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802 hedge funds and large institutions have $17.4B invested in Oneok in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 301 increasing their positions, 243 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $166M | Put options by funds: $74.2M

31% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 75

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

24% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 243

16% more capital invested

Capital invested by funds: $15B → $17.4B (+$2.38B)

2% more funds holding

Funds holding: 789802 (+13)

1.13% more ownership

Funds ownership: 73.17%74.3% (+1.1%)

Holders
802
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
18.38%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.5%
New
98
Increased
301
Reduced
243
Closed
75
Calls
$166M
Puts
$74.2M
Net Calls
+$91.4M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Avondale Wealth Management
Texas
$94K
LJHT
677
Laurie J. Hall Trustee
$94K
QCG
678
Quadrant Capital Group
Ohio
$92K +$22.3K +388 +29%
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$91.1K
SBL
680
Sargent Bickham Lagudis
Colorado
$89K +$57 +1 +0.1%
TFS
681
TrustCore Financial Services
Tennessee
$85K
WTC
682
WhitTier Trust Company
Nevada
$80K +$59.7K +1,040 +279%
LNB
683
Ledyard National Bank
$77K
1IA
684
1834 Investment Advisors
Wisconsin
$77K +$78K +1,360 New
ARMT
685
Amica Retiree Medical Trust
Rhode Island
$73K
CAPTRUST Financial Advisors
686
CAPTRUST Financial Advisors
North Carolina
$73K +$8.32K +145 +13%
AFIA
687
America First Investment Advisors
Nebraska
$68K
CIM
688
Centersquare Investment Management
Pennsylvania
$68K +$68.3K +1,190 New
MYIA
689
Mount Yale Investment Advisors
Colorado
$68K +$69K +1,203 New
M
690
MOTCO
Texas
$62K
FHA
691
First Horizon Advisors
Tennessee
$61K -$12.7K -221 -17%
SJIM
692
St. Johns Investment Management
Florida
$59K +$59.9K +1,044 New
DWA
693
Divergent Wealth Advisors
Utah
$58K +$58.6K +1,022 New
HSA
694
Hussman Strategic Advisors
Maryland
$56K
GLI
695
Guardian Life Insurance
New York
$54K -$16.5K -288 -23%
VIA
696
Vantage Investment Advisors
Pennsylvania
$53K +$230 +4 +0.4%
CIP
697
Convergence Investment Partners
Florida
$53K +$53.3K +928 New
AAP
698
Arax Advisory Partners
Colorado
$50K +$6.77K +118 +15%
AIS
699
AlphaOne Investment Services
Pennsylvania
$50K +$49.9K +870 New
APP
700
Avantax Planning Partners
Iowa
$49K +$49.7K +866 New

OKE Hedge Fund Activity: Q1 2018 in Review

802 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q1 2018, worth a combined $17.4B — up 16% from $15B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new OKE positions and 75 closed out — a net gain of 23 holders — while 301 added to existing stakes and 243 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $416M. The largest seller was Blackstone Inc, exiting entirely with an estimated $326M sold.

  • 802 institutional investors held Oneok (OKE) as of Q1 2018, up from 789 in Q4 2017.
  • Funds reported $17.4B of Oneok stock for Q1 2018, up 16% quarter-over-quarter.
  • 98 funds opened new Oneok positions in Q1 2018 and 75 closed out, a net change of +23 holders.
  • The largest Oneok buyer in Q1 2018 was Capital Research Global Investors, an estimated $416M added.
  • The largest Oneok seller in Q1 2018 was Blackstone Inc, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.