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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
RIA
176
Recurrent Investment Advisors
Texas
$11.3M +$11.2M +171,748 +2,684%
H
177
HoyleCohen
California
$11.3M +$387K +5,924 +3%
Allspring Global Investments
178
Allspring Global Investments
North Carolina
$11.3M +$186K +2,850 +2%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$11.2M +$6.92M +106,069 +149%
GI
180
GAMCO Investors
Connecticut
$11.1M -$131K -2,000 -1%
SIS
181
Sound Income Strategies
Florida
$11M +$918K +14,054 +9%
TYCC
182
Texas Yale Capital Corp
Florida
$11M +$5.5M +84,186 +95%
IWA
183
IBEX Wealth Advisors
New Jersey
$11M +$11.3M +172,926 New
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$10.9M +$2.93M +44,866 +35%
CCA
185
Catalyst Capital Advisors
New York
$10.9M -$448K -6,868 -4%
Los Angeles Capital Management
186
Los Angeles Capital Management
California
$10.7M -$7.45M -114,077 -40%
II
187
IFM Investors
Australia
$10.6M +$1.75M +26,846 +19%
BIM
188
Bridgecreek Investment Management
Oklahoma
$10.4M +$5.08M +77,785 +90%
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
$10.3M +$8.21M +125,778 +346%
FVWA
190
Foster Victor Wealth Advisors
South Carolina
$10.3M +$10.6M +161,826 New
DP
191
Dearborn Partners
Illinois
$10.3M +$380K +5,815 +4%
AT
192
AMF Tjänstepension
Sweden
$10.2M -$2.77M -42,500 -21%
SOMRS
193
State of Michigan Retirement System
Michigan
$10.1M +$2.38M +36,500 +30%
William Blair & Company
194
William Blair & Company
Illinois
$10.1M +$7.4M +113,389 +250%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$9.46M +144,898 +1,048%
ASRS
196
Arizona State Retirement System
Arizona
$10.1M +$2.38M +36,422 +30%
SIC
197
SFE Investment Counsel
California
$10M -$65.9K -1,009 -0.6%
AIG
198
American International Group
New York
$9.98M +$2.18M +33,368 +27%
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$9.81M +$3.77M +57,798 +60%
Rafferty Asset Management
200
Rafferty Asset Management
New York
$9.77M +$1.23M +18,784 +14%

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.