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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
AHC
951
Adell Harriman & Carpenter
Texas
$279K
HNWAG
952
High Net Worth Advisory Group
Florida
$279K +$20.1K +300 +8%
RVPG
953
Relative Value Partners Group
$278K +$1.21K +18 +0.5%
GMA
954
Glassy Mountain Advisors
Maryland
$277K -$42.1K -628 -14%
ONB
955
Old National Bancorp
Indiana
$276K -$43.9K -655 -14%
GL
956
Graypoint LLC
New York
$276K +$52K +776 +25%
DA
957
Denali Advisors
California
$275K -$208K -3,104 -44%
Envestnet Portfolio Solutions
958
Envestnet Portfolio Solutions
Illinois
$274K -$234K -3,484 -47%
FNT
959
First Nebraska Trust
Nebraska
$274K
BP
960
Ballentine Partners
Massachusetts
$274K +$262K +3,905 New
PWP
961
Principle Wealth Partners
Connecticut
$273K -$140K -2,084 -35%
MW
962
Melia Wealth
Oklahoma
$268K +$256K +3,822 New
RIA
963
Regal Investment Advisors
Michigan
$268K -$54.7K -816 -18%
SEEDPG
964
S.E.E.D. Planning Group
New York
$268K +$67 +1 +0%
FW
965
FirstPurpose Wealth
Utah
$267K -$938 -14 -0.4%
NC
966
NBW Capital
Massachusetts
$266K +$670 +10 +0.3%
KDA
967
Kraft Davis & Associates
Missouri
$266K
CFD
968
Creative Financial Designs
Indiana
$266K -$31.6K -471 -11%
MCM
969
Mattern Capital Management
Colorado
$265K
PGF
970
Plan Group Financial
Oklahoma
$264K -$138K -2,061 -35%
FTA
971
Financial & Tax Architects
Missouri
$264K +$252K +3,755 New
WP
972
WealthSource Partners
California
$263K -$34.7K -518 -12%
SMH
973
Sanders Morris Harris
Texas
$263K -$763K -11,379 -75%
ADMI
974
Albert D. Mason Inc
Massachusetts
$261K -$2.41K -36 -1%
DJSG
975
D.J. St. Germain
Massachusetts
$261K +$13.7K +205 +6%

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.