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1,307 hedge funds and large institutions have $28.9B invested in Oneok in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 454 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 112

31% more call options, than puts

Call options by funds: $332M | Put options by funds: $253M

16% more capital invested

Capital invested by funds: $24.9B → $28.9B (+$3.99B)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

3% more funds holding

Funds holding: 1,2641,307 (+43)

3.3% more ownership

Funds ownership: 67.26%70.56% (+3.3%)

6% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 481

Holders
1,307
Holders Change
+43
Holders Change %
+3.4%
% of All Funds
19.06%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.58%
New
169
Increased
454
Reduced
481
Closed
112
Calls
$332M
Puts
$253M
Net Calls
+$78.7M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
551
Central Trust Company
Missouri
$1.15M -$85.9K -1,281 -7%
HT
552
Headlands Technologies
Illinois
$1.15M +$1.1M +16,352 New
CC
553
Chicago Capital
Illinois
$1.14M +$712K +10,627 +188%
FTDI
554
First Trust Direct Indexing
Massachusetts
$1.14M +$406K +6,052 +59%
LNC
555
Lincoln National Corp
Pennsylvania
$1.13M +$221K +3,291 +26%
CWM
556
Cornerstone Wealth Management
Missouri
$1.13M -$25.6K -382 -2%
CWM
557
Congress Wealth Management
Massachusetts
$1.13M +$240K +3,581 +29%
HCM
558
Hutner Capital Management
Vermont
$1.13M +$300K +4,470 +38%
EFS
559
Essex Financial Services
Connecticut
$1.13M -$5.76K -86 -0.5%
USAA
560
United Services Automobile Association
Texas
$1.12M +$277K +4,132 +35%
TCWM
561
Total Clarity Wealth Management
Illinois
$1.12M -$13.3K -199 -1%
IAA
562
Independent Advisor Alliance
North Carolina
$1.11M +$116K +1,729 +12%
Squarepoint
563
Squarepoint
New York
$1.11M -$19.5M -290,429 -95%
MCM
564
Monarch Capital Management
Indiana
$1.09M +$12.3K +183 +1%
AWM
565
Axxcess Wealth Management
California
$1.09M +$339K +5,062 +48%
CW
566
CreativeOne Wealth
Kansas
$1.08M +$208K +3,099 +25%
CSPIA
567
Cary Street Partners Investment Advisory
Virginia
$1.08M +$226K +3,373 +28%
WPC
568
Wedmont Private Capital
Pennsylvania
$1.07M +$38.1K +569 +4%
OCBCO
569
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.07M +$229K +3,416 +29%
FI
570
FJ Investments
Utah
$1.06M +$1.01M +15,107 New
I
571
INVST
Indiana
$1.06M +$8.98K +134 +0.9%
PM
572
Penbrook Management
New York
$1.06M +$13.4K +200 +1%
RDWM
573
Red Door Wealth Management
Tennessee
$1.05M +$18.9K +282 +2%
RCA
574
Ranch Capital Advisors
Florida
$1.05M +$56.6K +845 +6%
CM
575
Castleark Management
Illinois
$1.04M

OKE Hedge Fund Activity: Q4 2023 in Review

1,307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2023, worth a combined $28.9B — up 16% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new OKE positions and 112 closed out — a net gain of 57 holders — while 454 added to existing stakes and 481 trimmed.

The largest buyer was Vanguard Group, adding an estimated $700M. The largest seller was Blackstone Inc, cutting an estimated $214M.

  • 1,307 institutional investors held Oneok (OKE) as of Q4 2023, up from 1,264 in Q3 2023.
  • Funds reported $28.9B of Oneok stock for Q4 2023, up 16% quarter-over-quarter.
  • 169 funds opened new Oneok positions in Q4 2023 and 112 closed out, a net change of +57 holders.
  • The largest Oneok buyer in Q4 2023 was Vanguard Group, an estimated $700M added.
  • The largest Oneok seller in Q4 2023 was Blackstone Inc, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2023.