We are live on ! Find out more

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
PMSA
1026
Patrick M. Sweeney & Associates
Illinois
$224K +$214K +3,195 New
GCM
1027
Gibraltar Capital Management
Oklahoma
$224K -$12.7K -190 -6%
MC
1028
Mathes Company
New York
$223K
EWM
1029
Evercore Wealth Management
New York
$221K +$211K +3,146 New
SCA
1030
Stillwater Capital Advisors
Pennsylvania
$221K +$211K +3,141 New
PWMAG
1031
Pinnacle Wealth Management Advisory Group
New Jersey
$219K +$209K +3,124 New
MHIC
1032
Marble Harbor Investment Counsel
Massachusetts
$218K -$5.03K -75 -2%
AWM
1033
Accel Wealth Management
Iowa
$217K +$207K +3,089 New
FFB
1034
First Financial Bankshares
Texas
$217K +$207K +3,089 New
LWMG
1035
Levy Wealth Management Group
Pennsylvania
$217K -$16K -239 -7%
RCM
1036
RB Capital Management
Nevada
$217K +$207K +3,088 New
PFPT
1037
Pinnacle Financial Partners (Tennessee)
Tennessee
$217K +$207K +3,086 New
PMG
1038
ProVise Management Group
Florida
$216K -$594K -8,869 -74%
SCA
1039
Sippican Capital Advisors
Massachusetts
$216K +$206K +3,081 New
MLL
1040
Moody Lynn & Lieberson
Massachusetts
$216K +$206K +3,074 New
NFG
1041
Norris Financial Group
South Carolina
$215K +$205K +3,062 New
TTWM
1042
TCV Trust & Wealth Management
Virginia
$215K +$205K +3,056 New
MPWT
1043
MassMutual Private Wealth & Trust
Connecticut
$215K -$75.7K -1,130 -27%
D
1044
Diversified
Delaware
$214K +$205K +3,055 New
CAS
1045
Coppell Advisory Solutions
Texas
$214K +$61.9K +924 +44%
SIM
1046
Sentry Investment Management
Wisconsin
$213K -$21.8K -325 -10%
GIM
1047
Groesbeck Investment Management
New Jersey
$212K -$424K -6,329 -68%
CCB
1048
Country Club Bank
Missouri
$212K +$201K +3,004 New
WIA
1049
Westbourne Investment Advisors
Maryland
$211K +$201K +3,000 New
FC
1050
Fulcrum Capital
Washington
$211K +$201K +3,000 New

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.