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Oneok
OKE

476 hedge funds and large institutions have $9.38B invested in Oneok in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $171M | Put options by funds: $47.1M

78% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 41

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

7% more funds holding

Funds holding: 446 → 476 (+30)

0.19% more ownership

Funds ownership: 83.82% → 84.01% (+0.19%)

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 161

38% less capital invested

Capital invested by funds: $15.1B → $9.38B (-$5.72B)

Holders
476
Holders Change
+30
Holders Change %
+6.73%
% of All Funds
13.82%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
73
Increased
152
Reduced
161
Closed
41
Calls
$171M
Puts
$47.1M
Net Calls
+$124M
Net Calls Change
-$183M

Top Buyers

1
CC
Carlson Capital
Texas
+$100M
2
TCA
Tortoise Capital Advisors
Kansas
+$96.4M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$65.3M
4
EARNEST Partners
EARNEST Partners
Georgia
+$50.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.3M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$102M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$95.7M
3
PG
PEAK6 Group
Illinois
-$74.1M
4
HT
HAP Trading
New York
-$57.2M
5
JP Morgan Chase
JP Morgan Chase
New York
-$45.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
76
Donaldson Capital Management
Indiana
$18.9M +$588K +11,721 +3%
GC
77
Guggenheim Capital
Illinois
$18.7M -$2.92M -58,289 -14%
MFP
78
Michael F. Price
$18.7M – – –
US Bancorp
79
US Bancorp
Minnesota
$18.5M -$841K -16,777 -5%
MTB
80
Mizuho Trust & Banking
Japan
$18.4M +$118K +2,350 +0.7%
Principal Financial Group
81
Principal Financial Group
Iowa
$18.1M +$581K +11,586 +4%
CCM
82
Copeland Capital Management
Pennsylvania
$17.7M +$1.03M +20,512 +7%
EM
83
Elliott Management
New York
$16.7M – – –
Barclays
84
Barclays
United Kingdom
$16.3M -$3.11M -62,130 -17%
UOC
85
UBS O'Connor
Illinois
$16.2M +$15M +298,265 New
Prudential Financial
86
Prudential Financial
New Jersey
$16.1M -$1.07M -21,302 -7%
IAM
87
Impax Asset Management
New Hampshire
$15.9M – – –
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$15.5M +$6.16M +122,959 +76%
NC
89
NBW Capital
Massachusetts
$15M +$112K +2,228 +0.8%
BJ
90
BlackRock Japan
Japan
$14.6M -$449K -8,958 -3%
AR
91
Advisory Research
Illinois
$14M -$6.55M -130,770 -34%
BCIM
92
British Columbia Investment Management
British Columbia, Canada
$13.7M -$1.31M -26,110 -9%
CC
93
Curian Capital
Colorado
$13.7M +$316K +6,314 +3%
Swiss National Bank
94
Swiss National Bank
Switzerland
$13.7M -$200K -3,998 -2%
RFC
95
Russell Frank Company
Washington
$13.6M -$13.2M -262,930 -54%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$13.1M -$255K -5,083 -2%
FLPIM
97
F.L. Putnam Investment Management
Massachusetts
$12.9M +$141K +2,804 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
98
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.6M +$2.13M +42,490 +23%
WCMNY
99
Westchester Capital Management (New York)
New York
$12.6M – – –
Bank of America
100
Bank of America
North Carolina
$12.3M -$680K -13,576 -6%
2 3
4
5 6

OKE Hedge Fund Activity: Q4 2013 in Review

476 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2013, worth a combined $9.38B — down 38% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new OKE positions and 41 closed out — a net gain of 32 holders — while 152 added to existing stakes and 161 trimmed.

The largest buyer was Carlson Capital, opening a new position worth an estimated $100M. The largest seller was Brookfield Corp, exiting entirely with an estimated $102M sold.

  • 476 institutional investors held Oneok (OKE) as of Q4 2013, up from 446 in Q3 2013.
  • Funds reported $9.38B of Oneok stock for Q4 2013, down 38% quarter-over-quarter.
  • 73 funds opened new Oneok positions in Q4 2013 and 41 closed out, a net change of +32 holders.
  • The largest Oneok buyer in Q4 2013 was Carlson Capital, an estimated $100M added.
  • The largest Oneok seller in Q4 2013 was Brookfield Corp, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2013.