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802 hedge funds and large institutions have $17.4B invested in Oneok in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 301 increasing their positions, 243 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $166M | Put options by funds: $74.2M

31% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 75

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

24% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 243

16% more capital invested

Capital invested by funds: $15B → $17.4B (+$2.38B)

2% more funds holding

Funds holding: 789802 (+13)

1.13% more ownership

Funds ownership: 73.17%74.3% (+1.1%)

Holders
802
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
18.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.5%
New
98
Increased
301
Reduced
243
Closed
75
Calls
$166M
Puts
$74.2M
Net Calls
+$91.4M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
626
Redwood Investment Management
Arizona
$225K +$227K +3,956 New
IAA
627
Independent Advisor Alliance
North Carolina
$221K -$324K -5,652 -59%
WAM
628
Weatherly Asset Management
California
$221K
Jones Financial Companies
629
Jones Financial Companies
Missouri
$220K +$221K +3,857 New
LW
630
Linscomb Wealth
Texas
$219K
TWA
631
TCI Wealth Advisors
Arizona
$219K +$21.1K +368 +11%
LWAC
632
Laurel Wealth Advisors (California)
California
$217K +$861 +15 +0.4%
JFGLC
633
Johnson Financial Group LLC (Colorado)
Colorado
$212K -$64.3K -1,121 -23%
KPCM
634
Kings Point Capital Management
New York
$212K
MCM
635
Murphy Capital Management
New Jersey
$212K +$214K +3,732 New
EGA
636
E&G Advisors
Texas
$211K +$212K +3,700 New
SAM
637
Summit Asset Management
Tennessee
$211K +$212K +3,700 New
ST
638
Smithfield Trust
Pennsylvania
$207K +$4.36K +76 +2%
MGAM
639
McGowan Group Asset Management
Texas
$207K +$209K +3,640 New
CIMLRA
640
CBRE Investment Management Listed Real Assets
Pennsylvania
$205K +$206K +3,594 New
HSA
641
HBK Sorce Advisory
Pennsylvania
$205K +$206K +3,597 New
CAMG
642
CWA Asset Management Group
Florida
$204K +$205K +3,580 New
PTC
643
Private Trust Company
Ohio
$204K +$206K +3,590 New
VCA
644
Verdence Capital Advisors
Maryland
$200K +$202K +3,517 New
CEP
645
Chicago Equity Partners
Illinois
$200K +$202K +3,520 New
WB
646
Webster Bank
Connecticut
$178K
DBT
647
Dubuque Bank & Trust
Iowa
$172K +$459 +8 +0.3%
Rockefeller Capital Management
648
Rockefeller Capital Management
New York
$172K +$174K +3,029 New
FANJ
649
Financial Architects (New Jersey)
New Jersey
$167K -$29.3K -511 -15%
FPS
650
Fieldpoint Private Securities
Connecticut
$167K +$71.2K +1,241 +73%

OKE Hedge Fund Activity: Q1 2018 in Review

802 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q1 2018, worth a combined $17.4B — up 16% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new OKE positions and 75 closed out — a net gain of 23 holders — while 301 added to existing stakes and 243 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $416M. The largest seller was Blackstone Inc, exiting entirely with an estimated $326M sold.

  • 802 institutional investors held Oneok (OKE) as of Q1 2018, up from 789 in Q4 2017.
  • Funds reported $17.4B of Oneok stock for Q1 2018, up 16% quarter-over-quarter.
  • 98 funds opened new Oneok positions in Q1 2018 and 75 closed out, a net change of +23 holders.
  • The largest Oneok buyer in Q1 2018 was Capital Research Global Investors, an estimated $416M added.
  • The largest Oneok seller in Q1 2018 was Blackstone Inc, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.