We are live on ! Find out more

928 hedge funds and large institutions have $22.6B invested in Oneok in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 347 increasing their positions, 320 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

62% more call options, than puts

Call options by funds: $283M | Put options by funds: $174M

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

6% more capital invested

Capital invested by funds: $21.4B → $22.6B (+$1.18B)

4% more funds holding

Funds holding: 891928 (+37)

8% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 320

1.18% less ownership

Funds ownership: 75.58%74.4% (-1.2%)

Holders
928
Holders Change
+37
Holders Change %
+4.15%
% of All Funds
20.35%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.61%
New
98
Increased
347
Reduced
320
Closed
58
Calls
$283M
Puts
$174M
Net Calls
+$109M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
726
Crabel Capital Management
California
$263K +$252K +3,567 New
DWM
727
Doyle Wealth Management
Florida
$262K +$27K +381 +12%
APP
728
Avantax Planning Partners
Iowa
$261K -$10.1K -143 -4%
RMDI
729
R.M. Davis Inc
Maine
$261K -$3.54K -50 -1%
CP
730
Covenant Partners
Tennessee
$258K
MCWS
731
McKinley Carter Wealth Services
West Virginia
$258K +$248K +3,505 New
TWA
732
TCI Wealth Advisors
Arizona
$257K +$6.87K +97 +3%
ECM
733
Evergreen Capital Management
Washington
$255K -$3.61K -51 -1%
ASN
734
Advisory Services Network
Georgia
$253K
EFS
735
Essex Financial Services
Connecticut
$253K
MCM
736
MAI Capital Management
Ohio
$252K -$17.6K -249 -7%
SW
737
SlateStone Wealth
Florida
$250K +$240K +3,397 New
VF
738
Virtu Financial
New York
$249K +$239K +3,379 New
RIM
739
Rampart Investment Management
Connecticut
$246K -$13.5K -191 -5%
ECM
740
ETrade Capital Management
Virginia
$243K -$24.3K -344 -9%
MIFH
741
Migdal Insurance & Financial Holdings
Israel
$243K +$34.5K +488 +17%
Jones Financial Companies
742
Jones Financial Companies
Missouri
$242K +$13.3K +188 +6%
PK
743
Pflug Koory
Nebraska
$241K -$425K -6,000 -65%
FPS
744
Fieldpoint Private Securities
Connecticut
$240K -$1.06K -15 -0.5%
BFM
745
Boston Financial Management
Massachusetts
$239K -$49.5K -700 -18%
SVWAG
746
Sound View Wealth Advisors Group
Georgia
$238K -$27K -382 -11%
KIA
747
KCM Investment Advisors
California
$237K +$4.81K +68 +2%
EWM
748
Evercore Wealth Management
New York
$233K -$2.41K -34 -1%
HNB
749
Huntington National Bank
Ohio
$230K -$17.6K -248 -7%
IC
750
Intersect Capital
California
$230K

OKE Hedge Fund Activity: Q3 2019 in Review

928 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q3 2019, worth a combined $22.6B — up 5.5% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new OKE positions and 58 closed out — a net gain of 40 holders — while 347 added to existing stakes and 320 trimmed.

The largest buyer was Vanguard Group, adding an estimated $105M. The largest seller was Brookfield Corp, exiting entirely with an estimated $177M sold.

  • 928 institutional investors held Oneok (OKE) as of Q3 2019, up from 891 in Q2 2019.
  • Funds reported $22.6B of Oneok stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 98 funds opened new Oneok positions in Q3 2019 and 58 closed out, a net change of +40 holders.
  • The largest Oneok buyer in Q3 2019 was Vanguard Group, an estimated $105M added.
  • The largest Oneok seller in Q3 2019 was Brookfield Corp, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2019.