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827 hedge funds and large institutions have $14.5B invested in Oneok in 2021 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 287 increasing their positions, 288 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 72

43% more call options, than puts

Call options by funds: $174M | Put options by funds: $121M

31% more capital invested

Capital invested by funds: $11.1B → $14.5B (+$3.47B)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

4% more funds holding

Funds holding: 798827 (+29)

0.32% less ownership

Funds ownership: 65.41%65.08% (-0.32%)

0% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 288

Holders
827
Holders Change
+29
Holders Change %
+3.63%
% of All Funds
14.52%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
104
Increased
287
Reduced
288
Closed
72
Calls
$174M
Puts
$121M
Net Calls
+$52.6M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
801
Hexagon Capital Partners
Arkansas
$7K
MWP
802
Meridian Wealth Partners
Pennsylvania
$7K +$6.86K +151 New
CCA
803
Column Capital Advisors
Indiana
$6K
EWA
804
Evolution Wealth Advisors
Florida
$6K
MCM
805
MV Capital Management
Maryland
$6K +$545 +12 +12%
SL
806
Savior LLC
Massachusetts
$5K
TAIM
807
TD Ameritrade Investment Management
Nebraska
$5K
CFA
808
Carroll Financial Associates
North Carolina
$5K +$909 +20 +24%
VNA
809
Valley National Advisers
Pennsylvania
$5K +$3.91K +86 +614%
CFFP
810
Center for Financial Planning
Michigan
$5K +$4.54K +100 New
SCA
811
Stonebridge Capital Advisors
Minnesota
$5K +$4.54K +100 New
BWM
812
BerganKDV Wealth Management
Minnesota
$2K
NFSG
813
Newbridge Financial Services Group
Florida
$2K
SFSIG
814
San Francisco Sentry Investment Group
California
$2K
UFF
815
USA Financial Formulas
Michigan
$2K
SWA
816
SOA Wealth Advisors
New York
$2K +$364 +8 +21%
HPC
817
HM Payson & Co
Maine
$2K +$1.82K +40 New
BWL
818
Bogart Wealth LLC
Virginia
$1K -$273 -6 -38%
PP
819
Pacifica Partners
Canada
$1K
TFM
820
TFC Financial Management
Massachusetts
$1K
WAP
821
Wealthcare Advisory Partners
Pennsylvania
$1K +$863 +19 New
WCM
822
Wealthcare Capital Management
Virginia
$1K +$863 +19 New
SFO
823
Standard Family Office
South Dakota
$1K +$1.14K +25 New
ED
824
Exane Derivatives
France
$557
BBHC
825
Brown Brothers Harriman & Co
New York
$328 +$3.63K +80 +1%

OKE Hedge Fund Activity: Q1 2021 in Review

827 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q1 2021, worth a combined $14.5B — up 31% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new OKE positions and 72 closed out — a net gain of 32 holders — while 287 added to existing stakes and 288 trimmed.

The largest buyer was State Street, adding an estimated $127M. The largest seller was Prudential plc, cutting an estimated $68.4M.

  • 827 institutional investors held Oneok (OKE) as of Q1 2021, up from 798 in Q4 2020.
  • Funds reported $14.5B of Oneok stock for Q1 2021, up 31% quarter-over-quarter.
  • 104 funds opened new Oneok positions in Q1 2021 and 72 closed out, a net change of +32 holders.
  • The largest Oneok buyer in Q1 2021 was State Street, an estimated $127M added.
  • The largest Oneok seller in Q1 2021 was Prudential plc, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2021.