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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
IC
501
IEQ Capital
California
$409K +$367K +8,078 New
NRS
502
Neville Rodie & Shaw
New York
$405K
WIA
503
Westbourne Investment Advisors
Maryland
$405K
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$405K +$10.9K +239 +3%
NAM
505
NorthCoast Asset Management
Connecticut
$403K
AWA
506
Arkadios Wealth Advisors
Georgia
$403K +$361K +7,935 +24,797%
Brown Advisory
507
Brown Advisory
Maryland
$402K
BRWM
508
B. Riley Wealth Management
Tennessee
$402K +$88.6K +1,950 +33%
SMF
509
Sterling Manor Financial
New York
$400K -$148K -3,265 -29%
CPC
510
Congress Park Capital
New York
$400K
SAF
511
Smith Anglin Financial
Texas
$400K +$7.18K +158 +2%
NFG
512
Next Financial Group
Texas
$399K -$9.95K -219 -3%
VCM
513
Virtue Capital Management
Tennessee
$399K +$318 +7 +0.1%
CCP
514
Corient Capital Partners
California
$399K +$37.2K +819 +12%
IAN
515
Integrated Advisors Network
Texas
$396K +$356K +7,824 New
CAG
516
Csenge Advisory Group
Florida
$394K -$248K -5,453 -41%
WG
517
Welch Group
Alabama
$393K
MYAM
518
Meiji Yasuda Asset Management
Japan
$393K +$352K +7,755 New
APWM
519
Atlas Private Wealth Management
New York
$392K -$41.2K -906 -10%
IA
520
IndexIQ Advisors
New York
$391K -$15.2K -334 -4%
YIH
521
Y-Intercept (HK)
Hong Kong
$383K -$167K -3,685 -33%
MA
522
Mutual Advisors
Nebraska
$381K -$17.1K -376 -5%
WAAG
523
Wealth Alliance Advisory Group
Kansas
$380K -$13K -285 -4%
WANY
524
Wealthspire Advisors (New York)
New York
$374K +$8.5K +187 +3%
RIL
525
Rothschild Investment LLC
Illinois
$370K

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.