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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
FWTB
976
First Western Trust Bank
Colorado
$260K +$248K +3,705 New
CA
977
Callahan Advisors
Texas
$260K -$23.4K -349 -9%
STA
978
Summit Trail Advisors
New York
$260K +$25.7K +384 +12%
DT
979
Diversified Trust
Tennessee
$260K -$475K -7,091 -66%
KP
980
Keel Point
Alabama
$259K +$247K +3,684 New
AIM
981
Anchor Investment Management
South Carolina
$258K
VAM
982
Verity Asset Management
North Carolina
$258K
SWA
983
Stratos Wealth Advisors
Ohio
$257K -$5.7K -85 -2%
VVP
984
Venture Visionary Partners
Ohio
$257K -$135K -2,014 -35%
TF
985
Trek Financial
Arizona
$256K +$1.07K +16 +0.4%
HPM
986
Hoxton Planning & Management
West Virginia
$255K +$2.75K +41 +1%
FCM
987
Fourpath Capital Management
Oklahoma
$254K +$268 +4 +0.1%
CS
988
Capital Square
Tennessee
$253K
CAC
989
Certified Advisory Corp
Florida
$253K +$871 +13 +0.4%
KCM
990
Kathmere Capital Management
Pennsylvania
$249K +$2.15K +32 +0.9%
FCMT
991
Founders Capital Management (Texas)
Texas
$249K +$3.35K +50 +1%
TCOO
992
Trust Company of Oklahoma
Oklahoma
$247K -$30.5K -455 -11%
MIM
993
Marco Investment Management
Georgia
$246K
PS
994
Principal Securities
Iowa
$245K +$234K +3,488 New
S
995
Sunpointe
Missouri
$245K +$234K +3,487 New
ATI
996
ARK & TLK Investments
Oklahoma
$244K +$233K +3,477 New
WEG
997
World Equity Group
Illinois
$244K +$233K +3,474 New
PBO
998
Peoples Bank (Ohio)
Ohio
$244K
WSTAM
999
Wilbanks Smith & Thomas Asset Management
Virginia
$243K -$2.21K -33 -0.9%
Empower Advisory Group
1000
Empower Advisory Group
Colorado
$242K -$19.8K -296 -8%

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.