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1,264 hedge funds and large institutions have $24.9B invested in Oneok in 2023 Q3 according to their latest regulatory filings, with 301 funds opening new positions, 636 increasing their positions, 208 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 62

206% more repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 208

80% more funds holding in top 10

Funds holding in top 10: 2036 (+16)

30% more capital invested

Capital invested by funds: $19.1B → $24.9B (+$5.79B)

22% more funds holding

Funds holding: 1,0361,264 (+228)

12% more call options, than puts

Call options by funds: $300M | Put options by funds: $269M

1.82% less ownership

Funds ownership: 69.08%67.26% (-1.8%)

Holders
1,264
Holders Change
+228
Holders Change %
+22.01%
% of All Funds
20.06%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.57%
New
301
Increased
636
Reduced
208
Closed
62
Calls
$300M
Puts
$269M
Net Calls
+$31.4M
Net Calls Change
-$49.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Moran Wealth Management
Florida
$8.33M -$216K -3,305 -2%
CCA
227
Cadent Capital Advisors
Oklahoma
$8.29M +$716K +10,962 +9%
SC
228
Stolper & Co
Oklahoma
$8.12M +$28.6K +438 +0.3%
Corient Private Wealth
229
Corient Private Wealth
Florida
$7.82M +$5.31M +81,367 +194%
KAS
230
Kestra Advisory Services
Texas
$7.82M +$2.59M +39,650 +47%
Federated Hermes
231
Federated Hermes
Pennsylvania
$7.74M +$4.93M +75,472 +162%
HCM
232
Hodges Capital Management
Texas
$7.74M -$1.25M -19,096 -14%
TPSF
233
Texas Permanent School Fund
Texas
$7.63M +$1.73M +26,552 +28%
TW
234
Transform Wealth
Colorado
$7.6M -$3.46M -52,996 -31%
AWS
235
Atria Wealth Solutions
New York
$7.59M +$1.09M +16,748 +16%
EHC
236
Everett Harris & Co
California
$7.53M -$97.5K -1,494 -1%
KeyBank National Association
237
KeyBank National Association
Ohio
$7.47M +$4.83M +73,949 +169%
AAM
238
Advisors Asset Management
Colorado
$7.33M +$1.35M +20,705 +22%
UIM
239
USS Investment Management
United Kingdom
$7.31M +$6.99M +107,014 +1,289%
SBIA
240
Sheaff Brock Investment Advisors
Indiana
$7.25M +$602K +9,216 +9%
SAM
241
Storebrand Asset Management
Norway
$7.16M +$639K +9,793 +10%
DADC
242
D.A. Davidson & Co
Montana
$7.14M +$2.89M +44,212 +65%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$7.1M +$507K +7,764 +8%
SPIA
244
Steward Partners Investment Advisory
New York
$7.07M +$608K +9,316 +9%
Baird Financial Group
245
Baird Financial Group
Wisconsin
$6.73M +$648K +9,920 +10%
EAM
246
Erste Asset Management
Austria
$6.67M +$505K +7,737 +8%
MC
247
Moors & Cabot
Massachusetts
$6.62M +$3.8M +58,257 +126%
GT
248
Glenmede Trust
Pennsylvania
$6.58M +$3.04M +46,541 +81%
US Bancorp
249
US Bancorp
Minnesota
$6.54M +$5.29M +81,090 +368%
Franklin Resources
250
Franklin Resources
California
$6.51M +$1.66M +25,452 +33%

OKE Hedge Fund Activity: Q3 2023 in Review

1,264 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q3 2023, worth a combined $24.9B — up 30% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new OKE positions and 62 closed out — a net gain of 239 holders — while 636 added to existing stakes and 208 trimmed.

The largest buyer was State Street, adding an estimated $513M. The largest seller was Millennium Management, cutting an estimated $84.7M.

  • 1,264 institutional investors held Oneok (OKE) as of Q3 2023, up from 1,036 in Q2 2023.
  • Funds reported $24.9B of Oneok stock for Q3 2023, up 30% quarter-over-quarter.
  • 301 funds opened new Oneok positions in Q3 2023 and 62 closed out, a net change of +239 holders.
  • The largest Oneok buyer in Q3 2023 was State Street, an estimated $513M added.
  • The largest Oneok seller in Q3 2023 was Millennium Management, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2023.