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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
JIC
576
Joel Isaacson & Co
New York
$1.04M
SMC
577
Smith, Moore & Co
Missouri
$1.04M -$69.9K -1,043 -7%
TAM
578
Tocqueville Asset Management
New York
$1.04M
KWM
579
Kingsview Wealth Management
Oregon
$1.04M +$2.61K +39 +0.3%
ARG
580
Advisory Resource Group
Oklahoma
$1.02M -$12.1K -181 -1%
TMAM
581
Tokio Marine Asset Management
Japan
$1.02M +$57.2K +854 +6%
MS
582
Maven Securities
Jersey
$1.01M +$642K +9,583 +197%
Lido Advisors
583
Lido Advisors
California
$1.01M +$373K +5,568 +63%
LW
584
Linscomb Wealth
Texas
$1.01M +$36.7K +548 +4%
HFS
585
Howard Financial Services
Texas
$1.01M +$17.1K +255 +2%
QWP
586
Quotient Wealth Partners
Texas
$1M +$958K +14,298 New
MCM
587
Mork Capital Management
California
$996K +$951K +14,190 New
BWM
588
Buckley Wealth Management
Nevada
$994K +$4.36K +65 +0.5%
QCG
589
Quadrant Capital Group
Ohio
$987K +$54.4K +811 +6%
EWA
590
EP Wealth Advisors
California
$983K -$3.81M -56,912 -80%
SACTSONJ
591
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$983K
GT
592
Glenview Trust
Kentucky
$982K +$11.5K +172 +1%
RMSCM
593
R.M. Sincerbeaux Capital Management
New York
$979K -$96.6K -1,441 -9%
TWM
594
Trueblood Wealth Management
Ohio
$977K +$933K +13,916 New
IA
595
IFP Advisors
Florida
$975K -$8.51K -127 -0.9%
FLPIM
596
F.L. Putnam Investment Management
Massachusetts
$972K +$78.5K +1,171 +9%
CIG
597
Cullen Investment Group
Louisiana
$969K +$925K +13,803 New
JIC
598
Johnson Investment Counsel
Ohio
$969K -$13.3K -199 -1%
LF
599
Lee Financial
Texas
$968K +$73.7K +1,099 +9%
RAG
600
RIA Advisory Group
Iowa
$967K +$2.2M +32,892 New

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.