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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
APWM
776
Atlas Private Wealth Management
New York
$500K +$536 +8 +0.1%
NSIM
777
North Star Investment Management
Illinois
$497K -$29K -433 -6%
FM
778
Foster & Motley
Ohio
$496K -$88.1K -1,314 -16%
SWA
779
SFMG Wealth Advisors
Texas
$493K +$67 +1 +0%
SVWAG
780
Sound View Wealth Advisors Group
Georgia
$491K +$23K +343 +5%
MCM
781
Magnolia Capital Management
New York
$491K -$467K -6,962 -50%
CA
782
Claro Advisors
Massachusetts
$489K -$1.68K -25 -0.4%
MCM
783
Morton Capital Management
California
$486K +$4.02K +60 +0.9%
FFO
784
Fiduciary Family Office
Florida
$486K +$464K +6,921 New
RFO
785
RiverGlades Family Offices
Florida
$485K -$2.95K -44 -0.6%
OP
786
ORG Partners
Indiana
$482K +$67.9K +1,013 +17%
WF
787
Welch & Forbes
Massachusetts
$482K -$8.04K -120 -2%
VWA
788
Visionary Wealth Advisors
Illinois
$477K -$23.4K -349 -5%
TNBTD
789
Trustmark National Bank Trust Department
Mississippi
$474K +$469 +7 +0.1%
CIC
790
Carnegie Investment Counsel
Ohio
$473K
VFA
791
Valeo Financial Advisors
Indiana
$470K -$10.2K -152 -2%
FZCM
792
Flynn Zito Capital Management
New York
$469K +$3.02K +45 +0.7%
DGAM
793
Desjardins Global Asset Management
Quebec, Canada
$468K +$431K +6,428 +2,747%
DWT
794
Dorsey & Whitney Trust
South Dakota
$468K -$18.1K -270 -4%
BBHC
795
Brown Brothers Harriman & Co
New York
$467K +$3.69K +55 +0.8%
MYAM
796
Meiji Yasuda Asset Management
Japan
$467K -$72.6K -1,083 -14%
AT
797
Arvest Trust
Oklahoma
$466K -$123K -1,841 -22%
PAS
798
Park Avenue Securities
New York
$464K +$57.8K +862 +15%
AGC
799
Aspen Grove Capital
Colorado
$463K +$3.62K +54 +0.8%
HW
800
Hancock Whitney
Mississippi
$463K

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.