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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
AA
1101
Alta Advisers
United Kingdom
$101K
DIP
1102
DT Investment Partners
Pennsylvania
$97.7K
CTWM
1103
Cherry Tree Wealth Management
Minnesota
$96.4K +$99.2K +1,520 New
HWA
1104
Heritage Wealth Advisors
Virginia
$93K +$56.5K +866 +144%
CMP
1105
Coston McIsaac & Partners
Maine
$91K +$43.7K +669 +87%
LTI
1106
Laffer Tengler Investments
Tennessee
$88.8K +$91.4K +1,400 New
MSFP
1107
Mark Sheptoff Financial Planning
Connecticut
$88K
IRC
1108
Investors Research Corp
Georgia
$87.5K
CI Investments Inc
1109
CI Investments Inc
Ontario, Canada
$86K +$4.24K +65 +5%
RFA
1110
Resurgent Financial Advisors
Georgia
$85.4K +$66.6K +1,020 +313%
KFI
1111
Key Financial Inc
Pennsylvania
$83.8K
EWA
1112
EverSource Wealth Advisors
Alabama
$82.2K +$27K +414 +47%
BCM
1113
Bourgeon Capital Management
Connecticut
$82.1K +$84.5K +1,295 New
FMP
1114
Financial Management Professionals
Texas
$82K -$19.8K -303 -19%
MWA
1115
Miller Wealth Advisors
Colorado
$81.9K +$77.8K +1,191 +1,191%
SL
1116
Salomon & Ludwin
Virginia
$79.9K +$82.3K +1,260 New
AW
1117
Avion Wealth
Texas
$79K +$63.5K +972 +346%
AFIA
1118
America First Investment Advisors
Nebraska
$76.1K
SC
1119
Sawyer & Company
Massachusetts
$76K +$78.3K +1,200 New
TFA
1120
Toth Financial Advisory
Virginia
$75.6K
TPCW
1121
TD Private Client Wealth
New York
$75.2K +$15.2K +233 +24%
OSNBOA
1122
Old Second National Bank of Aurora
Illinois
$74.7K
PG
1123
Proffitt & Goodson
Tennessee
$73.9K -$10.5K -161 -12%
LSA
1124
Leonteq Securities AG
Switzerland
$72.1K +$18.7K +287 +34%
GGI
1125
Godsey & Gibb Inc
Virginia
$71.9K +$74K +1,133 New

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.