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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
EHC
376
Everett Harris & Co
California
$323K – – –
QIM
377
Quantitative Investment Management
Virginia
$323K +$298K +5,939 New
WFM
378
Wilmington Funds Management
Delaware
$321K – – –
LIA
379
LS Investment Advisors
Michigan
$318K +$227K +4,531 +347%
Pacer Advisors
380
Pacer Advisors
Pennsylvania
$317K +$365K +7,280 New
PAM
381
PartnerRe Asset Management
Connecticut
$309K -$16.5K -330 -5%
Franklin Resources
382
Franklin Resources
California
$305K – – –
CAI
383
Capital Advisors Inc
Oklahoma
$299K – – –
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$298K – – –
DWT
385
Dorsey & Whitney Trust
South Dakota
$283K -$37.8K -754 -13%
BEAM
386
Baker Ellis Asset Management
Washington
$280K – – –
OMCS
387
Old Mutual Customised Solutions
South Africa
$280K – – –
FAAS
388
First Allied Advisory Services
California
$277K -$133K -2,646 -34%
SAS
389
Spectrum Advisory Services
Georgia
$274K – – –
AIP
390
Ameritas Investment Partners
Nebraska
$273K – – –
ST
391
Spinnaker Trust
Maine
$270K – – –
WP
392
WMS Partners
Maryland
$270K – – –
PFS
393
Prospera Financial Services
Texas
$262K +$241K +4,808 New
FDS
394
First Dallas Securities
Texas
$261K – – –
GLA
395
Great Lakes Advisors
Illinois
$260K -$346K -6,910 -59%
Truist Financial
396
Truist Financial
North Carolina
$252K -$100 -2 -0%
WSC
397
Wellington Shields & Co
New York
$249K – – –
WA
398
WFG Advisors
Texas
$246K +$752 +15 +0.3%
CBU
399
CIBC Bank USA
Illinois
$242K – – –
DS
400
DRW Securities
Illinois
$237K +$218K +4,349 New
14 15
16
17 18

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.