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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
PAG
326
Private Advisor Group
New Jersey
$3.76M +$854K +13,077 +28%
IFG
327
Independent Financial Group
California
$3.75M -$285K -4,369 -7%
IIM
328
Ipswich Investment Management
Massachusetts
$3.74M +$485K +7,423 +14%
BCM
329
Beck Capital Management
Texas
$3.72M -$9.14K -140 -0.2%
PH
330
Pinnacle Holdings
Oklahoma
$3.69M -$38.5K -590 -1%
CSA
331
Cottage Street Advisors
Massachusetts
$3.67M +$3.77M +57,815 New
JF
332
Jump Financial
Illinois
$3.64M +$2.41M +36,901 +180%
CTA
333
Chesley Taft & Associates
Illinois
$3.6M -$783 -12 -0%
HG
334
Herbst Group
Connecticut
$3.57M +$19.6K +300 +0.5%
ECG
335
Edge Capital Group
Georgia
$3.56M -$632K -9,686 -15%
CAL
336
Capital Analysts LLC
Pennsylvania
$3.56M +$142K +2,168 +4%
SFM
337
Soros Fund Management
New York
$3.46M +$3.56M +54,494 New
PAA
338
Peregrine Asset Advisers
Oregon
$3.45M -$1.78M -27,195 -33%
Daiwa Securities Group
339
Daiwa Securities Group
Japan
$3.44M +$197K +3,020 +6%
SAM
340
Synergy Asset Management
Washington
$3.43M -$828K -12,678 -19%
WANY
341
Wealthspire Advisors (New York)
New York
$3.42M +$2.26M +34,630 +179%
PFA
342
Pathway Financial Advisers
Indiana
$3.41M +$3.5M +53,683 New
Public Employees Retirement Association of Colorado
343
Public Employees Retirement Association of Colorado
Colorado
$3.37M -$264K -4,038 -7%
SG Americas Securities
344
SG Americas Securities
New York
$3.37M +$188K +2,873 +6%
CSIC
345
Clifford Swan Investment Counsel
California
$3.36M +$1.18M +18,054 +52%
BCIM
346
British Columbia Investment Management
British Columbia, Canada
$3.36M +$821K +12,571 +31%
MGIA
347
Moneta Group Investment Advisors
Missouri
$3.35M +$2.01M +30,779 +140%
GIBU
348
Gulf International Bank (UK)
United Kingdom
$3.33M +$493K +7,547 +17%
LFGO
349
Legacy Financial Group (Oklahoma)
Oklahoma
$3.31M +$117K +1,799 +4%
SSWM
350
Sheets Smith Wealth Management
North Carolina
$3.28M +$1.34M +20,535 +66%

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.