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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
PM
576
Penbrook Management
New York
$941K
KWM
577
Kingsview Wealth Management
Oregon
$934K +$119K +1,820 +14%
ARG
578
Advisory Resource Group
Oklahoma
$934K +$431K +6,601 +81%
CWM
579
C2C Wealth Management
Arizona
$933K +$26.1K +400 +3%
RDWM
580
Red Door Wealth Management
Tennessee
$932K +$959K +14,695 New
SIC
581
Salem Investment Counselors
North Carolina
$928K +$753K +11,534 +373%
BSW
582
Buckingham Strategic Wealth
Missouri
$927K +$601K +9,204 +170%
MIM
583
Meixler Investment Management
Arizona
$923K -$47.9K -734 -5%
FFN
584
Focus Financial Network
Minnesota
$920K +$330K +5,048 +53%
SFI
585
Susquehanna Fundamental Investments
Pennsylvania
$920K +$946K +14,497 New
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$917K +$64.2K +983 +7%
IC
587
IEQ Capital
California
$902K +$193K +2,961 +26%
FFM
588
Forum Financial Management
Illinois
$899K +$138K +2,115 +18%
MWM
589
Meridian Wealth Management
Kentucky
$897K +$581K +8,894 +169%
RCA
590
Ranch Capital Advisors
Florida
$895K +$36.6K +560 +4%
HFS
591
Howard Financial Services
Texas
$894K +$52.6K +806 +6%
IAA
592
Independent Advisor Alliance
North Carolina
$894K +$298K +4,558 +48%
BWM
593
Buckley Wealth Management
Nevada
$894K +$14.4K +220 +2%
IA
594
IFP Advisors
Florida
$889K +$24.6K +377 +3%
SACTSONJ
595
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$888K
JIC
596
Johnson Investment Counsel
Ohio
$888K +$355K +5,442 +64%
MCM
597
Magnolia Capital Management
New York
$885K +$911K +13,955 New
LW
598
Linscomb Wealth
Texas
$880K +$906K +13,875 New
GT
599
Glenview Trust
Kentucky
$876K +$27.6K +422 +3%
TMAM
600
Tokio Marine Asset Management
Japan
$863K +$236K +3,615 +36%

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.