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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
KMWM
526
Keudell/Morrison Wealth Management
Oregon
$366K +$46.4K +1,022 +16%
BTWM
527
Baker Tilly Wealth Management
Wisconsin
$365K +$44.6K +982 +16%
IAA
528
Independent Advisor Alliance
North Carolina
$361K +$324K +7,135 New
GVAG
529
Great Valley Advisor Group
Delaware
$355K -$136 -3 -0%
MAM
530
Meeder Asset Management
Ohio
$355K +$42.7K +939 +15%
CA
531
Capitolis Advisors
New York
$354K -$859K -18,895 -73%
SSG
532
Summit Securities Group
New York
$350K -$31.8K -700 -9%
LS
533
Livforsakringsbolaget Skandia
Sweden
$346K
GT
534
Glenview Trust
Kentucky
$345K +$227 +5 +0.1%
NA
535
NewEdge Advisors
Louisiana
$340K +$305K +6,717 New
MAFM
536
Mid Atlantic Financial Management
Pennsylvania
$339K +$23.6K +520 +8%
PS
537
Presima Securities
Quebec, Canada
$339K +$304K +6,700 New
VPIM
538
Vanguard Personalized Indexing Management
California
$338K +$303K +6,668 New
BRWA
539
B. Riley Wealth Advisors
Florida
$336K +$310K +6,825 New
WA
540
WESPAC Advisors
California
$334K
IA
541
Inspire Advisors
Idaho
$334K +$217K +4,786 +266%
GT
542
Greenleaf Trust
Michigan
$333K +$299K +6,581 New
SWM
543
Spire Wealth Management
Virginia
$330K +$297K +6,544 New
CT
544
Coastline Trust
Rhode Island
$324K
MHIC
545
Marble Harbor Investment Counsel
Massachusetts
$324K
SW
546
SteelPeak Wealth
California
$323K -$31.2K -686 -10%
AIC
547
Ameritas Investment Company
Nebraska
$317K -$341K -7,508 -55%
BC
548
Burney Company
Virginia
$313K -$10.5K -230 -4%
GG
549
Gofen & Glossberg
Illinois
$308K
TA
550
Tectonic Advisors
Texas
$306K -$545 -12 -0.2%

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.