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1,036 hedge funds and large institutions have $19.1B invested in Oneok in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 409 increasing their positions, 346 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $270M | Put options by funds: $189M

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

18% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 346

1% more funds holding

Funds holding: 1,0241,036 (+12)

0.16% less ownership

Funds ownership: 69.24%69.08% (-0.16%)

3% less capital invested

Capital invested by funds: $19.7B → $19.1B (-$648M)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,036
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
16.27%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
84
Increased
409
Reduced
346
Closed
64
Calls
$270M
Puts
$189M
Net Calls
+$81.3M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Hudson Bay Capital Management
451
Hudson Bay Capital Management
Connecticut
$1.2M +$1.2M +19,471 New
BL
452
Balentine LLC
Georgia
$1.2M -$164K -2,645 -12%
WANY
453
Wealthspire Advisors (New York)
New York
$1.19M +$10.6K +171 +0.9%
CCWM
454
Cassaday & Co Wealth Management
Virginia
$1.18M -$7.11K -115 -0.6%
SI
455
Stephens Inc
Arkansas
$1.17M +$15.3K +248 +1%
PVI
456
Pine Valley Investments
New Jersey
$1.16M +$1.17M +18,834 New
TPWM
457
Twelve Points Wealth Management
Massachusetts
$1.15M +$189K +3,052 +20%
BBVA
458
Banco Bilbao Vizcaya Argentaria
Spain
$1.14M +$159K +2,566 +16%
SW
459
SVB Wealth
Massachusetts
$1.12M -$170K -2,750 -13%
DCM
460
Donaldson Capital Management
Indiana
$1.12M -$38K -615 -3%
DAS
461
Dynamic Advisor Solutions
Arizona
$1.11M -$172K -2,788 -13%
XT
462
XTX Topco
Cayman Islands
$1.11M +$1.11M +17,937 New
DCM
463
Dudley Capital Management
Virginia
$1.1M +$4.52K +73 +0.4%
CI
464
CX Institutional
Indiana
$1.09M -$27K -437 -2%
CW
465
CreativeOne Wealth
Kansas
$1.08M +$54.5K +881 +5%
IWP
466
Icon Wealth Partners
Texas
$1.08M -$16.4K -265 -1%
USCWA
467
U.S. Capital Wealth Advisors
Texas
$1.08M +$585K +9,455 +118%
I
468
INVST
Indiana
$1.08M -$35.4K -572 -3%
WSC
469
Wellington Shields & Co
New York
$1.07M +$30.9K +500 +3%
GA
470
GoalVest Advisory
New York
$1.06M -$286K -4,616 -21%
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$1.06M +$209K +3,373 +25%
DEM
472
Disciplined Equity Management
Florida
$1.04M
ASN
473
Advisory Services Network
Georgia
$1M +$220K +3,555 +28%
CAM
474
Carret Asset Management
New York
$1M +$483K +7,800 +93%
LFAS
475
Level Four Advisory Services
Texas
$998K +$22.8K +369 +2%

OKE Hedge Fund Activity: Q2 2023 in Review

1,036 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q2 2023, worth a combined $19.1B — down 3.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OKE positions and 64 closed out — a net gain of 20 holders — while 409 added to existing stakes and 346 trimmed.

The largest buyer was Marshall Wace, adding an estimated $105M. The largest seller was Tortoise Capital Advisors, cutting an estimated $157M.

  • 1,036 institutional investors held Oneok (OKE) as of Q2 2023, up from 1,024 in Q1 2023.
  • Funds reported $19.1B of Oneok stock for Q2 2023, down 3.3% quarter-over-quarter.
  • 84 funds opened new Oneok positions in Q2 2023 and 64 closed out, a net change of +20 holders.
  • The largest Oneok buyer in Q2 2023 was Marshall Wace, an estimated $105M added.
  • The largest Oneok seller in Q2 2023 was Tortoise Capital Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2023.