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1,036 hedge funds and large institutions have $19.1B invested in Oneok in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 409 increasing their positions, 346 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $270M | Put options by funds: $189M

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

18% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 346

1% more funds holding

Funds holding: 1,0241,036 (+12)

0.16% less ownership

Funds ownership: 69.24%69.08% (-0.16%)

3% less capital invested

Capital invested by funds: $19.7B → $19.1B (-$648M)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,036
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
16.27%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
84
Increased
409
Reduced
346
Closed
64
Calls
$270M
Puts
$189M
Net Calls
+$81.3M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1076
Strategic Blueprint
Georgia
-$245K -3,848 Closed
CWS
1077
Cypress Wealth Services
California
-$236K -3,707 Closed
CRC
1078
Curi RMB Capital
Illinois
-$223K -3,510 Closed
SOS
1079
Silver Oak Securities
Tennessee
-$224K -3,467 Closed
NW
1080
NewEdge Wealth
Pennsylvania
-$215K -3,389 Closed
MHIC
1081
Marble Harbor Investment Counsel
Massachusetts
-$203K -3,200 Closed
WWM
1082
Western Wealth Management
Colorado
-$203K -3,199 Closed
SAM
1083
SignalPoint Asset Management
Missouri
-$202K -3,177 Closed
IFWM
1084
Institute for Wealth Management
Colorado
-$202K -3,175 Closed
CA
1085
Claro Advisors
Massachusetts
-$201K -3,164 Closed
AWM
1086
Accel Wealth Management
Iowa
-$188K -2,957 Closed
CMF
1087
Counterpoint Mutual Funds
California
-$114K -1,800 Closed
TWA
1088
TCI Wealth Advisors
Arizona
-$110K -1,734 Closed
FCA
1089
Fortis Capital Advisors
Kansas
-$93.7K -1,475 Closed
PMEF
1090
Point72 Middle East FZE
United Arab Emirates
-$47.3K -764 Closed
QL
1091
Quarry LP
New York
-$31K -488 Closed
TAM
1092
Tucker Asset Management
Colorado
-$15.9K -250 Closed
NC
1093
NewSquare Capital
Pennsylvania
-$15.6K -245 Closed
VF
1094
VitalStone Financial
Texas
-$13K -229 Closed
KM
1095
Kalos Management
Georgia
-$11.6K -183 Closed
SC
1096
Schubert & Co
Texas
-$10.2K -160 Closed
EI
1097
Ellevest Inc
New York
-$6.93K -109 Closed
FP
1098
Financial Perspectives
Minnesota
-$6.35K -100 Closed
SSC
1099
Syverson Strege & Co
Iowa
-$2.67K -42 Closed
BWM
1100
BerganKDV Wealth Management
Minnesota
-$2.23K -35 Closed

OKE Hedge Fund Activity: Q2 2023 in Review

1,036 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q2 2023, worth a combined $19.1B — down 3.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OKE positions and 64 closed out — a net gain of 20 holders — while 409 added to existing stakes and 346 trimmed.

The largest buyer was Marshall Wace, adding an estimated $105M. The largest seller was Tortoise Capital Advisors, cutting an estimated $157M.

  • 1,036 institutional investors held Oneok (OKE) as of Q2 2023, up from 1,024 in Q1 2023.
  • Funds reported $19.1B of Oneok stock for Q2 2023, down 3.3% quarter-over-quarter.
  • 84 funds opened new Oneok positions in Q2 2023 and 64 closed out, a net change of +20 holders.
  • The largest Oneok buyer in Q2 2023 was Marshall Wace, an estimated $105M added.
  • The largest Oneok seller in Q2 2023 was Tortoise Capital Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2023.