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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
NAMNJ
651
NorthStar Asset Management (New Jersey)
New Jersey
$777K +$742K +11,068 New
MIM
652
Meixler Investment Management
Arizona
$775K -$236K -3,516 -24%
SWM
653
Segment Wealth Management
Texas
$768K -$20.1K -300 -3%
LC
654
Lavaca Capital
Texas
$765K
BJL
655
Brighton Jones LLC
Washington
$757K +$29.1K +434 +4%
PWM
656
Perigon Wealth Management
California
$754K -$373K -5,560 -34%
CI
657
Conning Inc
Connecticut
$748K +$3.69K +55 +0.5%
SWM
658
Stockman Wealth Management
Montana
$744K -$93.8K -1,400 -12%
CWM
659
Connecticut Wealth Management
Connecticut
$740K -$12.8K -191 -2%
NB
660
NBT Bank
New York
$737K
EGM
661
Engineers Gate Manager
New York
$736K -$2.42M -36,164 -78%
SPC
662
Sigma Planning Corp
Michigan
$736K -$478K -7,134 -41%
VCS
663
Vaughan & Co Securities
New Jersey
$727K -$657K -9,804 -49%
JWCA
664
J.W. Cole Advisors
Florida
$722K +$95.8K +1,430 +16%
SFA
665
Sequoia Financial Advisors
Ohio
$720K +$320K +4,777 +87%
KA
666
Kovack Advisors
Florida
$713K +$15.5K +231 +2%
FWCM
667
Ferguson Wellman Capital Management
Oregon
$712K +$71.6K +1,068 +12%
VSQM
668
V-Square Quantitative Management
Illinois
$708K +$269K +4,008 +66%
CFG
669
Cooper Financial Group
California
$707K +$13.9K +208 +2%
WAP
670
Wealthcare Advisory Partners
Pennsylvania
$707K +$353K +5,263 +109%
EF
671
Empirical Finance
Pennsylvania
$706K +$43.4K +648 +7%
SCM
672
Sage Capital Management
New Jersey
$705K +$673K +10,038 New
AIA
673
Arbor Investment Advisors
North Carolina
$702K
DWA
674
Douglass Winthrop Advisors
New York
$702K
BB
675
Busey Bank
Illinois
$702K -$34.2K -510 -5%

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.