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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
RB
301
Rodgers Brothers
Pennsylvania
$4.62M +$369K +5,650 +8%
TA
302
Tectonic Advisors
Texas
$4.6M +$499K +7,636 +12%
CWP
303
Cyndeo Wealth Partners
Florida
$4.52M +$304K +4,662 +7%
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$4.52M +$296K +4,530 +7%
EWA
305
EP Wealth Advisors
California
$4.5M +$4.63M +70,913 New
Wealthfront Advisers
306
Wealthfront Advisers
California
$4.48M +$12.4K +190 +0.3%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$4.46M -$963K -14,743 -17%
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$4.36M +$4.45M +68,091 +11,760%
STB
309
S&T Bank
Pennsylvania
$4.35M -$52.9K -810 -1%
SMDAM
310
Sumitomo Mitsui DS Asset Management
Japan
$4.24M +$894K +13,691 +26%
Teacher Retirement System of Texas
311
Teacher Retirement System of Texas
Texas
$4.24M +$1.25M +19,216 +40%
ISL
312
Ingalls & Snyder LLC
New York
$4.16M +$352K +5,395 +9%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$4.1M +$1.13M +17,342 +37%
TSW
314
Thompson Siegel & Walmsley
Virginia
$4.04M
OC
315
Oppenheimer & Co
New York
$3.99M +$1.01M +15,472 +33%
IWP
316
Icon Wealth Partners
Texas
$3.96M +$2.94M +44,988 +257%
SWP
317
Stratos Wealth Partners
Ohio
$3.95M +$409K +6,271 +11%
USCWA
318
U.S. Capital Wealth Advisors
Texas
$3.94M +$2.92M +44,735 +256%
JHCP
319
Jackson Hole Capital Partners
Oklahoma
$3.91M +$3.14M +48,119 +355%
PFO
320
Pathstone Family Office
New Jersey
$3.89M +$2.95M +45,234 +281%
HPG
321
Harvest Portfolios Group
Ontario, Canada
$3.87M -$502K -7,686 -11%
CI
322
CX Institutional
Indiana
$3.82M +$2.78M +42,585 +241%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$3.82M +$11.2K +172 +0.3%
BRCM
324
Bright Rock Capital Management
Massachusetts
$3.8M
BC
325
Barnett & Company
Tennessee
$3.77M -$57.7K -884 -1%

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.