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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
TA
801
Thor Advisors
New York
$138K +$132K +1,869 New
CG
802
Cutler Group
California
$136K +$101K +1,434 +346%
BWM
803
BerganKDV Wealth Management
Minnesota
$132K +$1.56K +22 +1%
HCM
804
Hilton Capital Management
New York
$131K
QCG
805
Quadrant Capital Group
Ohio
$129K +$60.8K +859 +84%
WEC
806
Winslow Evans & Crocker
Massachusetts
$128K +$3.54K +50 +3%
LWM
807
Lenox Wealth Management
Ohio
$126K +$7.01K +99 +6%
AWM
808
Avondale Wealth Management
Texas
$122K
CLOS
809
Compagnie Lombard Odier SCmA
Switzerland
$119K +$114K +1,614 New
CFB
810
Cullen/Frost Bankers
Texas
$117K
HFM
811
Hartford Financial Management
Connecticut
$117K +$283 +4 +0.3%
ST
812
Smithfield Trust
Pennsylvania
$113K
EFSCE
813
Enterprise Financial Services Corp (EFSC)
Missouri
$110K +$3.11K +44 +3%
PHK
814
Point72 Hong Kong
Hong Kong
$109K -$165K -2,330 -61%
RFM
815
Royal Fund Management
Florida
$108K -$20.7K -293 -17%
PCM
816
Penserra Capital Management
California
$105K -$85.6K -1,210 -46%
IRC
817
Investors Research Corp
Georgia
$101K
ZB
818
Zions Bancorporation
Utah
$101K +$2.83K +40 +3%
QCMC
819
Quantum Capital Management (California)
California
$100K +$96.5K +1,363 New
GRP
820
Global Retirement Partners
California
$99K +$495 +7 +0.5%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$96K -$35.4K -500 -28%
LC
822
Lindbrook Capital
California
$95K -$108K -1,520 -54%
AF
823
Advisornet Financial
Minnesota
$95K +$83.2K +1,176 +1,023%
CIA
824
CSat Investment Advisory
Michigan
$94K +$5.73K +81 +7%
CCM
825
Cribstone Capital Management
Maine
$92K

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.