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1,036 hedge funds and large institutions have $19.1B invested in Oneok in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 409 increasing their positions, 346 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $270M | Put options by funds: $189M

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

18% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 346

1% more funds holding

Funds holding: 1,0241,036 (+12)

0.16% less ownership

Funds ownership: 69.24%69.08% (-0.16%)

3% less capital invested

Capital invested by funds: $19.7B → $19.1B (-$648M)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,036
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
16.27%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
84
Increased
409
Reduced
346
Closed
64
Calls
$270M
Puts
$189M
Net Calls
+$81.3M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
651
Cutler Group
California
$440K +$441K +7,131 New
VWA
652
Visionary Wealth Advisors
Illinois
$439K +$158K +2,561 +56%
APWM
653
Atlas Private Wealth Management
New York
$438K +$557 +9 +0.1%
MWC
654
MBM Wealth Consultants
Missouri
$437K -$63.7K -1,030 -13%
E
655
Ergoteles
New York
$436K -$3.62M -58,455 -89%
VIM
656
Vinva Investment Management
Australia
$429K +$432K +6,983 New
MYAM
657
Meiji Yasuda Asset Management
Japan
$428K -$20K -323 -4%
PGF
658
Plan Group Financial
Oklahoma
$426K +$427K +6,896 New
Luther King Capital Management (LKCM)
659
Luther King Capital Management (LKCM)
Texas
$419K +$10K +162 +2%
AWE
660
Avidian Wealth Enterprises
Texas
$419K -$151K -2,437 -26%
JIC
661
Joel Isaacson & Co
New York
$417K +$1.86K +30 +0.4%
QCM
662
Quantinno Capital Management
New York
$408K +$63.7K +1,029 +18%
FZCM
663
Flynn Zito Capital Management
New York
$407K +$2.97K +48 +0.7%
FPAS
664
Focus Partners Advisor Solutions
Missouri
$406K +$87.4K +1,413 +27%
CG
665
Colony Group
Massachusetts
$405K
VFA
666
Valeo Financial Advisors
Indiana
$403K +$404K +6,532 New
DA
667
Denali Advisors
California
$396K -$166K -2,685 -30%
RIA
668
Recurrent Investment Advisors
Texas
$395K +$396K +6,400 New
LCGC
669
Legacy Capital Group California
California
$390K +$1.92K +31 +0.5%
GCP
670
Garda Capital Partners
Minnesota
$386K +$322K +5,209 +496%
TWM
671
Tradition Wealth Management
Minnesota
$385K +$19.7K +318 +5%
CL
672
Choreo LLC
Illinois
$384K +$2.41K +39 +0.6%
HI
673
Horizon Investments
North Carolina
$379K +$47.1K +762 +14%
JCM
674
J2 Capital Management
Michigan
$375K -$6.99K -113 -2%
PA
675
Parallel Advisors
California
$375K +$6.68K +108 +2%

OKE Hedge Fund Activity: Q2 2023 in Review

1,036 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q2 2023, worth a combined $19.1B — down 3.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OKE positions and 64 closed out — a net gain of 20 holders — while 409 added to existing stakes and 346 trimmed.

The largest buyer was Marshall Wace, adding an estimated $105M. The largest seller was Tortoise Capital Advisors, cutting an estimated $157M.

  • 1,036 institutional investors held Oneok (OKE) as of Q2 2023, up from 1,024 in Q1 2023.
  • Funds reported $19.1B of Oneok stock for Q2 2023, down 3.3% quarter-over-quarter.
  • 84 funds opened new Oneok positions in Q2 2023 and 64 closed out, a net change of +20 holders.
  • The largest Oneok buyer in Q2 2023 was Marshall Wace, an estimated $105M added.
  • The largest Oneok seller in Q2 2023 was Tortoise Capital Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2023.