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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
MIM
876
Merrion Investment Management
New Jersey
-$76K -1,970 Closed
RPWA
877
Regent Peak Wealth Advisors
Georgia
-$66K -1,718 Closed
KC
878
Kinloch Capital
Virginia
-$61K -1,590 Closed
AWM
879
Avondale Wealth Management
Texas
-$46K -1,197 Closed
LWCFA
880
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$45K -1,182 Closed
LGA
881
Lebenthal Global Advisors
New York
-$44K -1,162 Closed
PFO
882
Pathstone Family Office
New Jersey
-$25K -650 Closed
TIAM2
883
Tru Independence Asset Management 2
Oregon
-$20K -520 Closed
FWM
884
FSA Wealth Management
Massachusetts
-$12K -300 Closed
DAM
885
Delta Asset Management
Tennessee
-$11K -295 Closed
CTFG
886
Capstone Triton Financial Group
Oklahoma
-$11K -275 Closed
CCA
887
Childress Capital Advisors
Texas
-$18K -267 Closed
IA
888
IFS Advisors
Kansas
-$5K -155 Closed
ADL
889
Asset Dedication LLC
California
-$6K -148 Closed
JMF
890
Johnson Midwest Financial
Iowa
-$5K -138 Closed
TFGT
891
TS Financial Group (TSFG)
Illinois
-$5K -120 Closed
BDWCC
892
B&D White Capital Company
Texas
-$3K -100 Closed
WWM
893
Wolff Wiese Magana
California
-$3K -77 Closed
SWM
894
Selective Wealth Management
Virginia
-$2K -50 Closed
M
895
MOTCO
Texas
-$2K -41 Closed
MA
896
MUFG Americas
New York
-$1K -17 Closed

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.