We are live on ! Find out more

1,024 hedge funds and large institutions have $23.4B invested in Oneok in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 358 increasing their positions, 338 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 43

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

10% more funds holding

Funds holding: 9281,024 (+96)

6% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 338

4% more capital invested

Capital invested by funds: $22.6B → $23.4B (+$825M)

0.61% more ownership

Funds ownership: 74.4%75.01% (+0.61%)

6% less call options, than puts

Call options by funds: $189M | Put options by funds: $202M

Holders
1,024
Holders Change
+96
Holders Change %
+10.34%
% of All Funds
20.18%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.63%
New
152
Increased
358
Reduced
338
Closed
43
Calls
$189M
Puts
$202M
Net Calls
-$13M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Virtue Capital Management
Tennessee
$585K +$552K +7,726 New
ACP
602
Aveo Capital Partners
Colorado
$584K -$7.43K -104 -1%
HSA
603
HBK Sorce Advisory
Pennsylvania
$578K +$38.1K +533 +7%
ACM
604
Ayrshire Capital Management
Connecticut
$573K +$541K +7,566 New
IFAM
605
Institutional & Family Asset Management
Colorado
$572K -$69.7K -975 -11%
KFA
606
Krane Funds Advisors
New York
$564K +$11.4K +160 +2%
IAA
607
Independent Advisor Alliance
North Carolina
$562K -$4.15K -58 -0.8%
RIM
608
Rampart Investment Management
Connecticut
$559K +$289K +4,038 +121%
CAM
609
Carret Asset Management
New York
$555K -$12K -168 -2%
CWM
610
Cornerstone Wealth Management
Missouri
$548K +$37.7K +527 +8%
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$542K
TPCW
612
TD Private Client Wealth
New York
$540K +$510K +7,133 New
BB
613
Busey Bank
Illinois
$532K -$1.5K -21 -0.3%
UB
614
UMB Bank
Missouri
$527K +$161K +2,259 +48%
TCOV
615
Trust Company of Vermont
Vermont
$525K -$6.72K -94 -1%
JWCA
616
J.W. Cole Advisors
Florida
$525K +$496K +6,943 New
QCIG
617
Quad-Cities Investment Group
Iowa
$523K +$357 +5 +0.1%
CFGS
618
Concourse Financial Group Securities
Alabama
$518K +$190K +2,652 +63%
WAAG
619
Wealth Alliance Advisory Group
Kansas
$514K
LWM
620
Loveless Wealth Management
Montana
$514K +$480K +6,713 New
SWM
621
Segment Wealth Management
Texas
$510K -$4.43K -62 -0.9%
IC
622
InterOcean Capital
Illinois
$508K -$39.3K -550 -8%
OCM
623
Orser Capital Management
Texas
$508K +$84.5K +1,182 +21%
PGH
624
Partners Group Holding
Switzerland
$507K
VWM
625
Venturi Wealth Management
Texas
$507K

OKE Hedge Fund Activity: Q4 2019 in Review

1,024 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2019, worth a combined $23.4B — up 3.7% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new OKE positions and 43 closed out — a net gain of 109 holders — while 358 added to existing stakes and 338 trimmed.

The largest buyer was Putnam Investments, adding an estimated $138M. The largest seller was Prudential plc, exiting entirely with an estimated $117M sold.

  • 1,024 institutional investors held Oneok (OKE) as of Q4 2019, up from 928 in Q3 2019.
  • Funds reported $23.4B of Oneok stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 152 funds opened new Oneok positions in Q4 2019 and 43 closed out, a net change of +109 holders.
  • The largest Oneok buyer in Q4 2019 was Putnam Investments, an estimated $138M added.
  • The largest Oneok seller in Q4 2019 was Prudential plc, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.