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928 hedge funds and large institutions have $22.6B invested in Oneok in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 347 increasing their positions, 320 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $283M | Put options by funds: $174M

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

6% more capital invested

Capital invested by funds: $21.4B → $22.6B (+$1.18B)

4% more funds holding

Funds holding: 891928 (+37)

8% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 320

1.18% less ownership

Funds ownership: 75.58%74.4% (-1.2%)

Holders
928
Holders Change
+37
Holders Change %
+4.15%
% of All Funds
20.35%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.61%
New
98
Increased
347
Reduced
320
Closed
58
Calls
$283M
Puts
$174M
Net Calls
+$109M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
601
White Pine Capital
Minnesota
$473K
MHIC
602
Marble Harbor Investment Counsel
Massachusetts
$472K
WAAG
603
Wealth Alliance Advisory Group
Kansas
$472K
LPT
604
Legacy Private Trust
Wisconsin
$471K -$10.5K -149 -2%
LFAS
605
Level Four Advisory Services
Texas
$469K -$59.2K -837 -12%
BCA
606
Berman Capital Advisors
Georgia
$467K +$1.13K +16 +0.3%
PV
607
Private Vista
Illinois
$467K +$1.7K +24 +0.4%
IRF
608
IBM Retirement Fund
New York
$466K -$4.88K -69 -1%
Canada Pension Plan Investment Board
609
Canada Pension Plan Investment Board
Ontario, Canada
$464K +$439K +6,210 +7,221%
CT
610
Clearstead Trust
Maine
$462K
CC
611
ClearArc Capital
Ohio
$460K +$6.23K +88 +1%
SFS
612
Sowell Financial Services
Arkansas
$454K +$436K +6,160 New
GVAG
613
Great Valley Advisor Group
Delaware
$452K +$44.8K +633 +11%
HB
614
Homrich & Berg
Georgia
$449K -$3.47K -49 -0.8%
WMA
615
Wealth Management Associates
New Jersey
$448K +$430K +6,078 New
PFS
616
Prospera Financial Services
Texas
$446K -$897K -12,674 -68%
DWM
617
Dakota Wealth Management
Florida
$442K -$334K -4,720 -44%
GPWA
618
Great Point Wealth Advisors
Massachusetts
$442K +$3.82K +54 +0.9%
VWA
619
V Wealth Advisors
Kansas
$441K +$11.7K +165 +3%
MCM
620
Marathon Capital Management
Maryland
$438K
KP
621
Keel Point
Alabama
$437K -$1.13K -16 -0.3%
SC
622
Searle & Co
Connecticut
$436K
FNT
623
First Nebraska Trust
Nebraska
$436K
EGM
624
Engineers Gate Manager
New York
$433K -$6.51M -92,004 -94%
AFM
625
Abbot Financial Management
Massachusetts
$431K

OKE Hedge Fund Activity: Q3 2019 in Review

928 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q3 2019, worth a combined $22.6B — up 5.5% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new OKE positions and 58 closed out — a net gain of 40 holders — while 347 added to existing stakes and 320 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was Brookfield Corp, exiting entirely with an estimated $177M sold.

  • 928 institutional investors held Oneok (OKE) as of Q3 2019, up from 891 in Q2 2019.
  • Funds reported $22.6B of Oneok stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 98 funds opened new Oneok positions in Q3 2019 and 58 closed out, a net change of +40 holders.
  • The largest Oneok buyer in Q3 2019 was Vanguard Group, an estimated $105M added.
  • The largest Oneok seller in Q3 2019 was Brookfield Corp, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2019.