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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
HM
351
Heronetta Management
New York
$379K – – –
VFS
352
VSR Financial Services
Kansas
$376K -$23.8K -474 -6%
RHJA
353
Rice Hall James & Associates
California
$373K -$68.7K -1,371 -17%
GIM
354
Goelzer Investment Management
Indiana
$373K +$344K +6,853 New
DHFB
355
Dixon Hubard Feinour & Brown
Virginia
$371K – – –
Parallax Volatility Advisers
356
Parallax Volatility Advisers
California
$370K -$14.9M -296,485 -98%
MWAC
357
Mariner Wealth Advisors (Cincinnati)
Ohio
$369K +$340K +6,785 New
CC
358
ClearArc Capital
Ohio
$368K +$35.4K +707 +12%
TBA
359
Tower Bridge Advisors
Pennsylvania
$367K -$11.4K -228 -3%
Daiwa Securities Group
360
Daiwa Securities Group
Japan
$361K -$45.8K -914 -12%
DCMA
361
Daiwa Capital Markets America
New York
$361K +$332K +6,625 New
CCMG
362
Clark Capital Management Group
Pennsylvania
$360K -$65.6K -1,308 -16%
Wellington Management Group
363
Wellington Management Group
Massachusetts
$358K -$100K -1,996 -23%
Natixis Advisors
364
Natixis Advisors
Massachusetts
$358K +$8.92K +178 +2%
First Manhattan
365
First Manhattan
New York
$354K – – –
DILH
366
Dai-ichi Life Holdings
Japan
$353K – – –
LPC
367
Loeb Partners Corp
New York
$348K – – –
DAC
368
Dividend Assets Capital
South Carolina
$341K +$314K +6,265 New
Korea Investment Corp
369
Korea Investment Corp
South Korea
$336K +$51.5K +1,028 +20%
FWIA
370
Fort Washington Investment Advisors
Ohio
$335K -$45.8K -914 -13%
FFSOTS
371
Fiduciary Financial Services of The Southwest
Texas
$334K +$4.61K +92 +2%
AB
372
Amalgamated Bank
New York
$333K +$306K +6,113 New
EOJOAM
373
E. Ohman J:or Asset Management
Sweden
$331K – – –
IMOV
374
Investment Management of Virginia
Virginia
$330K – – –
VIA
375
Vantage Investment Advisors
Pennsylvania
$324K +$298K +5,945 New
13 14
15
16 17

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.