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OGE Energy

463 hedge funds and large institutions have $5.26B invested in OGE Energy in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 155 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.02% more ownership

Funds ownership: 69.08%70.09% (+1%)

7% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $3.15M

3% less capital invested

Capital invested by funds: $5.43B → $5.26B (-$171M)

6% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 155

5% less funds holding

Funds holding: 489463 (-26)

31% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 59

Holders
463
Holders Change
-26
Holders Change %
-5.32%
% of All Funds
7.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
41
Increased
146
Reduced
155
Closed
59
Calls
$3.37M
Puts
$3.15M
Net Calls
+$215K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$906M +$13M +345,949 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$805M +$12.9M +343,634 +2%
CIA
3
ClearBridge Investments (Australia)
Australia
$249M +$59M +1,567,512 +31%
State Street
4
State Street
Massachusetts
$246M -$20.8M -552,900 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$235M -$32.1M -853,369 -12%
First Trust Advisors
6
First Trust Advisors
Illinois
$107M +$7.87M +209,339 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$106M +$3.69M +98,213 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$105M -$1.08M -28,756 -1%
DPIM
9
Duff & Phelps Investment Management
Illinois
$88.1M
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$84.8M -$307K -8,159 -0.4%
TSW
11
Thompson Siegel & Walmsley
Virginia
$84.3M +$9.55M +253,892 +13%
Invesco
12
Invesco
Georgia
$77.3M -$22.4M -596,129 -23%
Northern Trust
13
Northern Trust
Illinois
$73.9M +$11.9M +315,185 +19%
Franklin Resources
14
Franklin Resources
California
$73.1M -$1.52M -40,292 -2%
Artisan Partners
15
Artisan Partners
Wisconsin
$72.3M -$3.79M -100,895 -5%
Macquarie Group
16
Macquarie Group
Australia
$70M +$163K +4,347 +0.2%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$69.9M +$11.5M +306,352 +20%
WHRC
18
W.H. Reaves & Co
New Jersey
$65.6M -$11.2M -296,562 -15%
Morgan Stanley
19
Morgan Stanley
New York
$63.6M -$3.38M -89,872 -5%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.1M -$219K -5,825 -0.4%
AssetMark Inc
21
AssetMark Inc
California
$51.8M +$6.45M +171,562 +14%
Charles Schwab
22
Charles Schwab
California
$46.8M +$113 +3 +0%
Legal & General Group
23
Legal & General Group
United Kingdom
$43.5M -$21.4K -569 -0%
GF
24
Gabelli Funds
New York
$42.3M +$376K +10,000 +0.9%
Bank of America
25
Bank of America
North Carolina
$40.2M -$2.45M -65,255 -6%

OGE Hedge Fund Activity: Q1 2023 in Review

463 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q1 2023, worth a combined $5.26B — down 3.2% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of OGE and 41 opened new positions — a net loss of 18 holders — while 155 trimmed existing stakes and 146 added.

The largest buyer was ClearBridge Investments (Australia), adding an estimated $59M. The largest seller was Fidelity Investments, cutting an estimated $32.1M.

  • 463 institutional investors held OGE Energy (OGE) as of Q1 2023, down from 489 in Q4 2022.
  • Funds reported $5.26B of OGE Energy stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 41 funds opened new OGE Energy positions in Q1 2023 and 59 closed out, a net change of -18 holders.
  • The largest OGE Energy buyer in Q1 2023 was ClearBridge Investments (Australia), an estimated $59M added.
  • The largest OGE Energy seller in Q1 2023 was Fidelity Investments, an estimated $32.1M sold.

Based on aggregated 13F filings for Q1 2023.