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1,036 hedge funds and large institutions have $19.1B invested in Oneok in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 409 increasing their positions, 346 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $270M | Put options by funds: $189M

31% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 64

18% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 346

1% more funds holding

Funds holding: 1,0241,036 (+12)

0.16% less ownership

Funds ownership: 69.24%69.08% (-0.16%)

3% less capital invested

Capital invested by funds: $19.7B → $19.1B (-$648M)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,036
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
16.27%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
84
Increased
409
Reduced
346
Closed
64
Calls
$270M
Puts
$189M
Net Calls
+$81.3M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.32B -$13.4M -215,823 -0.4%
BlackRock
2
BlackRock
New York
$2.86B +$17.7M +285,789 +0.6%
State Street
3
State Street
Massachusetts
$1.91B -$56.8M -918,676 -3%
Deutsche Bank
4
Deutsche Bank
Germany
$596M -$11.6M -187,151 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$583M +$13.6M +219,939 +2%
Charles Schwab
6
Charles Schwab
California
$578M +$26M +420,612 +5%
Morgan Stanley
7
Morgan Stanley
New York
$444M +$34.5M +558,405 +8%
Invesco
8
Invesco
Georgia
$303M +$87M +1,405,913 +40%
Northern Trust
9
Northern Trust
Illinois
$285M -$15.4M -248,909 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$269M -$38.2M -617,669 -12%
Goldman Sachs
11
Goldman Sachs
New York
$250M +$42.9M +693,512 +21%
Legal & General Group
12
Legal & General Group
United Kingdom
$248M +$4.2M +67,889 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$207M +$4.04M +65,282 +2%
TCA
14
Tortoise Capital Advisors
Kansas
$203M -$157M -2,545,142 -44%
Norges Bank
15
Norges Bank
Norway
$198M +$3.77M +60,882 +2%
UBS AM
16
UBS AM
Illinois
$166M
Amundi
17
Amundi
France
$150M +$20.8M +336,261 +16%
MGIM
18
M&G Investment Management
United Kingdom
$148M +$4.11M +66,362 +3%
UBS Group
19
UBS Group
Switzerland
$144M +$25.8M +416,468 +22%
Marshall Wace
20
Marshall Wace
United Kingdom
$141M +$105M +1,694,111 +289%
N
21
Nuveen
North Carolina
$132M +$12M +194,689 +10%
EIP
22
Energy Income Partners
Connecticut
$114M -$2.11M -34,146 -2%
KACA
23
Kayne Anderson Capital Advisors
California
$114M +$38.2M +618,166 +51%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$111M -$48.5M -784,102 -30%
Millennium Management
25
Millennium Management
New York
$110M +$33.4M +540,359 +43%

OKE Hedge Fund Activity: Q2 2023 in Review

1,036 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q2 2023, worth a combined $19.1B — down 3.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OKE positions and 64 closed out — a net gain of 20 holders — while 409 added to existing stakes and 346 trimmed.

The largest buyer was Marshall Wace, adding an estimated $105M. The largest seller was Tortoise Capital Advisors, cutting an estimated $157M.

  • 1,036 institutional investors held Oneok (OKE) as of Q2 2023, up from 1,024 in Q1 2023.
  • Funds reported $19.1B of Oneok stock for Q2 2023, down 3.3% quarter-over-quarter.
  • 84 funds opened new Oneok positions in Q2 2023 and 64 closed out, a net change of +20 holders.
  • The largest Oneok buyer in Q2 2023 was Marshall Wace, an estimated $105M added.
  • The largest Oneok seller in Q2 2023 was Tortoise Capital Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2023.