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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
FFA
701
Founders Financial Alliance
North Carolina
$630K +$6.7K +100 +1%
PFG
702
PAX Financial Group
Texas
$629K -$77.3K -1,153 -11%
NA
703
Navellier & Associates
Nevada
$629K +$70K +1,044 +13%
BA
704
Bristlecone Advisors
Washington
$624K
FGAM
705
Financial Gravity Asset Management
Texas
$621K +$20.1K +300 +11%
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$618K -$90.9K -1,357 -13%
AIC
707
Archer Investment Corporation
Indiana
$617K
VEA
708
Virtus ETF Advisers
New York
$615K -$166K -2,478 -22%
MWM
709
Meridian Wealth Management
Kentucky
$611K -$364K -5,436 -38%
ACP
710
Aveo Capital Partners
Colorado
$609K +$6.77K +101 +1%
CAG
711
Crestwood Advisors Group
Massachusetts
$608K -$18.4K -275 -3%
CFB
712
Cullen/Frost Bankers
Texas
$608K -$129K -1,924 -18%
TIAA Trust, National Association
713
TIAA Trust, National Association
North Carolina
$608K -$73K -1,089 -11%
GSEP
714
Golden State Equity Partners
California
$607K +$2.61K +39 +0.5%
BWP
715
Balboa Wealth Partners
Arizona
$606K +$44K +656 +8%
PA
716
Parallel Advisors
California
$605K -$45.2K -675 -7%
SAM
717
SignalPoint Asset Management
Missouri
$604K -$201 -3 -0%
O
718
Ossiam
France
$604K +$110K +1,648 +24%
SMA
719
Sage Mountain Advisors
Georgia
$598K +$3.95K +59 +0.7%
AMIM
720
Aull & Monroe Investment Management
Alabama
$598K
IF
721
Intrua Financial
Texas
$598K -$47K -702 -8%
FAIM
722
Financial Advocates Investment Management
Washington
$596K +$32.8K +490 +6%
RSWM
723
Robertson Stephens Wealth Management
California
$596K -$136K -2,024 -19%
MAS
724
Meeder Advisory Services
Ohio
$595K +$108K +1,605 +23%
CPL
725
CAP Partners LLC
Tennessee
$594K +$567K +8,460 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.