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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
VWM
851
Venturi Wealth Management
Texas
$155K +$619 +10 +0.4%
RFA
852
Register Financial Advisors
Georgia
$147K +$45K +728 +44%
UB
853
UMB Bank
Missouri
$146K -$44.6K -721 -23%
MPWT
854
MassMutual Private Wealth & Trust
Connecticut
$144K +$5.32K +86 +4%
MA
855
Montag & Associates
Georgia
$142K
SAI
856
Systematic Alpha Investments
New Jersey
$137K
SC
857
SouthState Corp
Florida
$132K
TCM
858
Tradewinds Capital Management
Washington
$126K +$990 +16 +0.8%
WT
859
Washington Trust
Rhode Island
$123K
WTA
860
Washington Trust Advisors
Massachusetts
$123K
WB
861
Webster Bank
Connecticut
$123K
WSCM
862
Wellington Shields Capital Management
New York
$123K
EWM
863
Endurance Wealth Management
Rhode Island
$122K
PMFA
864
Plante Moran Financial Advisors
Michigan
$121K
NFSG
865
Newbridge Financial Services Group
Florida
$119K +$8.35K +135 +8%
TLA
866
Tanglewood Legacy Advisors
Texas
$115K
HCP
867
Hexagon Capital Partners
Arkansas
$113K +$4.14K +67 +4%
CT
868
Caldwell Trust
Florida
$108K
AIC
869
Archer Investment Corporation
Indiana
$106K -$82.5K -1,333 -44%
MCM
870
MV Capital Management
Maryland
$105K +$247 +4 +0.2%
HFM
871
Hartford Financial Management
Connecticut
$104K +$25.1K +406 +32%
AIM
872
Acropolis Investment Management
Missouri
$104K -$27.5K -444 -21%
DIP
873
DT Investment Partners
Pennsylvania
$103K
HI
874
Harbour Investments
Wisconsin
$99.9K +$18.5K +299 +23%
CLOS
875
Compagnie Lombard Odier SCmA
Switzerland
$99.6K

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.