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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
BAM
601
Belpointe Asset Management
Nevada
$966K +$29.2K +436 +3%
AO
602
Advisor OS
Illinois
$953K +$16.9K +252 +2%
LFAS
603
Level Four Advisory Services
Texas
$953K -$519K -7,747 -36%
IMCOOI
604
Investment Management Corp of Ontario (IMCO)
Canada
$952K +$909K +13,559 New
AWC
605
Adamsbrown Wealth Consultants
Kansas
$946K +$68.8K +1,027 +8%
BCM
606
Birch Capital Management
Texas
$942K +$18.7K +279 +2%
OPA
607
Old Port Advisors
Maine
$938K -$12.4K -185 -1%
PSC
608
Portman Square Capital
United Kingdom
$929K -$191K -2,855 -18%
FFN
609
Focus Financial Network
Minnesota
$922K -$92.6K -1,382 -10%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$921K -$89.6K -1,337 -9%
HR
611
Howe & Rusling
New York
$904K -$8.11K -121 -0.9%
BG
612
Bahl & Gaynor
Ohio
$903K -$2.08K -31 -0.2%
LFGH
613
Lee Financial Group Hawaii
Hawaii
$896K +$73K +1,089 +9%
KWA
614
Kingswood Wealth Advisors
California
$891K +$512K +7,636 +151%
HJGA
615
Hardman Johnston Global Advisors
Connecticut
$888K
MFWP
616
Mosaic Family Wealth Partners
Missouri
$887K +$1.81K +27 +0.2%
UB
617
UMB Bank
Missouri
$882K +$159K +2,372 +23%
CPA
618
Cardiff Park Advisors
California
$881K +$1.34K +20 +0.2%
First Manhattan
619
First Manhattan
New York
$876K
AWAP
620
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$876K
CCG
621
Cypress Capital Group
Florida
$870K -$228K -3,398 -22%
SSA
622
South Street Advisors
New York
$869K +$274K +4,092 +49%
PSCM
623
Per Stirling Capital Management
Texas
$868K +$3.08K +46 +0.4%
FFM
624
Forum Financial Management
Illinois
$868K -$122K -1,816 -13%
SSB
625
Sandy Spring Bank
Maryland
$857K -$80.5K -1,201 -9%

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.