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1,036 hedge funds and large institutions have $19.1B invested in Oneok in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 409 increasing their positions, 346 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $270M | Put options by funds: $189M

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

18% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 346

1% more funds holding

Funds holding: 1,0241,036 (+12)

0.16% less ownership

Funds ownership: 69.24%69.08% (-0.16%)

3% less capital invested

Capital invested by funds: $19.7B → $19.1B (-$648M)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,036
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
16.27%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
84
Increased
409
Reduced
346
Closed
64
Calls
$270M
Puts
$189M
Net Calls
+$81.3M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
251
Heritage Trust
Oklahoma
$4.25M +$176K +2,841 +4%
HPG
252
Harvest Portfolios Group
Ontario, Canada
$4.24M +$445K +7,192 +12%
SEI Investments
253
SEI Investments
Pennsylvania
$4.22M -$360K -5,819 -8%
DADC
254
D.A. Davidson & Co
Montana
$4.21M +$63.1K +1,020 +2%
BPA
255
Beacon Pointe Advisors
California
$4.21M +$1.82M +29,410 +76%
LIP
256
Lighthouse Investment Partners
Florida
$4.2M +$4.21M +68,112 New
DA
257
Duality Advisers
Florida
$4.18M -$249K -4,033 -6%
RB
258
Rodgers Brothers
Pennsylvania
$4.15M +$359K +5,800 +9%
SAM
259
Synergy Asset Management
Washington
$4.12M +$4.13M +66,704 New
CWP
260
Cyndeo Wealth Partners
Florida
$4.11M +$1.09M +17,676 +36%
AAS
261
Avantax Advisory Services
Texas
$4.07M +$354K +5,717 +9%
FDS
262
First Dallas Securities
Texas
$4.07M +$160K +2,586 +4%
ECG
263
Edge Capital Group
Georgia
$4.07M +$78.1K +1,262 +2%
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$4.06M +$2.42M +39,192 +147%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$4.05M +$202K +3,270 +5%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$4.05M -$35.9K -580 -0.9%
TA
267
Tectonic Advisors
Texas
$4.01M +$552K +8,921 +16%
CL
268
COWA LLC
Oklahoma
$3.98M +$512K +8,271 +15%
MOACM
269
Mutual of America Capital Management
New York
$3.97M +$24.7K +400 +0.6%
TSW
270
Thompson Siegel & Walmsley
Virginia
$3.93M
SOADOR
271
State of Alaska Department of Revenue
Alaska
$3.93M +$131K +2,112 +3%
IFG
272
Independent Financial Group
California
$3.91M +$49.4K +798 +1%
LIM
273
Leavell Investment Management
Alabama
$3.81M -$68.5K -1,107 -2%
FI
274
Fractal Investments
Connecticut
$3.8M
BC
275
Barnett & Company
Tennessee
$3.72M

OKE Hedge Fund Activity: Q2 2023 in Review

1,036 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q2 2023, worth a combined $19.1B — down 3.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OKE positions and 64 closed out — a net gain of 20 holders — while 409 added to existing stakes and 346 trimmed.

The largest buyer was Marshall Wace, adding an estimated $105M. The largest seller was Tortoise Capital Advisors, cutting an estimated $157M.

  • 1,036 institutional investors held Oneok (OKE) as of Q2 2023, up from 1,024 in Q1 2023.
  • Funds reported $19.1B of Oneok stock for Q2 2023, down 3.3% quarter-over-quarter.
  • 84 funds opened new Oneok positions in Q2 2023 and 64 closed out, a net change of +20 holders.
  • The largest Oneok buyer in Q2 2023 was Marshall Wace, an estimated $105M added.
  • The largest Oneok seller in Q2 2023 was Tortoise Capital Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2023.