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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
PSCM
626
Per Stirling Capital Management
Texas
$781K +$79.3K +1,215 +11%
CW
627
CreativeOne Wealth
Kansas
$778K -$347K -5,312 -30%
ATC
628
Argent Trust Co
Tennessee
$774K +$220K +3,373 +38%
WAAG
629
Wealth Alliance Advisory Group
Kansas
$773K +$286K +4,380 +56%
SWM
630
Spire Wealth Management
Virginia
$771K -$2.77M -42,411 -78%
IWM
631
IHT Wealth Management
Illinois
$768K -$20.3K -311 -3%
TP
632
Tranquility Partners
Tennessee
$763K +$113K +1,736 +17%
SWM
633
Stockman Wealth Management
Montana
$761K -$78.3K -1,200 -9%
CSPIA
634
Cary Street Partners Investment Advisory
Virginia
$760K -$48.7K -746 -6%
PMG
635
ProVise Management Group
Florida
$758K +$780K +11,952 New
HI
636
Hendershot Investments
Virginia
$753K -$45.7K -700 -6%
USAA
637
United Services Automobile Association
Texas
$752K +$774K +11,861 New
PVM
638
Palogic Value Management
Texas
$748K
OCBCO
639
Oversea-Chinese Banking Corp (OCBC)
Singapore
$748K +$540K +8,271 +235%
PWG
640
Portside Wealth Group
Utah
$747K +$6.07K +93 +0.8%
LFGH
641
Lee Financial Group Hawaii
Hawaii
$740K +$21.9K +336 +3%
AIA
642
Alternative Investment Advisors
Florida
$739K +$761K +11,657 New
Lazard Asset Management
643
Lazard Asset Management
New York
$739K +$111K +1,704 +17%
BIP
644
Blueprint Investment Partners
North Carolina
$737K +$759K +11,620 New
HCM
645
Hutner Capital Management
Vermont
$736K +$758K +11,611 New
QCM
646
QRG Capital Management
Illinois
$733K +$755K +11,563 New
SLA
647
Silver Lake Advisory
Utah
$733K +$9.21K +141 +1%
BAMF
648
BI Asset Management Fondsmaeglerselskab
Denmark
$732K -$578K -8,855 -43%
JCM
649
Jag Capital Management
Missouri
$730K -$45.7K -700 -6%
WB
650
WesBanco Bank
West Virginia
$728K +$43.5K +667 +6%

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.