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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
FHA
451
First Horizon Advisors
Tennessee
$49K +$45K +897 New
BPBT
452
Boston Private Bank & Trust
Massachusetts
$43K +$28.1K +560 +246%
SAM
453
Solaris Asset Management
New York
$37K – – –
MAM
454
Mizuho Asset Management
Japan
$32K – – –
NC
455
NewSquare Capital
Pennsylvania
$32K – – –
MA
456
MUFG Americas
New York
$31K -$36.6K -731 -56%
MFBTD
457
MB Financial Bank - Trust Department
Illinois
$31K – – –
Bessemer Group
458
Bessemer Group
New Jersey
$28K -$34.1K -680 -57%
WC
459
Whitnell & Co
Illinois
$25K – – –
KCPG
460
Kavar Capital Partners Group
Kansas
$24K +$22.3K +445 New
TRCT
461
Tower Research Capital (TRC)
New York
$23K -$139K -2,781 -87%
ZTNA
462
Zions Trust National Association
Utah
$19K -$20K -399 -54%
RIA
463
Regal Investment Advisors
Michigan
$17K – – –
CA
464
CapWealth Advisors
Tennessee
$14K – – –
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
ST
466
Stifel Trust
Missouri
$14K – – –
CG
467
Colony Group
Massachusetts
$14K +$13.3K +265 New
Northwestern Mutual Wealth Management
468
Northwestern Mutual Wealth Management
Wisconsin
$12K -$42.3K -843 -80%
MCM
469
Manchester Capital Management
Vermont
$11K – – –
PCM
470
Prelude Capital Management
New York
$11K +$10.3K +206 New
PR
471
Payden & Rygel
California
$6K – – –
PFSC
472
Peoples Financial Services Corp
Pennsylvania
$5K +$4.36K +87 New
HI
473
Hudock Inc
Pennsylvania
$3K – – –
SHWM
474
Smith & Howard Wealth Management
Georgia
$3K – – –
TFO
475
Tarbox Family Office
California
$3K +$2.76K +55 New
17 18
19
20 21

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.