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1,264 hedge funds and large institutions have $24.9B invested in Oneok in 2023 Q3 according to their latest regulatory filings, with 301 funds opening new positions, 636 increasing their positions, 208 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 62

206% more repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 208

80% more funds holding in top 10

Funds holding in top 10: 2036 (+16)

30% more capital invested

Capital invested by funds: $19.1B → $24.9B (+$5.79B)

22% more funds holding

Funds holding: 1,0361,264 (+228)

12% more call options, than puts

Call options by funds: $300M | Put options by funds: $269M

1.82% less ownership

Funds ownership: 69.08%67.26% (-1.8%)

Holders
1,264
Holders Change
+228
Holders Change %
+22.01%
% of All Funds
20.06%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.57%
New
301
Increased
636
Reduced
208
Closed
62
Calls
$300M
Puts
$269M
Net Calls
+$31.4M
Net Calls Change
-$49.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Coldstream Capital Management
Washington
$2.06M +$75.1K +1,150 +4%
BHWM
427
Beaird Harris Wealth Management
Texas
$2.06M +$196 +3 +0%
OAM
428
Ostrum Asset Management
France
$2.05M -$929K -14,236 -31%
CWM
429
CIBC World Markets
New York
$2.04M -$1.33M -20,303 -39%
Wolverine Trading
430
Wolverine Trading
Illinois
$2M +$2.06M +31,562 New
SFCL
431
Strengthening Families & Communities LLC
Massachusetts
$2M +$99.2K +1,520 +5%
VPIM
432
Vanguard Personalized Indexing Management
California
$1.99M +$154K +2,358 +8%
WIC
433
Water Island Capital
New York
$1.98M +$2.04M +31,268 New
RWP
434
RWA Wealth Partners
Massachusetts
$1.92M +$197K +3,010 +11%
FTCM
435
First Trust Capital Management
Illinois
$1.9M +$1.95M +29,893 New
SFI
436
SPC Financial Inc
Maryland
$1.88M -$45.9K -703 -2%
CCM
437
Cohen Capital Management
California
$1.86M +$1.92M +29,400 New
Kovitz Investment Group Partners
438
Kovitz Investment Group Partners
Illinois
$1.86M +$5.75K +88 +0.3%
LFG
439
Larson Financial Group
Missouri
$1.86M +$80.8K +1,238 +4%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$1.85M +$443K +6,783 +30%
CW
441
Connectus Wealth
Ohio
$1.83M +$1.25M +19,214 +201%
AFWM
442
AMJ Financial Wealth Management
Virginia
$1.82M +$20.4K +313 +1%
OAM
443
Oppenheimer Asset Management
New York
$1.82M +$322K +4,936 +21%
SCA
444
Snowden Capital Advisors
New York
$1.82M +$1.14M +17,525 +158%
WWA
445
WCG Wealth Advisors
Nevada
$1.79M +$1.84M +28,229 New
ACG
446
Allen Capital Group
Nebraska
$1.78M +$1.88M +28,786 New
Vontobel Holding
447
Vontobel Holding
Switzerland
$1.76M +$464K +7,100 +34%
DILIC
448
Dai-ichi Life Insurance Company
Japan
$1.75M -$27.6M -423,059 -94%
BOSSRA
449
B.O.S.S. Retirement Advisors
Utah
$1.74M -$197K -3,020 -10%
SFI
450
Siemens Fonds Invest
Germany
$1.72M -$225K -3,450 -11%

OKE Hedge Fund Activity: Q3 2023 in Review

1,264 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q3 2023, worth a combined $24.9B — up 30% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new OKE positions and 62 closed out — a net gain of 239 holders — while 636 added to existing stakes and 208 trimmed.

The largest buyer was State Street, adding an estimated $513M. The largest seller was Millennium Management, cutting an estimated $84.7M.

  • 1,264 institutional investors held Oneok (OKE) as of Q3 2023, up from 1,036 in Q2 2023.
  • Funds reported $24.9B of Oneok stock for Q3 2023, up 30% quarter-over-quarter.
  • 301 funds opened new Oneok positions in Q3 2023 and 62 closed out, a net change of +239 holders.
  • The largest Oneok buyer in Q3 2023 was State Street, an estimated $513M added.
  • The largest Oneok seller in Q3 2023 was Millennium Management, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2023.