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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
BWM
1126
BKM Wealth Management
Wisconsin
$107K +$102K +1,520 New
KI
1127
Kapitalo Investimentos
Brazil
$103K +$98.1K +1,464 New
RIM
1128
Rakuten Investment Management
Japan
$102K +$96.6K +1,441 New
JWA
1129
JFS Wealth Advisors
Pennsylvania
$101K +$56.9K +849 +142%
CMP
1130
Coston McIsaac & Partners
Maine
$101K +$603 +9 +0.6%
BWM
1131
Baystate Wealth Management
Massachusetts
$98.9K +$41.1K +613 +77%
CLOS
1132
Compagnie Lombard Odier SCmA
Switzerland
$98.3K -$14.3K -214 -13%
LTI
1133
Laffer Tengler Investments
Tennessee
$98.3K
MSFP
1134
Mark Sheptoff Financial Planning
Connecticut
$97.5K
IRC
1135
Investors Research Corp
Georgia
$96.8K
LS
1136
Livforsakringsbolaget Skandia
Sweden
$94.8K +$54.1K +807 +149%
KFI
1137
Key Financial Inc
Pennsylvania
$92.8K
FMP
1138
Financial Management Professionals
Texas
$92K +$737 +11 +0.8%
BCM
1139
Bourgeon Capital Management
Connecticut
$90.9K
MWA
1140
Miller Wealth Advisors
Colorado
$90.7K
EWA
1141
EverSource Wealth Advisors
Alabama
$90K -$871 -13 -1%
AW
1142
Avion Wealth
Texas
$87K -$469 -7 -0.6%
RFG
1143
REAP Financial Group
Texas
$85.3K +$81.4K +1,214 New
AFIA
1144
America First Investment Advisors
Nebraska
$84.3K
SC
1145
Sawyer & Company
Massachusetts
$84K
TFA
1146
Toth Financial Advisory
Virginia
$83.7K
TPCW
1147
TD Private Client Wealth
New York
$82.9K -$268 -4 -0.3%
OSNBOA
1148
Old Second National Bank of Aurora
Illinois
$82.7K
PG
1149
Proffitt & Goodson
Tennessee
$81.8K
SL
1150
Salomon & Ludwin
Virginia
$79.9K

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.