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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
CCS
426
Crosspoint Capital Strategies
California
$148K +$142K +2,824 New
FWM
427
Focused Wealth Management
New York
$141K – – –
Cohen & Steers
428
Cohen & Steers
New York
$130K +$119K +2,381 New
VNB
429
Valley National Bancorp
New York
$124K +$114K +2,284 New
CLOS
430
Compagnie Lombard Odier SCmA
Switzerland
$114K +$105K +2,099 New
ST
431
Smithfield Trust
Pennsylvania
$113K – – –
GIS
432
Guardian Investor Services
New York
$104K – – –
AFIA
433
America First Investment Advisors
Nebraska
$100K – – –
TWA
434
TCI Wealth Advisors
Arizona
$99K +$91.6K +1,828 New
IMS
435
Index Management Solutions
Pennsylvania
$98K +$28.8K +575 +47%
Envestnet Asset Management
436
Envestnet Asset Management
Illinois
$90K -$12.2K -244 -13%
PSI
437
Pinnacle Summer Investments
Virginia
$88K – – –
M&T Bank
438
M&T Bank
New York
$87K – – –
DekaBank Deutsche Girozentrale
439
DekaBank Deutsche Girozentrale
Germany
$79K – – –
GLI
440
Guardian Life Insurance
New York
$72K -$74.3K -1,483 -53%
CL
441
CFS LLC
Oklahoma
$65K -$3.91K -78 -6%
PL
442
Parkwood LLC
Ohio
$65K +$59.6K +1,189 New
HNB
443
Huntington National Bank
Ohio
$63K – – –
EWM
444
Elite Wealth Management
Washington
$62K – – –
OIA
445
Optimum Investment Advisors
Illinois
$56K – – –
WEC
446
Winslow Evans & Crocker
Massachusetts
$55K +$50.4K +1,005 New
Manulife (Manufacturers Life Insurance)
447
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.4K -$2M -39,984 -4%
ACM
448
Antonetti Capital Management
Florida
$50K – – –
ST
449
SpiderRock Trading
Illinois
$50K – – –
ECM
450
Estabrook Capital Management
New York
$49.7K -$43.9K -875 -49%
16 17
18
19 20

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.