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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
MA
1076
Montag & Associates
Georgia
$198K +$1.21K +18 +0.6%
TC
1077
Truvestments Capital
Florida
$193K -$82K -1,223 -31%
HI
1078
Harbour Investments
Wisconsin
$193K -$8.85K -132 -5%
PB
1079
Pinnacle Bancorp
Nebraska
$191K
HCM
1080
Highlander Capital Management
New Jersey
$189K
PCM
1081
Penserra Capital Management
California
$188K -$36.5K -545 -17%
SPWM
1082
Spartan Planning & Wealth Management
North Carolina
$188K -$413K -6,158 -70%
PGAM
1083
Princeton Global Asset Management
New Jersey
$187K
VWM
1084
Venturi Wealth Management
Texas
$187K +$6.84K +102 +4%
LA
1085
LM Advisors
California
$186K +$177K +2,645 New
AGWCA
1086
Annis Gardner Whiting Capital Advisors
Florida
$184K
WT
1087
Washington Trust
Rhode Island
$182K +$39.9K +596 +30%
NFSG
1088
Newbridge Financial Services Group
Florida
$182K -$16.2K -242 -9%
BCP
1089
Blue Chip Partners
Michigan
$174K +$2.41K +36 +1%
DSC
1090
Duncker Streett & Co
Missouri
$173K
WSCM
1091
Wellington Shields Capital Management
New York
$170K -$124K -1,843 -43%
ST
1092
Smithfield Trust
Pennsylvania
$161K -$67 -1 -0%
GWSG
1093
GPS Wealth Strategies Group
Colorado
$160K -$29.8K -445 -16%
TCM
1094
Tradewinds Capital Management
Washington
$159K +$9.58K +143 +7%
CCC
1095
Chelsea Counsel Company
California
$157K
SAI
1096
Systematic Alpha Investments
New Jersey
$156K
FDCDDQ
1097
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K +$32.1K +479 +29%
ATC
1098
Adirondack Trust Company
New York
$145K
NS
1099
NBC Securities
Alabama
$144K -$49.9K -745 -27%
WTA
1100
Washington Trust Advisors
Massachusetts
$140K

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.