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OGE Energy

457 hedge funds and large institutions have $4.64B invested in OGE Energy in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,079% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $57K

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

1.98% more ownership

Funds ownership: 67.45%69.44% (+2%)

0% more funds holding

Funds holding: 456457 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $4.85B → $4.64B (-$214M)

5% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 150

Holders
457
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
143
Reduced
150
Closed
52
Calls
$2.38M
Puts
$57K
Net Calls
+$2.33M
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$803M +$19.3M +550,710 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$708M +$1.74M +49,569 +0.2%
CIA
3
ClearBridge Investments (Australia)
Australia
$223M +$8.84M +252,456 +4%
State Street
4
State Street
Massachusetts
$212M -$1.13M -32,356 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$176M -$341K -9,733 -0.2%
TSW
6
Thompson Siegel & Walmsley
Virginia
$103M +$24M +686,174 +29%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$100M +$1.77M +50,459 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$93.9M -$443K -12,635 -0.4%
First Trust Advisors
9
First Trust Advisors
Illinois
$87.3M -$2.71M -77,233 -3%
Northern Trust
10
Northern Trust
Illinois
$84.6M -$1.24M -35,418 -1%
DPIM
11
Duff & Phelps Investment Management
Illinois
$77.9M
Morgan Stanley
12
Morgan Stanley
New York
$62.3M +$3.05M +87,067 +5%
Invesco
13
Invesco
Georgia
$61.4M +$7.63M +217,866 +13%
Franklin Resources
14
Franklin Resources
California
$60.5M -$2.44M -69,668 -4%
WHRC
15
W.H. Reaves & Co
New Jersey
$59.8M -$4.98M -142,057 -7%
Artisan Partners
16
Artisan Partners
Wisconsin
$59.1M -$2.05M -58,567 -3%
Macquarie Group
17
Macquarie Group
Australia
$58.9M -$1.37M -39,022 -2%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$54.3M -$4.31M -122,917 -7%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.3M +$550K +15,699 +1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$42.5M +$7.67M +218,853 +21%
Charles Schwab
21
Charles Schwab
California
$42.1M +$635K +18,122 +1%
Millennium Management
22
Millennium Management
New York
$41.9M +$6.11M +174,263 +16%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$41M -$1.13M -32,304 -3%
JAM
24
Jupiter Asset Management
United Kingdom
$40.6M +$19.3M +551,299 +83%
GF
25
Gabelli Funds
New York
$37.4M -$7.01K -200 -0%

OGE Hedge Fund Activity: Q3 2023 in Review

457 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in OGE Energy (OGE) for Q3 2023, worth a combined $4.64B — down 4.4% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new OGE positions and 52 closed out — a net gain of 8 holders — while 143 added to existing stakes and 150 trimmed.

The largest buyer was Thompson Siegel & Walmsley, adding an estimated $24M. The largest seller was Balyasny Asset Management, cutting an estimated $56.3M.

  • 457 institutional investors held OGE Energy (OGE) as of Q3 2023, up from 456 in Q2 2023.
  • Funds reported $4.64B of OGE Energy stock for Q3 2023, down 4.4% quarter-over-quarter.
  • 60 funds opened new OGE Energy positions in Q3 2023 and 52 closed out, a net change of +8 holders.
  • The largest OGE Energy buyer in Q3 2023 was Thompson Siegel & Walmsley, an estimated $24M added.
  • The largest OGE Energy seller in Q3 2023 was Balyasny Asset Management, an estimated $56.3M sold.

Based on aggregated 13F filings for Q3 2023.