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Oneok
OKE

1,024 hedge funds and large institutions have $23.4B invested in Oneok in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 358 increasing their positions, 338 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 43

14% more funds holding in top 10

Funds holding in top 10: 28 → 32 (+4)

10% more funds holding

Funds holding: 928 → 1,024 (+96)

6% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 338

4% more capital invested

Capital invested by funds: $22.6B → $23.4B (+$825M)

0.61% more ownership

Funds ownership: 74.4% → 75.01% (+0.61%)

6% less call options, than puts

Call options by funds: $189M | Put options by funds: $202M

Holders
1,024
Holders Change
+96
Holders Change %
+10.34%
% of All Funds
20.18%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.63%
New
152
Increased
358
Reduced
338
Closed
43
Calls
$189M
Puts
$202M
Net Calls
-$13M
Net Calls Change
-$122M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$138M
2
State Street
State Street
Massachusetts
+$128M
3
JP Morgan Chase
JP Morgan Chase
New York
+$54.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$40.6M
5
DZ Bank
DZ Bank
Germany
+$32.5M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$117M
2
TCA
Tortoise Capital Advisors
Kansas
-$97.5M
3
KACA
Kayne Anderson Capital Advisors
California
-$72.7M
4
ZP
Zimmer Partners
New York
-$54.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1001
Peoples Financial Services Corp
Pennsylvania
$4K – – –
Marshall Wace
1002
Marshall Wace
United Kingdom
$4K +$3.86K +54 New
EWA
1003
Evolution Wealth Advisors
Florida
$4K +$4.22K +59 New
FDCDDQ
1004
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.86K – – –
RG
1005
Retirement Group
California
$3K +$3.07K +43 New
LWANC
1006
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
PWMG
1007
Prestige Wealth Management Group
New Jersey
$2K – – –
PA
1008
Procyon Advisors
Connecticut
$2K +$2.22K +31 New
WCM
1009
Wealthcare Capital Management
Virginia
$2K +$2.36K +33 New
HWA
1010
Heritage Wealth Advisors
Virginia
$1.36K +$1.29K +18 New
FCH
1011
Freestone Capital Holdings
Washington
$1.23K -$105K -1,469 -8%
AWA
1012
Arkadios Wealth Advisors
Georgia
$1.07K +$1K +14 New
LP
1013
LMR Partners
United Kingdom
$1.06K +$1M +14,045 New
BFC
1014
Bedel Financial Consulting
Indiana
$1K – – –
EI
1015
Ellevest Inc
New York
$1K – – –
LFG
1016
Larson Financial Group
Missouri
$1K – – –
GWMIA
1017
Global Wealth Management Investment Advisory
Florida
$1K +$500 +7 +88%
PP
1018
Pacifica Partners
Canada
$1K +$1.07K +15 New
PW
1019
Price Wealth
Texas
$1K +$1.22K +17 New
CA
1020
CXI Advisors
Indiana
$1K +$1.36K +19 New
ED
1021
Exane Derivatives
France
$835 -$641K -8,962 -100%
LS
1022
Leelyn Smith
Illinois
$79 +$74.6K +1,043 New
SHWM
1023
Silicon Hills Wealth Management
Texas
$30 +$71 +1 New
PGAM
1024
Princeton Global Asset Management
New Jersey
$28 +$26.7K +373 New
PP
1025
Prudential plc
United Kingdom
– -$117M -1,584,874 Closed
39 40
41
42 43

OKE Hedge Fund Activity: Q4 2019 in Review

1,024 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2019, worth a combined $23.4B — up 3.7% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new OKE positions and 43 closed out — a net gain of 109 holders — while 358 added to existing stakes and 338 trimmed.

The largest buyer was Putnam Investments, adding an estimated $138M. The largest seller was Prudential plc, exiting entirely with an estimated $117M sold.

  • 1,024 institutional investors held Oneok (OKE) as of Q4 2019, up from 928 in Q3 2019.
  • Funds reported $23.4B of Oneok stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 152 funds opened new Oneok positions in Q4 2019 and 43 closed out, a net change of +109 holders.
  • The largest Oneok buyer in Q4 2019 was Putnam Investments, an estimated $138M added.
  • The largest Oneok seller in Q4 2019 was Prudential plc, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.