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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
CI
401
Constellation Investments
Ohio
$236K +$218K +4,340 New
WTIM
402
Wilmington Trust Investment Management
Delaware
$234K – – –
BSA
403
Braun Stacey Associates
New York
$228K +$210K +4,193 New
QBFM
404
QS Batterymarch Financial Management
New York
$224K -$4.56K -91 -2%
GH
405
GAM Holding
Switzerland
$224K – – –
BOS
406
Bank of Stockton
California
$224K +$206K +4,112 New
AWM
407
Avior Wealth Management
Nebraska
$221K +$204K +4,065 New
SIM
408
Strategic Investment Management
Virginia
$220K +$218K +4,340 New
JEW
409
Jamison Eaton & Wood
New Jersey
$218K – – –
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$210K -$11.4K -228 -6%
BAS
411
Brown Advisory Securities
Maryland
$208K +$191K +3,813 New
Toronto Dominion Bank
412
Toronto Dominion Bank
Ontario, Canada
$205K +$188K +3,760 New
BA
413
Boston Advisors
Massachusetts
$204K +$187K +3,740 New
MCM
414
Marathon Capital Management
Maryland
$202K +$186K +3,712 New
Group One Trading
415
Group One Trading
Illinois
$199K -$2.36M -47,095 -93%
Nordea Investment Management
416
Nordea Investment Management
Sweden
$199K – – –
RNS
417
Robert N. Shapiro
$192K +$10.5K +210 +6%
MFS
418
MSI Financial Services
Massachusetts
$180K -$24.9K -496 -13%
BBHC
419
Brown Brothers Harriman & Co
New York
$174K – – –
LFG
420
LifePlan Financial Group
Ohio
$174K +$34.3K +685 +27%
TCM
421
Tradewinds Capital Management
Washington
$172K +$158K +3,152 New
VanEck Associates
422
VanEck Associates
New York
$169K -$652 -13 -0.4%
FNBT
423
FineMark National Bank & Trust
Florida
$154K +$1.96K +39 +1%
BA
424
BlackRock Advisors
Delaware
$151K – – –
M
425
MOTCO
Texas
$149K – – –
15 16
17
18 19

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.