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1,307 hedge funds and large institutions have $28.9B invested in Oneok in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 454 increasing their positions, 481 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 112

31% more call options, than puts

Call options by funds: $332M | Put options by funds: $253M

16% more capital invested

Capital invested by funds: $24.9B → $28.9B (+$3.99B)

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

3% more funds holding

Funds holding: 1,2641,307 (+43)

3.3% more ownership

Funds ownership: 67.26%70.56% (+3.3%)

6% less repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 481

Holders
1,307
Holders Change
+43
Holders Change %
+3.4%
% of All Funds
19.06%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.58%
New
169
Increased
454
Reduced
481
Closed
112
Calls
$332M
Puts
$253M
Net Calls
+$78.7M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
901
SteelPeak Wealth
California
$315K +$301K +4,484 New
CBT
902
CoreFirst Bank & Trust
Kansas
$313K -$13.4K -200 -4%
AFG
903
Albion Financial Group
Utah
$312K -$31.2K -466 -9%
AAG
904
Armstrong Advisory Group
Massachusetts
$311K +$5.76K +86 +2%
BAM
905
BOS Asset Management
Illinois
$310K +$67 +1 +0%
GIM
906
Greenwich Investment Management
Connecticut
$310K
TIM
907
Thompson Investment Management
Wisconsin
$309K
SFWA
908
Summit Financial Wealth Advisors
Louisiana
$309K +$469 +7 +0.2%
WKWM
909
Walter & Keenan Wealth Management
Indiana
$309K
FFP
910
FourThought Financial Partners
Florida
$308K +$10.8K +161 +4%
IA
911
IFG Advisory
Georgia
$306K +$292K +4,363 New
OCM
912
One Capital Management
California
$306K -$15.8K -235 -5%
BFC
913
Bedel Financial Consulting
Indiana
$305K +$469 +7 +0.2%
CGL
914
Clarius Group LLC
Washington
$304K -$6.97K -104 -2%
BIG
915
Brooklyn Investment Group
New York
$300K +$287K +4,276 New
TI
916
Truepoint Inc
Ohio
$300K +$287K +4,276 New
PCM
917
Parsons Capital Management
Rhode Island
$298K +$13.4K +200 +5%
Capstone Investment Advisors
918
Capstone Investment Advisors
New York
$298K +$12.5K +187 +5%
PWP
919
Private Wealth Partners
California
$298K +$603 +9 +0.2%
FIA
920
Foundations Investment Advisors
Arizona
$297K -$17.2K -257 -6%
CB
921
Cadence Bank
Mississippi
$296K -$67 -1 -0%
RW
922
Rede Wealth
Virginia
$296K -$5.03K -75 -2%
RWM
923
Rench Wealth Management
Texas
$295K +$37.5K +559 +15%
BC
924
Bartlett & Co
Ohio
$295K +$13.3K +198 +5%
MOS
925
MGO One Seven
Ohio
$295K +$4.02K +60 +1%

OKE Hedge Fund Activity: Q4 2023 in Review

1,307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2023, worth a combined $28.9B — up 16% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new OKE positions and 112 closed out — a net gain of 57 holders — while 454 added to existing stakes and 481 trimmed.

The largest buyer was Vanguard Group, adding an estimated $700M. The largest seller was Blackstone Inc, cutting an estimated $214M.

  • 1,307 institutional investors held Oneok (OKE) as of Q4 2023, up from 1,264 in Q3 2023.
  • Funds reported $28.9B of Oneok stock for Q4 2023, up 16% quarter-over-quarter.
  • 169 funds opened new Oneok positions in Q4 2023 and 112 closed out, a net change of +57 holders.
  • The largest Oneok buyer in Q4 2023 was Vanguard Group, an estimated $700M added.
  • The largest Oneok seller in Q4 2023 was Blackstone Inc, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2023.