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
MIM
1051
Merrion Investment Management
New Jersey
$211K +$201K +3,000 New
MAM
1052
Mystic Asset Management
Rhode Island
$210K +$201K +2,993 New
JPWM
1053
Jamison Private Wealth Management
Georgia
$210K
CA
1054
Cornerstone Advisory
Maryland
$209K +$200K +2,980 New
KFGK
1055
Keystone Financial Group (Kentucky)
Kentucky
$208K +$199K +2,968 New
BIM
1056
Bridges Investment Management
Nebraska
$208K -$20.1K -300 -9%
HIC
1057
Holderness Investments Company
North Carolina
$208K +$199K +2,966 New
PNC
1058
Park National Corp
Ohio
$208K +$198K +2,957 New
CAM
1059
Cidel Asset Management
Ontario, Canada
$207K +$198K +2,949 New
NG
1060
Norden Group
Utah
$207K -$22.8K -340 -10%
OFG
1061
OmniStar Financial Group
North Carolina
$206K +$197K +2,936 New
KIA
1062
KCM Investment Advisors
California
$206K +$197K +2,933 New
FHA
1063
First Horizon Advisors
Tennessee
$205K +$13.1K +195 +7%
FNBTCON
1064
First National Bank & Trust Co of Newtown
Pennsylvania
$204K +$195K +2,904 New
DI
1065
DFPG Investments
Utah
$203K +$189K +2,825 New
RMC
1066
Resources Management Corp
Connecticut
$201K
EWM
1067
Empirical Wealth Management
Washington
$201K +$191K +2,857 New
EFSCE
1068
Enterprise Financial Services Corp (EFSC)
Missouri
$200K +$191K +2,855 New
AC
1069
Allstate Corporation
Illinois
$200K +$191K +2,853 New
EWA
1070
Emergent Wealth Advisors
New York
$200K +$191K +2,850 New
RAM
1071
Ramirez Asset Management
New York
$200K
CA
1072
Clearstead Advisors
Ohio
$200K -$132K -1,968 -41%
UCB
1073
United Community Bank
South Carolina
$200K +$7.3K +109 +4%
CT
1074
Clearstead Trust
Maine
$199K -$225K -3,355 -54%
LWCFA
1075
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K

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.