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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
Cohen & Steers
26
Cohen & Steers
New York
$169M +$140M +2,148,864 +422%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$156M +$56.8M +869,347 +55%
N
28
Nuveen
North Carolina
$146M +$9.68M +148,289 +7%
JP Morgan Chase
29
JP Morgan Chase
New York
$134M +$46.1M +706,366 +50%
CCM
30
Chickasaw Capital Management
Tennessee
$132M +$119M +1,830,268 +710%
Bank of America
31
Bank of America
North Carolina
$132M +$50.5M +773,354 +59%
Swiss National Bank
32
Swiss National Bank
Switzerland
$119M +$16.8M +257,600 +16%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$116M +$12.5M +191,301 +12%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$110M +$113M +1,734,933 New
Neuberger Berman Group
35
Neuberger Berman Group
New York
$105M -$9.46M -144,950 -8%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$101M +$25.2M +386,190 +32%
WHG
37
Westwood Holdings Group
Texas
$96.6M +$20.7M +317,032 +26%
Aberdeen Group
38
Aberdeen Group
United Kingdom
$96.5M +$8.95M +137,033 +10%
BC
39
Brookfield Corp
Ontario, Canada
$92.5M +$86.9M +1,331,727 +1,048%
Barclays
40
Barclays
United Kingdom
$87.6M +$38.5M +590,159 +75%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$86.9M +$17.8M +271,973 +25%
HF
42
HRT Financial
New York
$77.6M +$79.9M +1,223,671 New
First Trust Advisors
43
First Trust Advisors
Illinois
$74.6M -$15.6M -239,335 -17%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$73.8M -$2.4M -36,689 -3%
Wells Fargo
45
Wells Fargo
California
$72.3M +$10.4M +159,227 +16%
MGIM
46
M&G Investment Management
United Kingdom
$71.8M -$81.3M -1,245,115 -52%
LPL Financial
47
LPL Financial
California
$68.9M +$20.7M +316,664 +41%
CS
48
Credit Suisse
Switzerland
$66.3M +$4.96M +76,035 +8%
RJA
49
Raymond James & Associates
Florida
$65.1M +$13.5M +206,603 +25%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$65M +$6.12M +93,788 +10%

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.