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1,264 hedge funds and large institutions have $24.9B invested in Oneok in 2023 Q3 according to their latest regulatory filings, with 301 funds opening new positions, 636 increasing their positions, 208 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 62

206% more repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 208

80% more funds holding in top 10

Funds holding in top 10: 2036 (+16)

30% more capital invested

Capital invested by funds: $19.1B → $24.9B (+$5.79B)

22% more funds holding

Funds holding: 1,0361,264 (+228)

12% more call options, than puts

Call options by funds: $300M | Put options by funds: $269M

1.82% less ownership

Funds ownership: 69.08%67.26% (-1.8%)

Holders
1,264
Holders Change
+228
Holders Change %
+22.01%
% of All Funds
20.06%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.57%
New
301
Increased
636
Reduced
208
Closed
62
Calls
$300M
Puts
$269M
Net Calls
+$31.4M
Net Calls Change
-$49.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
976
Truvestments Capital
Florida
$252K +$1.96K +30 +0.8%
TCOO
977
Trust Company of Oklahoma
Oklahoma
$252K
AHC
978
Adell Harriman & Carpenter
Texas
$252K +$259K +3,971 New
PWPS
979
Pinnacle Wealth Planning Services
Ohio
$251K -$3.63M -55,600 -93%
MWM
980
Modera Wealth Management
New Jersey
$250K +$258K +3,949 New
RVPG
981
Relative Value Partners Group
$250K +$257K +3,944 New
CC
982
Copperleaf Capital
North Carolina
$250K +$257K +3,935 New
SWMP
983
Signature Wealth Management Partners
New Jersey
$249K +$256K +3,918 New
FNT
984
First Nebraska Trust
Nebraska
$248K
CS
985
Capital Square
Tennessee
$248K +$236K +3,610 New
SF
986
Symphony Financial
Texas
$246K +$259K +3,960 New
KLWA
987
Kelly Lawrence W & Associates
California
$244K
VT
988
Vise Technologies
New York
$243K +$2.61K +40 +1%
CAL
989
Capital Advisors Ltd
Ohio
$243K +$248K +3,805 +16,543%
TC
990
TwinBeech Capital
New York
$243K +$250K +3,829 New
FW
991
FirstPurpose Wealth
Utah
$242K +$249K +3,815 New
SEEDPG
992
S.E.E.D. Planning Group
New York
$242K +$13.6K +209 +6%
SA
993
Syntax Advisors
New York
$241K -$19.1K -292 -7%
VCG
994
Vantage Consulting Group
Virginia
$241K -$19.1K -292 -7%
NC
995
NBW Capital
Massachusetts
$240K +$247K +3,780 New
APP
996
Avantax Planning Partners
Iowa
$240K +$247K +3,777 New
CG
997
CFO4Life Group
Texas
$239K +$246K +3,771 New
IFU
998
iSAM Funds (UK)
United Kingdom
$239K +$246K +3,771 New
MCM
999
Mattern Capital Management
Colorado
$239K +$246K +3,767 New
ADMI
1000
Albert D. Mason Inc
Massachusetts
$238K +$65 +1 +0%

OKE Hedge Fund Activity: Q3 2023 in Review

1,264 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q3 2023, worth a combined $24.9B — up 30% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new OKE positions and 62 closed out — a net gain of 239 holders — while 636 added to existing stakes and 208 trimmed.

The largest buyer was State Street, adding an estimated $513M. The largest seller was Millennium Management, cutting an estimated $84.7M.

  • 1,264 institutional investors held Oneok (OKE) as of Q3 2023, up from 1,036 in Q2 2023.
  • Funds reported $24.9B of Oneok stock for Q3 2023, up 30% quarter-over-quarter.
  • 301 funds opened new Oneok positions in Q3 2023 and 62 closed out, a net change of +239 holders.
  • The largest Oneok buyer in Q3 2023 was State Street, an estimated $513M added.
  • The largest Oneok seller in Q3 2023 was Millennium Management, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2023.