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827 hedge funds and large institutions have $14.5B invested in Oneok in 2021 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 287 increasing their positions, 288 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 72

43% more call options, than puts

Call options by funds: $174M | Put options by funds: $121M

31% more capital invested

Capital invested by funds: $11.1B → $14.5B (+$3.47B)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

4% more funds holding

Funds holding: 798827 (+29)

0.32% less ownership

Funds ownership: 65.41%65.08% (-0.32%)

0% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 288

Holders
827
Holders Change
+29
Holders Change %
+3.63%
% of All Funds
14.52%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
104
Increased
287
Reduced
288
Closed
72
Calls
$174M
Puts
$121M
Net Calls
+$52.6M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
451
RWC Asset Management
United Kingdom
$571K +$513K +11,280 New
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$570K -$175K -3,840 -25%
LF
453
Lee Financial
Texas
$570K +$11K +243 +2%
WB
454
WesBanco Bank
West Virginia
$563K +$505K +11,115 New
OIA
455
OneDigital Investment Advisors
Kansas
$559K
VAS
456
Vestmark Advisory Solutions
Massachusetts
$558K +$55K +1,210 +12%
APA
457
American Portfolios Advisors
New York
$551K +$345K +7,601 +232%
BEI
458
Benjamin Edwards Inc
Missouri
$551K -$18.8K -414 -4%
GAM
459
Gotham Asset Management
New York
$550K +$493K +10,847 New
ASN
460
Advisory Services Network
Georgia
$545K -$63.8K -1,405 -12%
CIC
461
Carnegie Investment Counsel
Ohio
$543K
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$542K
CAM
463
Cresset Asset Management
Illinois
$540K +$485K +10,678 New
CBT
464
CoreFirst Bank & Trust
Kansas
$538K
TC
465
Truvestments Capital
Florida
$534K +$11.6K +256 +2%
BCV
466
Banque Cantonale Vaudoise
Switzerland
$533K
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$530K
PP
468
Paloma Partners
Connecticut
$528K +$473K +10,411 New
WMA
469
Wealth Management Associates
New Jersey
$523K -$115K -2,540 -20%
CI Investments Inc
470
CI Investments Inc
Ontario, Canada
$522K -$85.3K -1,877 -15%
CI
471
Conning Inc
Connecticut
$521K -$25.9K -570 -5%
SLA
472
Silver Lake Advisory
Utah
$520K -$13.9K -306 -3%
IFAM
473
Institutional & Family Asset Management
Colorado
$513K +$104K +2,280 +29%
JIC
474
Johnson Investment Counsel
Ohio
$512K
AIA
475
Arbor Investment Advisors
North Carolina
$507K

OKE Hedge Fund Activity: Q1 2021 in Review

827 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q1 2021, worth a combined $14.5B — up 31% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new OKE positions and 72 closed out — a net gain of 32 holders — while 287 added to existing stakes and 288 trimmed.

The largest buyer was State Street, adding an estimated $127M. The largest seller was Prudential plc, cutting an estimated $68.4M.

  • 827 institutional investors held Oneok (OKE) as of Q1 2021, up from 798 in Q4 2020.
  • Funds reported $14.5B of Oneok stock for Q1 2021, up 31% quarter-over-quarter.
  • 104 funds opened new Oneok positions in Q1 2021 and 72 closed out, a net change of +32 holders.
  • The largest Oneok buyer in Q1 2021 was State Street, an estimated $127M added.
  • The largest Oneok seller in Q1 2021 was Prudential plc, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2021.