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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
SWA
1201
SOA Wealth Advisors
New York
$35.8K +$25.3K +377 +283%
SNB
1202
Security National Bank
Nebraska
$34.8K +$33.2K +495 New
MLA
1203
MB, Levis & Associates
Pennsylvania
$34.1K +$469 +7 +1%
M
1204
MOTCO
Texas
$33.6K -$33.5K -500 -51%
QC
1205
Quent Capital
New York
$32.4K +$1.61K +24 +5%
HWA
1206
HHM Wealth Advisors
Tennessee
$31.6K +$30.2K +450 New
HIA
1207
Harbor Investment Advisory
Maryland
$29.5K -$490K -7,310 -95%
KFS
1208
Kelly Financial Services
Massachusetts
$27.7K
CB
1209
Community Bank
New York
$27.7K
CTA
1210
Colonial Trust Advisors
South Carolina
$27.6K
HC
1211
Hoese & Co
Minnesota
$27.5K
PBK
1212
Peoples Bank (Kansas)
Kansas
$27.4K
WAM
1213
WFA Asset Management
Wisconsin
$26.1K +$335 +5 +1%
BCMLT
1214
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.9K +$13K +194 +91%
WTG
1215
West Tower Group
Virginia
$23.9K +$14.1K +211 +162%
RFA
1216
Resurgent Financial Advisors
Georgia
$23.5K -$67.8K -1,012 -75%
FFO
1217
Fortitude Family Office
Arizona
$21.4K +$20.4K +305 New
CFS
1218
CGC Financial Services
Oregon
$21.3K
EWP
1219
Elevation Wealth Partners
California
$21.1K +$22.3K +333 New
TVAMP
1220
Tennessee Valley Asset Management Partners
Tennessee
$20.9K +$19.9K +297 New
ZB
1221
Zions Bancorporation
Utah
$19.9K
MCM
1222
Manchester Capital Management
Vermont
$19.2K +$18.4K +274 New
LWA
1223
Lowe Wealth Advisors
Maryland
$17.6K
LCM
1224
Logan Capital Management
Pennsylvania
$17.6K
TFIPS
1225
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.6K +$16.8K +250 New

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.