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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
SWA
1001
Stratos Wealth Advisors
Ohio
$238K +$245K +3,746 New
Empower Advisory Group
1002
Empower Advisory Group
Colorado
$237K +$7.12K +109 +3%
BFM
1003
Boothbay Fund Management
New York
$236K +$243K +3,727 New
MA
1004
MONECO Advisors
Connecticut
$234K +$241K +3,691 New
AIM
1005
Anchor Investment Management
South Carolina
$233K +$208K +3,180 +636%
NGA
1006
Naples Global Advisors
Florida
$233K +$240K +3,678 New
VAM
1007
Verity Asset Management
North Carolina
$233K +$240K +3,673 New
HNWAG
1008
High Net Worth Advisory Group
Florida
$233K -$1.76K -27 -0.7%
RWM
1009
Rench Wealth Management
Texas
$231K +$3.4K +52 +1%
KDA
1010
Kraft Davis & Associates
Missouri
$230K +$246K +3,769 New
TF
1011
Trek Financial
Arizona
$230K +$237K +3,628 New
FCM
1012
Fourpath Capital Management
Oklahoma
$229K +$22.7K +348 +11%
IC
1013
Inscription Capital
Texas
$228K +$235K +3,601 New
CAC
1014
Certified Advisory Corp
Florida
$228K +$235K +3,596 New
HPM
1015
Hoxton Planning & Management
West Virginia
$228K +$11.1K +170 +5%
CIAS
1016
Capital Investment Advisory Services
North Carolina
$224K +$231K +3,539 New
IB
1017
Intrust Bank
Kansas
$224K +$230K +3,527 New
KCM
1018
Kathmere Capital Management
Pennsylvania
$223K +$230K +3,519 New
DJSG
1019
D.J. St. Germain
Massachusetts
$223K +$226K +3,466 +7,702%
MIM
1020
Marco Investment Management
Georgia
$222K +$229K +3,507 New
WSTAM
1021
Wilbanks Smith & Thomas Asset Management
Virginia
$222K +$228K +3,495 New
FCMT
1022
Founders Capital Management (Texas)
Texas
$222K +$228K +3,494 New
PI
1023
PFG Investments
New York
$222K +$228K +3,494 New
PBO
1024
Peoples Bank (Ohio)
Ohio
$220K -$32.4K -497 -13%
CWP
1025
Concord Wealth Partners
Virginia
$219K +$48.6K +744 +27%

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.