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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$70.6M +$11.1M +166,234 +20%
Macquarie Group
52
Macquarie Group
Australia
$69.9M +$6.5M +96,927 +11%
Ameriprise
53
Ameriprise
Minnesota
$69.7M +$8.73M +130,225 +15%
COPPSERS
54
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$68.3M +$14.1M +211,014 +28%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$66.5M +$26.6M +397,310 +72%
NIM
56
NXG Investment Management
Texas
$64.7M +$6.95M +103,756 +13%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.1M -$3.7M -55,183 -6%
GF
58
Gabelli Funds
New York
$60.8M +$1.23M +18,399 +2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$60.3M +$2.51M +37,442 +5%
IG
60
ING Group
Netherlands
$59.8M -$3.87M -57,772 -6%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$56.4M -$2.72M -40,578 -5%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$54.8M +$409K +6,098 +0.8%
Canada Life
63
Canada Life
Manitoba, Canada
$52.9M +$4.49M +67,012 +10%
BG
64
Bollard Group
Massachusetts
$52.6M +$586K +8,741 +1%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$51.7M +$1.73M +25,796 +4%
Stifel Financial
66
Stifel Financial
Missouri
$50.2M +$1.07M +15,954 +2%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$50.1M -$161K -2,404 -0.3%
Marshall Wace
68
Marshall Wace
United Kingdom
$49.4M -$166M -2,480,141 -78%
AllianceBernstein
69
AllianceBernstein
Tennessee
$49.1M +$9.57M +142,719 +26%
DZ Bank
70
DZ Bank
Germany
$48.9M -$7.77M -115,875 -14%
Principal Financial Group
71
Principal Financial Group
Iowa
$48.9M +$2.29M +34,162 +5%
DPIM
72
Duff & Phelps Investment Management
Illinois
$48.7M +$13.3M +199,000 +40%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$47.7M -$14.5M -215,662 -24%
MIM
74
Merewether Investment Management
Texas
$47.2M +$45M +672,062 New
Citadel Advisors
75
Citadel Advisors
Florida
$44.7M -$150M -2,230,645 -78%

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.