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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.89B +$700M +10,439,896 +18%
BlackRock
2
BlackRock
New York
$3.69B +$110M +1,644,743 +3%
State Street
3
State Street
Massachusetts
$2.71B -$11.5M -171,051 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$1.21B +$570M +8,507,937 +98%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$900M +$60.4M +901,195 +8%
Charles Schwab
6
Charles Schwab
California
$871M +$144M +2,153,295 +21%
Deutsche Bank
7
Deutsche Bank
Germany
$864M -$65.9M -983,426 -7%
Invesco
8
Invesco
Georgia
$521M -$47.6M -710,738 -9%
TCA
9
Tortoise Capital Advisors
Kansas
$477M -$4.47M -66,672 -1%
Northern Trust
10
Northern Trust
Illinois
$404M +$5.75M +85,736 +2%
Goldman Sachs
11
Goldman Sachs
New York
$362M -$54.3M -810,559 -14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$360M +$25.2M +375,963 +8%
Legal & General Group
13
Legal & General Group
United Kingdom
$357M +$45.7M +682,594 +15%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$315M -$548K -8,173 -0.2%
Norges Bank
15
Norges Bank
Norway
$298M +$76.5M +1,141,908 +37%
Amundi
16
Amundi
France
$271M +$16.3M +243,136 +7%
UBS Group
17
UBS Group
Switzerland
$266M -$10.2M -152,931 -4%
JP Morgan Chase
18
JP Morgan Chase
New York
$249M +$95.5M +1,424,304 +67%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$226M +$2.02M +30,098 +0.9%
ClearBridge Investments
20
ClearBridge Investments
New York
$222M -$1.39M -20,707 -0.7%
EIP
21
Energy Income Partners
Connecticut
$219M +$25.9M +387,152 +14%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$217M +$90.6M +1,351,626 +78%
UBS AM
23
UBS AM
Illinois
$207M -$3.26M -48,625 -2%
KACA
24
Kayne Anderson Capital Advisors
California
$202M +$3.71M +55,365 +2%
Cohen & Steers
25
Cohen & Steers
New York
$201M +$13.5M +201,188 +8%

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.