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1,307 hedge funds and large institutions have $28.9B invested in Oneok in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 454 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 112

31% more call options, than puts

Call options by funds: $332M | Put options by funds: $253M

16% more capital invested

Capital invested by funds: $24.9B → $28.9B (+$3.99B)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

3% more funds holding

Funds holding: 1,2641,307 (+43)

3.3% more ownership

Funds ownership: 67.26%70.56% (+3.3%)

6% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 481

Holders
1,307
Holders Change
+43
Holders Change %
+3.4%
% of All Funds
19.06%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.58%
New
169
Increased
454
Reduced
481
Closed
112
Calls
$332M
Puts
$253M
Net Calls
+$78.7M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PH
326
Pinnacle Holdings
Oklahoma
$4.29M +$194K +2,892 +5%
PAG
327
Private Advisor Group
New Jersey
$4.29M +$117K +1,748 +3%
JHCP
328
Jackson Hole Capital Partners
Oklahoma
$4.25M -$78.5K -1,172 -2%
OC
329
Oppenheimer & Co
New York
$4.24M -$171K -2,555 -4%
BRCM
330
Bright Rock Capital Management
Massachusetts
$4.2M
IIM
331
Ipswich Investment Management
Massachusetts
$4.19M +$49.2K +734 +1%
BC
332
Barnett & Company
Tennessee
$4.19M +$13.4K +200 +0.3%
BCV
333
Banque Cantonale Vaudoise
Switzerland
$4.12M +$2.21M +33,036 +129%
CI
334
CX Institutional
Indiana
$4.07M -$150K -2,233 -4%
BFS
335
Bradley Foster & Sargent
Connecticut
$4.04M +$3.14M +46,826 +436%
CTA
336
Chesley Taft & Associates
Illinois
$3.93M -$50.3K -750 -1%
CAL
337
Capital Analysts LLC
Pennsylvania
$3.93M -$15K -224 -0.4%
HG
338
Herbst Group
Connecticut
$3.88M -$67K -1,000 -2%
EA
339
Everpar Advisors
Oklahoma
$3.87M +$3.7M +55,160 New
USCWA
340
U.S. Capital Wealth Advisors
Texas
$3.87M -$478K -7,135 -11%
CS
341
Candriam SCA
Luxembourg
$3.85M +$300K +4,474 +9%
CSA
342
Cottage Street Advisors
Massachusetts
$3.85M -$232K -3,466 -6%
ECG
343
Edge Capital Group
Georgia
$3.83M -$110K -1,637 -3%
SFM
344
Soros Fund Management
New York
$3.83M -$67 -1 -0%
MGIA
345
Moneta Group Investment Advisors
Missouri
$3.81M +$97.7K +1,458 +3%
QIM
346
Quantitative Investment Management
Virginia
$3.77M +$1.97M +29,324 +121%
FWIA
347
Fort Washington Investment Advisors
Ohio
$3.73M +$469K +7,000 +15%
CSIC
348
Clifford Swan Investment Counsel
California
$3.68M -$37.5K -559 -1%
SSWM
349
Sheets Smith Wealth Management
North Carolina
$3.66M +$27.7K +414 +0.8%
SAM
350
Synergy Asset Management
Washington
$3.64M -$144K -2,144 -4%

OKE Hedge Fund Activity: Q4 2023 in Review

1,307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2023, worth a combined $28.9B — up 16% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new OKE positions and 112 closed out — a net gain of 57 holders — while 454 added to existing stakes and 481 trimmed.

The largest buyer was Vanguard Group, adding an estimated $700M. The largest seller was Blackstone Inc, cutting an estimated $214M.

  • 1,307 institutional investors held Oneok (OKE) as of Q4 2023, up from 1,264 in Q3 2023.
  • Funds reported $28.9B of Oneok stock for Q4 2023, up 16% quarter-over-quarter.
  • 169 funds opened new Oneok positions in Q4 2023 and 112 closed out, a net change of +57 holders.
  • The largest Oneok buyer in Q4 2023 was Vanguard Group, an estimated $700M added.
  • The largest Oneok seller in Q4 2023 was Blackstone Inc, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2023.