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1,024 hedge funds and large institutions have $19.7B invested in Oneok in 2023 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 390 increasing their positions, 359 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $190M | Put options by funds: $101M

24% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 83

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

9% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 359

0.19% less ownership

Funds ownership: 69.44%69.24% (-0.19%)

0% less funds holding

Funds holding: 1,0291,024 (-5)

1% less capital invested

Capital invested by funds: $20B → $19.7B (-$294M)

Holders
1,024
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
16.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
103
Increased
390
Reduced
359
Closed
83
Calls
$190M
Puts
$101M
Net Calls
+$88.9M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
326
AMJ Financial Wealth Management
Virginia
$2.6M -$2.26M -34,026 -45%
SWM
327
Spire Wealth Management
Virginia
$2.6M +$2.67M +40,200 +6,128%
NFG
328
Nations Financial Group
Iowa
$2.59M +$144K +2,173 +6%
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$2.55M -$372K -5,607 -12%
BCIM
330
British Columbia Investment Management
British Columbia, Canada
$2.53M +$19.7K +297 +0.8%
AWM
331
Avior Wealth Management
Nebraska
$2.53M -$39.1K -588 -1%
BCV
332
Banque Cantonale Vaudoise
Switzerland
$2.52M -$1.28M -19,195 -33%
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$2.51M +$1.21M +18,196 +85%
KIA
334
Knollwood Investment Advisory
Maryland
$2.51M
GWM
335
Geneos Wealth Management
Colorado
$2.46M -$72.3K -1,089 -3%
BPA
336
Beacon Pointe Advisors
California
$2.46M +$75.4K +1,135 +3%
GRP
337
Global Retirement Partners
California
$2.45M -$120K -1,809 -4%
Skandinaviska Enskilda Banken (SEB)
338
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.44M -$8.13M -122,382 -76%
OAM
339
Oppenheimer Asset Management
New York
$2.44M +$16.8K +253 +0.7%
WHRC
340
W.H. Reaves & Co
New Jersey
$2.42M -$8.5K -128 -0.3%
WBC
341
Westpac Banking Corp
Australia
$2.41M
SAM
342
Securian Asset Management
Minnesota
$2.41M +$17.5K +264 +0.7%
SMDAM
343
Sumitomo Mitsui DS Asset Management
Japan
$2.4M +$275K +4,140 +12%
LSAG
344
Lake Street Advisors Group
New Hampshire
$2.4M -$1.21M -18,242 -33%
HIMCH
345
Hartford Investment Management Co (HIMCO)
Connecticut
$2.39M +$353K +5,320 +16%
MFG
346
Midwest Financial Group
Kansas
$2.34M +$2.44M +36,773 New
SFS
347
Sowell Financial Services
Arkansas
$2.34M +$104K +1,559 +4%
SBH
348
Segall Bryant & Hamill
Illinois
$2.32M -$88.6K -1,334 -4%
MCM
349
Mainstay Capital Management
Michigan
$2.31M +$664 +10 +0%
SAG
350
SageView Advisory Group
California
$2.3M +$864 +13 +0%

OKE Hedge Fund Activity: Q1 2023 in Review

1,024 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q1 2023, worth a combined $19.7B — down 1.5% from $20B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new OKE positions and 83 closed out — a net gain of 20 holders — while 390 added to existing stakes and 359 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $122M. The largest seller was BlackRock, cutting an estimated $160M.

  • 1,024 institutional investors held Oneok (OKE) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $19.7B of Oneok stock for Q1 2023, down 1.5% quarter-over-quarter.
  • 103 funds opened new Oneok positions in Q1 2023 and 83 closed out, a net change of +20 holders.
  • The largest Oneok buyer in Q1 2023 was Deutsche Bank, an estimated $122M added.
  • The largest Oneok seller in Q1 2023 was BlackRock, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2023.