ONE Gas
335 hedge funds and large institutions have $3.43B invested in ONE Gas in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 118 increasing their positions, 107 reducing their positions, and 56 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 107
4.11% more ownership
Funds ownership: 92.83% → 96.94% (+4.1%)
3% less capital invested
Capital invested by funds: $3.53B → $3.43B (-$100M)
5% less funds holding
Funds holding: 351 → 335 (-16)
12% less call options, than puts
Call options by funds: $1.6M | Put options by funds: $1.83M
20% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$74M |
| 2 |
Morgan Stanley
New York
|
+$41.4M |
| 3 |
BlackRock
New York
|
+$36.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$30.6M |
| 5 |
JP Morgan Chase
New York
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$14.7M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.1M |
| 3 |
Barclays
London,
United Kingdom
|
-$12.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$11.5M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$10.1M |
OGS Hedge Fund Activity: Q4 2023 in Review
335 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ONE Gas (OGS) for Q4 2023, worth a combined $3.43B — down 2.8% from $3.53B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of OGS and 45 opened new positions — a net loss of 11 holders — while 107 trimmed existing stakes and 118 added.
The largest buyer was American Century Companies, adding an estimated $74M. The largest seller was APG Asset Management, exiting entirely with an estimated $14.7M sold.
- 335 institutional investors held ONE Gas (OGS) as of Q4 2023, down from 351 in Q3 2023.
- Funds reported $3.43B of ONE Gas stock for Q4 2023, down 2.8% quarter-over-quarter.
- 45 funds opened new ONE Gas positions in Q4 2023 and 56 closed out, a net change of -11 holders.
- The largest ONE Gas buyer in Q4 2023 was American Century Companies, an estimated $74M added.
- The largest ONE Gas seller in Q4 2023 was APG Asset Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2023.