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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
DEM
551
Disciplined Equity Management
Florida
$1.07M
RIL
552
Rothschild Investment LLC
Illinois
$1.06M +$394K +6,034 +57%
CWM
553
Cornerstone Wealth Management
Missouri
$1.05M +$58.5K +896 +6%
GLA
554
Great Lakes Advisors
Illinois
$1.05M +$1.08M +16,499 New
QCM
555
Qsemble Capital Management
New York
$1.03M -$254K -3,885 -19%
PWM
556
Perigon Wealth Management
California
$1.03M +$796K +12,191 +297%
EFS
557
Essex Financial Services
Connecticut
$1.02M +$523K +8,010 +99%
PIM
558
Penobscot Investment Management
Massachusetts
$1.02M +$1.05M +16,100 New
PSC
559
Portman Square Capital
United Kingdom
$1.02M -$802K -12,280 -43%
TCWM
560
Total Clarity Wealth Management
Illinois
$1.02M +$19.6K +300 +2%
SMC
561
Smith, Moore & Co
Missouri
$1.01M +$18.4K +282 +2%
CCG
562
Cypress Capital Group
Florida
$1M +$1.03M +15,785 New
BL
563
Balentine LLC
Georgia
$984K -$257K -3,942 -20%
I
564
INVST
Indiana
$982K -$127K -1,949 -11%
HH
565
Hilltop Holdings
Texas
$977K +$71.6K +1,096 +8%
MCM
566
Monarch Capital Management
Indiana
$976K -$13.1K -200 -1%
RMSCM
567
R.M. Sincerbeaux Capital Management
New York
$976K +$1M +15,380 New
OSAM
568
O'Shaughnessy Asset Management
Connecticut
$960K -$43.5K -666 -4%
WPC
569
Wedmont Private Capital
Pennsylvania
$956K +$405K +6,207 +75%
SMH
570
Sanders Morris Harris
Texas
$952K +$57.5K +881 +6%
KRSITF
571
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$952K -$68.6K -1,051 -7%
LC
572
Lindbrook Capital
California
$949K +$877K +13,429 +874%
CM
573
Castleark Management
Illinois
$944K +$412K +6,305 +74%
JIC
574
Joel Isaacson & Co
New York
$944K +$531K +8,127 +120%
TAM
575
Tocqueville Asset Management
New York
$943K +$971K +14,869 New

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.