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1,036 hedge funds and large institutions have $19.1B invested in Oneok in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 409 increasing their positions, 346 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $270M | Put options by funds: $189M

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

18% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 346

1% more funds holding

Funds holding: 1,0241,036 (+12)

0.16% less ownership

Funds ownership: 69.24%69.08% (-0.16%)

3% less capital invested

Capital invested by funds: $19.7B → $19.1B (-$648M)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,036
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
16.27%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
84
Increased
409
Reduced
346
Closed
64
Calls
$270M
Puts
$189M
Net Calls
+$81.3M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
801
Trustmark National Bank Trust Department
Mississippi
$231K +$232K +3,748 New
AWA
802
Arete Wealth Advisors
Illinois
$231K +$232K +3,749 New
VBCG
803
Valley Brook Capital Group
Pennsylvania
$231K -$3.09K -50 -1%
SFWA
804
Summit Financial Wealth Advisors
Louisiana
$230K +$230K +3,725 New
PTC
805
Private Trust Company
Ohio
$228K +$16.6K +268 +8%
HNWAG
806
High Net Worth Advisory Group
Florida
$228K +$11.9K +192 +5%
KLWA
807
Kelly Lawrence W & Associates
California
$228K
WSFS
808
Wilmington Savings Fund Society
Delaware
$225K
QCG
809
Quadrant Capital Group
Ohio
$225K -$78.7K -1,272 -26%
Empower Advisory Group
810
Empower Advisory Group
Colorado
$224K -$9.28K -150 -4%
SSA
811
South Street Advisors
New York
$222K
SEEDPG
812
S.E.E.D. Planning Group
New York
$222K +$223K +3,600 New
RWM
813
Rench Wealth Management
Texas
$222K +$222K +3,590 New
HNB
814
Huntington National Bank
Ohio
$221K +$110K +1,780 +99%
SS
815
Sunbelt Securities
Texas
$219K -$7.67K -124 -3%
OCBCO
816
Oversea-Chinese Banking Corp (OCBC)
Singapore
$218K +$218K +3,525 New
PL
817
Perpetual Ltd
Australia
$216K
DWP
818
Daymark Wealth Partners
Ohio
$215K -$11.3K -182 -5%
PA
819
PFG Advisors
Arizona
$214K +$1.24K +20 +0.6%
BWA
820
BDO Wealth Advisors
Florida
$214K +$4.33K +70 +2%
HPM
821
Hoxton Planning & Management
West Virginia
$211K -$99K -1,601 -32%
WF
822
Welch & Forbes
Massachusetts
$210K
DI
823
DFPG Investments
Utah
$210K +$201K +3,245 New
SIA
824
SkyView Investment Advisors
New Jersey
$210K
PGH
825
Partners Group Holding
Switzerland
$210K

OKE Hedge Fund Activity: Q2 2023 in Review

1,036 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q2 2023, worth a combined $19.1B — down 3.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OKE positions and 64 closed out — a net gain of 20 holders — while 409 added to existing stakes and 346 trimmed.

The largest buyer was Marshall Wace, adding an estimated $105M. The largest seller was Tortoise Capital Advisors, cutting an estimated $157M.

  • 1,036 institutional investors held Oneok (OKE) as of Q2 2023, up from 1,024 in Q1 2023.
  • Funds reported $19.1B of Oneok stock for Q2 2023, down 3.3% quarter-over-quarter.
  • 84 funds opened new Oneok positions in Q2 2023 and 64 closed out, a net change of +20 holders.
  • The largest Oneok buyer in Q2 2023 was Marshall Wace, an estimated $105M added.
  • The largest Oneok seller in Q2 2023 was Tortoise Capital Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2023.