94 New
LWM
415
Liberty Wealth Management
California
$3K +$3.02K +96 New
FRA
416
Front Row Advisors
California
$2K -$1.39K -44 -42%
CWM
417
Cranbrook Wealth Management
Michigan
$2K
ASN
418
Advisory Services Network
Georgia
$2K +$2.36K +75 New
TPCW
419
TD Private Client Wealth
New York
$1.56K
BCA
420
Berman Capital Advisors
Georgia
$1K -$881 -28 -40%
GWS
421
Glassman Wealth Services
Virginia
$1K
LC
422
Lindbrook Capital
California
$1K
PWMG
423
Prestige Wealth Management Group
New Jersey
$1K
UFF
424
USA Financial Formulas
Michigan
$1K
CI
425
CX Institutional
Indiana
$1K +$252 +8 +29%

OGE Hedge Fund Activity: Q3 2020 in Review

432 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q3 2020, worth a combined $3.84B — down 3.1% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OGE positions and 43 closed out — a net gain of 12 holders — while 130 added to existing stakes and 152 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $37.6M. The largest seller was Vanguard Group, cutting an estimated $41.5M.

  • 432 institutional investors held OGE Energy (OGE) as of Q3 2020, up from 425 in Q2 2020.
  • Funds reported $3.84B of OGE Energy stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 55 funds opened new OGE Energy positions in Q3 2020 and 43 closed out, a net change of +12 holders.
  • The largest OGE Energy buyer in Q3 2020 was CI Investments Inc, an estimated $37.6M added.
  • The largest OGE Energy seller in Q3 2020 was Vanguard Group, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2020.