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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
OPA
601
Old Port Advisors
Maine
$859K +$884K +13,543 New
SSB
602
Sandy Spring Bank
Maryland
$850K +$156K +2,383 +22%
CFGS
603
Concourse Financial Group Securities
Alabama
$847K +$254K +3,887 +41%
BAM
604
Belpointe Asset Management
Nevada
$845K +$71.2K +1,091 +9%
AO
605
Advisor OS
Illinois
$845K +$870K +13,321 New
OTL
606
Oak Thistle LLC
New York
$843K +$619K +9,477 +248%
QCG
607
Quadrant Capital Group
Ohio
$840K +$627K +9,606 +264%
OIA
608
OneDigital Investment Advisors
Kansas
$837K +$168K +2,570 +24%
BCM
609
Birch Capital Management
Texas
$833K +$292K +4,479 +52%
HR
610
Howe & Rusling
New York
$824K +$299K +4,577 +54%
BG
611
Bahl & Gaynor
Ohio
$818K -$4.63K -71 -0.5%
LNC
612
Lincoln National Corp
Pennsylvania
$815K +$497K +7,606 +145%
LF
613
Lee Financial
Texas
$804K +$13.1K +200 +2%
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
$803K +$61.1K +936 +8%
SFC
615
Strategic Financial Concepts
Texas
$802K +$34.7K +531 +4%
HJGA
616
Hardman Johnston Global Advisors
Connecticut
$802K
MFWP
617
Mosaic Family Wealth Partners
Missouri
$800K +$516K +7,896 +167%
CWM
618
Congress Wealth Management
Massachusetts
$795K +$818K +12,537 New
CPA
619
Cardiff Park Advisors
California
$794K +$1.31K +20 +0.2%
First Manhattan
620
First Manhattan
New York
$791K +$420K +6,438 +107%
AWAP
621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$791K
PFS
622
Prospera Financial Services
Texas
$790K +$219K +3,357 +37%
AWC
623
Adamsbrown Wealth Consultants
Kansas
$790K +$121K +1,860 +18%
AIP
624
Ameritas Investment Partners
Nebraska
$786K +$73.8K +1,131 +10%
WWM
625
Western Wealth Management
Colorado
$783K +$806K +12,348 New

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.