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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
ATC
626
Argent Trust Co
Tennessee
$857K
WAAG
627
Wealth Alliance Advisory Group
Kansas
$856K +$871 +13 +0.1%
AIP
628
Ameritas Investment Partners
Nebraska
$847K -$21.8K -326 -3%
LSA
629
Lion Street Advisors
Texas
$841K -$634K -9,464 -44%
WWM
630
Western Wealth Management
Colorado
$840K -$25.3K -378 -3%
HI
631
Hendershot Investments
Virginia
$832K -$2.01K -30 -0.3%
IWM
632
IHT Wealth Management
Illinois
$829K -$20.2K -301 -2%
PVM
633
Palogic Value Management
Texas
$829K
PFS
634
Prospera Financial Services
Texas
$825K -$47.6K -710 -6%
AIA
635
Alternative Investment Advisors
Florida
$819K
MIS
636
Morningstar Investment Services
Illinois
$818K +$418K +6,244 +117%
CAG
637
Csenge Advisory Group
Florida
$818K +$40.5K +604 +5%
CFGS
638
Concourse Financial Group Securities
Alabama
$811K -$121K -1,810 -14%
OA
639
Oxbow Advisors
Texas
$809K +$106K +1,578 +16%
TP
640
Tranquility Partners
Tennessee
$804K -$39.1K -584 -5%
SWM
641
SeaCrest Wealth Management
New York
$803K -$402 -6 -0.1%
BFG
642
Bleakley Financial Group
New Jersey
$797K +$28.3K +422 +4%
SS
643
Simplicity Solutions
Minnesota
$797K +$28.3K +422 +4%
SLA
644
Silver Lake Advisory
Utah
$795K -$15.8K -236 -2%
ECM
645
Everence Capital Management
Indiana
$793K -$97.2K -1,450 -11%
BF
646
Blankinship & Foster
California
$792K
SIMG
647
Sonora Investment Management Group
Arizona
$790K +$97.5K +1,455 +15%
FHB
648
First Hawaiian Bank
Hawaii
$789K -$9.45K -141 -1%
CT
649
Cambridge Trust
Massachusetts
$787K
PWG
650
Portside Wealth Group
Utah
$779K -$44K -657 -6%

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.