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284 hedge funds and large institutions have $2.3B invested in ONE Gas in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 105 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

94% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $1.62M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $1.94B → $2.3B (+$362M)

10% more funds holding

Funds holding: 258284 (+26)

2.08% less ownership

Funds ownership: 74.99%72.91% (-2.1%)

17% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 105

Holders
284
Holders Change
+26
Holders Change %
+10.08%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
47
Increased
87
Reduced
105
Closed
18
Calls
$3.15M
Puts
$1.62M
Net Calls
+$1.53M
Net Calls Change
+$385K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$272M +$3.26M +57,829 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$270M +$346K +6,130 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$269M +$29.7M +526,744 +14%
BFA
4
BlackRock Fund Advisors
California
$158M +$1.02M +18,131 +0.7%
State Street
5
State Street
Massachusetts
$105M +$485K +8,601 +0.5%
BIT
6
BlackRock Institutional Trust
California
$92M +$1.37M +24,210 +2%
SAM
7
Silvercrest Asset Management
New York
$63.1M -$15.7M -277,833 -21%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$57.8M +$1.56M +27,568 +3%
BTW
9
Boston Trust Walden
Massachusetts
$48M -$792K -14,048 -2%
Northern Trust
10
Northern Trust
Illinois
$46.5M -$658K -11,667 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$41.6M -$9.16M -162,441 -19%
BC
12
Brookfield Corp
Ontario, Canada
$40.5M -$17.3M -306,592 -32%
Norges Bank
13
Norges Bank
Norway
$34.7M -$3.2M -56,756 -9%
Franklin Resources
14
Franklin Resources
California
$26.8M
Victory Capital Management
15
Victory Capital Management
Texas
$26.4M -$400K -7,084 -2%
HAI
16
Hennessy Advisors Inc
California
$23.7M -$987K -17,500 -4%
PAM
17
Panagora Asset Management
Massachusetts
$22.9M -$3M -53,127 -12%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$22.4M +$20.7M +367,102 New
AQR Capital Management
19
AQR Capital Management
Connecticut
$20.5M +$8.68M +153,812 +84%
SEI Investments
20
SEI Investments
Pennsylvania
$20.2M -$7.98M -141,385 -30%
Ameriprise
21
Ameriprise
Minnesota
$19.7M +$10.8M +191,949 +147%
BIM
22
BlackRock Investment Management
Delaware
$19.7M +$339K +6,009 +2%
KAM
23
Keeley Asset Management
Illinois
$19.7M -$21.7M -385,111 -54%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.4M +$117K +2,081 +0.7%
Morgan Stanley
25
Morgan Stanley
New York
$18M -$983K -17,426 -6%

OGS Hedge Fund Activity: Q1 2016 in Review

284 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ONE Gas (OGS) for Q1 2016, worth a combined $2.3B — up 19% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OGS positions and 18 closed out — a net gain of 29 holders — while 87 added to existing stakes and 105 trimmed.

The largest buyer was Vanguard Group, adding an estimated $29.7M. The largest seller was Keeley Asset Management, cutting an estimated $21.7M.

  • 284 institutional investors held ONE Gas (OGS) as of Q1 2016, up from 258 in Q4 2015.
  • Funds reported $2.3B of ONE Gas stock for Q1 2016, up 19% quarter-over-quarter.
  • 47 funds opened new ONE Gas positions in Q1 2016 and 18 closed out, a net change of +29 holders.
  • The largest ONE Gas buyer in Q1 2016 was Vanguard Group, an estimated $29.7M added.
  • The largest ONE Gas seller in Q1 2016 was Keeley Asset Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2016.