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Oneok
OKE

476 hedge funds and large institutions have $9.38B invested in Oneok in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $171M | Put options by funds: $47.1M

78% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 41

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

7% more funds holding

Funds holding: 446 → 476 (+30)

0.19% more ownership

Funds ownership: 83.82% → 84.01% (+0.19%)

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 161

38% less capital invested

Capital invested by funds: $15.1B → $9.38B (-$5.72B)

Holders
476
Holders Change
+30
Holders Change %
+6.73%
% of All Funds
13.82%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
73
Increased
152
Reduced
161
Closed
41
Calls
$171M
Puts
$47.1M
Net Calls
+$124M
Net Calls Change
-$183M

Top Buyers

1
CC
Carlson Capital
Texas
+$100M
2
TCA
Tortoise Capital Advisors
Kansas
+$96.4M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$65.3M
4
EARNEST Partners
EARNEST Partners
Georgia
+$50.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.3M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$102M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$95.7M
3
PG
PEAK6 Group
Illinois
-$74.1M
4
HT
HAP Trading
New York
-$57.2M
5
JP Morgan Chase
JP Morgan Chase
New York
-$45.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
326
Two Sigma Advisers
New York
$457K +$421K +8,400 New
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$454K -$2.36K -47 -0.6%
AAF
328
Andra AP-fonden
Sweden
$448K – – –
BCM
329
Bourgeon Capital Management
Connecticut
$448K +$5.71K +114 +1%
FSA
330
Financial Sense Advisors
California
$448K +$413K +8,235 New
LTFS
331
Ladenburg Thalmann Financial Services
Florida
$441K +$5.71K +114 +1%
BIM
332
Beach Investment Management
Pennsylvania
$430K +$396K +7,904 New
MERSOM
333
Municipal Employees' Retirement System of Michigan
Michigan
$423K – – –
YP
334
Yellowstone Partners
Idaho
$423K +$389K +7,765 New
GIM
335
Greenwich Investment Management
Connecticut
$422K +$389K +7,767 New
AT
336
Arvest Trust
Oklahoma
$417K +$28.6K +571 +8%
TH
337
Timber Hill
Connecticut
$417K +$384K +7,666 New
CTC
338
Central Trust Company
Missouri
$406K +$30.6K +611 +9%
FIM
339
Freedom Investment Management
Connecticut
$403K +$371K +7,405 New
MHIC
340
Marble Harbor Investment Counsel
Massachusetts
$398K – – –
William Blair & Company
341
William Blair & Company
Illinois
$396K – – –
MCM
342
Murphy Capital Management
New Jersey
$396K +$11.5K +229 +3%
RU
343
RobecoSam USA
New York
$394K +$27.9K +556 +8%
DCM
344
Dynamic Capital Management
Jersey
$391K -$236K -4,715 -40%
Federated Hermes
345
Federated Hermes
Pennsylvania
$391K -$28.9K -577 -7%
JMPWA
346
JP Morgan Private Wealth Advisors
California
$387K +$22.4K +447 +7%
PC
347
Permit Capital
Pennsylvania
$385K +$61.8K +1,233 +21%
CI
348
Conning Inc
Connecticut
$380K +$61.3K +1,222 +21%
CNAM
349
Campbell Newman Asset Management
Wisconsin
$379K -$243K -4,854 -41%
GG
350
Gofen & Glossberg
Illinois
$379K – – –
12 13
14
15 16

OKE Hedge Fund Activity: Q4 2013 in Review

476 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2013, worth a combined $9.38B — down 38% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new OKE positions and 41 closed out — a net gain of 32 holders — while 152 added to existing stakes and 161 trimmed.

The largest buyer was Carlson Capital, opening a new position worth an estimated $100M. The largest seller was Brookfield Corp, exiting entirely with an estimated $102M sold.

  • 476 institutional investors held Oneok (OKE) as of Q4 2013, up from 446 in Q3 2013.
  • Funds reported $9.38B of Oneok stock for Q4 2013, down 38% quarter-over-quarter.
  • 73 funds opened new Oneok positions in Q4 2013 and 41 closed out, a net change of +32 holders.
  • The largest Oneok buyer in Q4 2013 was Carlson Capital, an estimated $100M added.
  • The largest Oneok seller in Q4 2013 was Brookfield Corp, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2013.