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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
CFG
676
Citizens Financial Group
Rhode Island
$701K +$218K +3,250 +48%
DF
677
Donoghue Forlines
Massachusetts
$701K -$1.12M -16,770 -63%
MWM
678
Mission Wealth Management
California
$699K +$60.4K +901 +10%
TCG
679
Transcendent Capital Group
Oklahoma
$696K +$664K +9,914 New
IPW
680
Impact Partnership Wealth
Georgia
$695K +$147K +2,194 +28%
SF
681
Symphony Financial
Texas
$693K +$395K +5,898 +149%
DIP
682
Davis Investment Partners
North Carolina
$685K +$26.8K +400 +4%
Focus Partners Wealth
683
Focus Partners Wealth
Massachusetts
$683K +$652K +9,728 New
CT
684
Coastline Trust
Rhode Island
$680K
MA
685
Mutual Advisors
Nebraska
$675K -$33.8K -505 -5%
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$668K -$23.3K -347 -4%
QCIG
687
Quad-Cities Investment Group
Iowa
$666K +$2.15K +32 +0.3%
MSCM
688
McElhenny Sheffield Capital Management
Texas
$666K +$1.07K +16 +0.2%
TNA
689
True North Advisors
Texas
$664K +$634K +9,457 New
GT
690
Greenleaf Trust
Michigan
$657K +$43.3K +646 +7%
SIA
691
SeaBridge Investment Advisors
New Jersey
$656K -$21.8K -326 -3%
IAN
692
Integrated Advisors Network
Texas
$652K -$69.3K -1,034 -10%
CSC
693
Caldwell Sutter Capital
California
$649K +$29.2K +435 +5%
WT
694
Whittier Trust
California
$649K -$22K -328 -3%
GPA
695
Garrison Point Advisors
California
$645K
PS
696
Presima Securities
Quebec, Canada
$639K +$10.1K +150 +2%
FBT
697
First Bankers Trust
Kentucky
$639K
MW
698
Marcum Wealth
Ohio
$635K -$76.9K -1,148 -11%
SWM
699
Spire Wealth Management
Virginia
$635K -$207K -3,083 -25%
PMA
700
Prudent Man Advisors
Illinois
$631K +$602K +8,979 New

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.