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827 hedge funds and large institutions have $14.5B invested in Oneok in 2021 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 287 increasing their positions, 288 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 72

43% more call options, than puts

Call options by funds: $174M | Put options by funds: $121M

31% more capital invested

Capital invested by funds: $11.1B → $14.5B (+$3.47B)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

4% more funds holding

Funds holding: 798827 (+29)

0.32% less ownership

Funds ownership: 65.41%65.08% (-0.32%)

0% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 288

Holders
827
Holders Change
+29
Holders Change %
+3.63%
% of All Funds
14.52%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
104
Increased
287
Reduced
288
Closed
72
Calls
$174M
Puts
$121M
Net Calls
+$52.6M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
626
Whittier Trust
California
$214K
BAM
627
Belpointe Asset Management
Nevada
$214K +$38.9K +855 +25%
KA
628
Kovack Advisors
Florida
$214K +$192K +4,233 New
VVP
629
Venture Visionary Partners
Ohio
$214K +$193K +4,241 New
Cerity Partners
630
Cerity Partners
New York
$212K -$102K -2,253 -35%
RWA
631
Ropes Wealth Advisors
Massachusetts
$212K
THWM
632
Taylor Hoffman Wealth Management
Virginia
$209K +$187K +4,122 New
MGAM
633
McGowan Group Asset Management
Texas
$208K +$186K +4,101 New
QCG
634
Quadrant Capital Group
Ohio
$206K +$69.8K +1,536 +61%
MC
635
Mathes Company
New York
$205K +$184K +4,050 New
CT
636
Chicago Trust
Illinois
$203K +$182K +4,000 New
TNB
637
TCF National Bank
South Dakota
$203K +$182K +4,000 New
WT
638
Washington Trust
Rhode Island
$202K -$3.77K -83 -2%
CA
639
Clearstead Advisors
Ohio
$200K
LWP
640
Lumature Wealth Partners
Georgia
$196K +$176K +3,870 New
KLWA
641
Kelly Lawrence W & Associates
California
$195K
TH
642
TCTC Holdings
Texas
$195K
MHR
643
Matthew Hamilton Rosenberg
$189K +$182 +4 +0.1%
HI
644
Harbour Investments
Wisconsin
$183K +$164K +3,602 New
FCM
645
Firestone Capital Management
Florida
$179K +$1.32K +29 +0.8%
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$81.1K +1,785 +113%
EP
647
Eudaimonia Partners
Tennessee
$170K +$44.7K +984 +42%
Bessemer Group
648
Bessemer Group
New Jersey
$163K +$23.7K +522 +19%
Federated Hermes
649
Federated Hermes
Pennsylvania
$162K -$46.2K -1,017 -24%
Rockefeller Capital Management
650
Rockefeller Capital Management
New York
$162K -$18.3K -402 -11%

OKE Hedge Fund Activity: Q1 2021 in Review

827 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q1 2021, worth a combined $14.5B — up 31% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new OKE positions and 72 closed out — a net gain of 32 holders — while 287 added to existing stakes and 288 trimmed.

The largest buyer was State Street, adding an estimated $127M. The largest seller was Prudential plc, cutting an estimated $68.4M.

  • 827 institutional investors held Oneok (OKE) as of Q1 2021, up from 798 in Q4 2020.
  • Funds reported $14.5B of Oneok stock for Q1 2021, up 31% quarter-over-quarter.
  • 104 funds opened new Oneok positions in Q1 2021 and 72 closed out, a net change of +32 holders.
  • The largest Oneok buyer in Q1 2021 was State Street, an estimated $127M added.
  • The largest Oneok seller in Q1 2021 was Prudential plc, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2021.