ONE Gas
335 hedge funds and large institutions have $3.35B 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
1.9% more ownership
Funds ownership: 92.83% → 94.73% (+1.9%)
5% less funds holding
Funds holding: 351 → 335 (-16)
5% less capital invested
Capital invested by funds: $3.53B → $3.35B (-$178M)
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 |
BlackRock
New York
|
+$36.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$30.6M |
| 4 |
JP Morgan Chase
New York
|
+$15.7M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$14.7M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.1M |
| 4 |
Barclays
London,
United Kingdom
|
-$12.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$11.5M |
OGS Hedge Fund Activity: Q4 2023 in Review
335 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ONE Gas (OGS) for Q4 2023, worth a combined $3.35B — down 5% 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 Morgan Stanley, cutting an estimated $36M.
- 335 institutional investors held ONE Gas (OGS) as of Q4 2023, down from 351 in Q3 2023.
- Funds reported $3.35B of ONE Gas stock for Q4 2023, down 5% 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 Morgan Stanley, an estimated $36M sold.
Based on aggregated 13F filings for Q4 2023.