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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
SMWM
751
Silvia McColl Wealth Management
California
$540K
WB
752
WesBanco Bank
West Virginia
$538K -$256K -3,823 -33%
II
753
Inspire Investing
Idaho
$536K +$37.4K +558 +8%
JCM
754
Jacobi Capital Management
Pennsylvania
$533K +$2.61K +39 +0.5%
GAM
755
Gould Asset Management
California
$530K
AWM
756
Aviso Wealth Management
Washington
$529K +$505K +7,529 New
GVAG
757
Great Valley Advisor Group
Delaware
$528K +$14.7K +219 +3%
CL
758
Choreo LLC
Illinois
$525K -$1.27K -19 -0.3%
MFG
759
Merit Financial Group
Georgia
$524K +$207K +3,092 +71%
NME
760
Notis-McConarty Edward
$524K
WA
761
Wealthstar Advisors
Texas
$522K -$48.5K -723 -9%
Fisher Asset Management
762
Fisher Asset Management
Washington
$521K -$760K -11,337 -60%
PIA
763
Pinion Investment Advisors
Kansas
$518K +$52.6K +785 +12%
EP
764
Eudaimonia Partners
Tennessee
$517K -$155K -2,316 -24%
GSB
765
Greenfield Savings Bank
Massachusetts
$516K +$871 +13 +0.2%
RFN
766
RDA Financial Network
Iowa
$515K -$10.1K -150 -2%
BEI
767
Benjamin Edwards Inc
Missouri
$514K -$1.61K -24 -0.3%
CT
768
Chicago Trust
Illinois
$513K
VFA
769
Voya Financial Advisors
Connecticut
$512K -$138K -2,057 -22%
BL
770
Balentine LLC
Georgia
$509K -$553K -8,254 -53%
PTC
771
Private Trust Company
Ohio
$509K +$76.1K +1,136 +19%
AA
772
Auxano Advisors
Washington
$509K +$112K +1,667 +30%
AMG
773
Advisors Management Group
Wisconsin
$505K +$140K +2,089 +41%
HDIM
774
Hanson & Doremus Investment Management
Vermont
$504K -$26.3K -393 -5%
FNT
775
First National Trust
Pennsylvania
$502K -$17.9K -267 -4%

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.