We are live on ! Find out more

929 hedge funds and large institutions have $22.6B invested in Oneok in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 347 increasing their positions, 320 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $283M | Put options by funds: $174M

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

6% more capital invested

Capital invested by funds: $21.4B → $22.6B (+$1.18B)

4% more funds holding

Funds holding: 891929 (+38)

8% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 320

1.18% less ownership

Funds ownership: 75.58%74.4% (-1.2%)

Holders
929
Holders Change
+38
Holders Change %
+4.26%
% of All Funds
20.37%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.61%
New
99
Increased
347
Reduced
320
Closed
58
Calls
$283M
Puts
$174M
Net Calls
+$109M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Symphony Asset Management
California
$854K -$109K -1,543 -12%
CI
502
Cigna Investments
Connecticut
$854K +$42.5K +600 +5%
IA
503
IFP Advisors
Florida
$843K +$814K +11,507 New
MWM
504
Meridian Wealth Management
Kentucky
$841K -$1.06K -15 -0.1%
FTIOP
505
Fiduciary Trust International of Pennsylvania
Pennsylvania
$841K +$17.7K +250 +2%
AMIM
506
Aull & Monroe Investment Management
Alabama
$829K
BBHC
507
Brown Brothers Harriman & Co
New York
$825K +$199K +2,807 +33%
RCA
508
Rowland Carmichael Advisors
Arizona
$818K -$24.3K -344 -3%
DWA
509
Douglass Winthrop Advisors
New York
$811K
RA
510
RFG Advisory
Alabama
$809K -$3.4K -48 -0.4%
CCM
511
Cohen Capital Management
California
$798K -$62.2K -879 -8%
VLKIM
512
Van Lanschot Kempen Investment Management
Netherlands
$793K -$32.8K -464 -4%
PL
513
Plancorp LLC
Missouri
$793K
EAM
514
Erste Asset Management
Austria
$792K +$764K +10,800 New
DC
515
Davenport & Co
Virginia
$783K -$13.9K -197 -2%
ECM
516
Everence Capital Management
Indiana
$775K
WG
517
Welch Group
Alabama
$775K
SFP
518
Shepherd Financial Partners
Massachusetts
$769K +$739K +10,441 New
RB
519
Rodgers Brothers
Pennsylvania
$755K +$354 +5 +0%
NFG
520
Next Financial Group
Texas
$755K +$279K +3,945 +63%
FI
521
FormulaFolio Investments
Michigan
$752K +$58.1K +821 +9%
FCI
522
Financial Counselors Inc
Kansas
$749K +$333K +4,699 +86%
BWM
523
Buckley Wealth Management
Nevada
$748K +$4.25K +60 +0.6%
MAFM
524
Mid Atlantic Financial Management
Pennsylvania
$747K +$200K +2,828 +39%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$744K +$714K +10,090 New

OKE Hedge Fund Activity: Q3 2019 in Review

929 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q3 2019, worth a combined $22.6B — up 5.5% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new OKE positions and 58 closed out — a net gain of 41 holders — while 347 added to existing stakes and 320 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was Brookfield Corp, exiting entirely with an estimated $177M sold.

  • 929 institutional investors held Oneok (OKE) as of Q3 2019, up from 891 in Q2 2019.
  • Funds reported $22.6B of Oneok stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 99 funds opened new Oneok positions in Q3 2019 and 58 closed out, a net change of +41 holders.
  • The largest Oneok buyer in Q3 2019 was Vanguard Group, an estimated $105M added.
  • The largest Oneok seller in Q3 2019 was Brookfield Corp, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2019.