Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oneok Inc New (OKE)

2K + Investors. Track Smart Money conviction in OKE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +145
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — OKE

Based on 1683 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added OKE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,683 hedge funds hold OKE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+96 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

971 buying595 selling
Last quarter: 971 funds were net buyers (252 opened a brand new position + 719 added to an existing one). Only 595 were sellers (488 trimmed + 107 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new OKE position: 146 → 130 → 221 → 252. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
1,073 out of 1,683 hedge funds have held OKE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +23% but shares only +2% — price-driven

Value
+23%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

151 → 146 → 130 → 221 → 252 new funds/Q
New funds entering each quarter: 146 → 130 → 221 → 252. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Entry-cohort mix of 1,732 holders: 1,159 (67%) are 2+ year veterans, 226 entered 1–2 years ago, and 347 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
64 of 1670 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in OKE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OKE

In 2026 Q1, 971 hedge funds were net buyers of OKE (252 opened a new position, 719 added to an existing one), while 595 reduced or exited (488 trimmed, 107 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in OKE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +145 funds (more new holders than closures). Total institutional holders: 1683.

Hedge Fund Ownership: OKE

How many hedge funds hold OKE — quarterly history vs. share price
Quarterly hedge fund ownership of OKE vs. share price

Market Analysis: OKE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OKE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Oneok Inc New (OKE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OKE has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
OKE
nan%
XLE
-12.2%

OKE outperformed XLE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
OKE
nan%
XLE
-9.5%

Since the filing became public, OKE outperformed XLE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

89 top-rated funds 26 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
6.2
/ 10
conviction
Hedge Fund Positioning: OKE
2K + Investors

Track Smart Money conviction in OKE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1664 1538 8.19%
13F Shares 496M 486M 2.02%
Total Value $43.75B $35.45B 23.42%
New Positions 249 221 +28
Increased Positions 701 605 +96
Closed Positions 123 146 -23
Reduced Positions 462 487 -25
Total Calls 33 31 6.45%
Total Puts 29 29 -
PUT/CALL Ratio 0.88 0.94 Neutral

Statistics: OKE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OKE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OKE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oakland Financial Corp 12.84% 9,001 $814K
2 Heronetta Management, L.P. 11.62% 140,802 $12.7M
3 Kayne Anderson Capital Advisors LP 6.70% 3,864,461 $349.3M
4 Recurrent Investment Advisors LLC 6.29% 1,156,034 $104.5M
5 Sl Advisors, LLC 5.97% 38,995 $3.5M
6 Tortoise Capital Advisors, L.L.C. 5.74% 6,092,659 $550.7M
7 Sprinkle Financial Consultants LLC 5.33% 127,779 $11.5M
8 St. James Investment Company, LLC 5.04% 355,988 $32.2M
9 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.79% 1,069,900 $96.7M
10 Fulcrum Equity Management 4.50% 51,550 $4.7M
11 Miramar Capital, LLC 4.46% 221,557 $20.0M
12 Robertson Opportunity Capital, LLC 4.10% 117,998 $10.7M
13 Cambridge Financial Group, Inc. 3.90% 115,507 $10.4M
14 Barnett & Company, Inc. 3.76% 53,466 $4.8M
15 Sourcerock Group LLC 3.70% 1,016,145 $91.8M
16 SIR Capital Management, L.P. 3.66% 433,188 $39.2M
17 Corps Capital Advisors, LLC 3.46% 44,082 $4.0M
18 Mangrove Partners IM, LLC 3.38% 461,743 $41.7M
19 Capital Management Corp /Va 3.24% 209,875 $19.0M
20 Torray Investment Partners LLC 3.16% 238,682 $21.6M
21 Socorro Asset Management LP 3.12% 76,179 $6.9M
22 Fort Sheridan Advisors LLC 3.11% 284,463 $25.7M
23 Autumn Glory Partners, LLC 3.07% 92,340 $8.3M
24 Catherine Avery Investment Management LLC 2.94% 72,600 $6.6M
25 SFE Investment Counsel 2.92% 204,984 $18.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Oneok Inc New (OKE)

What does the Smart Money Trend signal show for OKE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OKE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OKE?

More buyers than sellers — 62% buying: Last quarter: 971 funds were net buyers (252 opened a brand new position + 719 added to an existing one). Only 595 were sellers (488 trimmed + 107 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OKE holders?

Elite ownership — 46% AUM from top-100 funds: 64 of 1670 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in OKE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OKE?

64% of holders stayed for 2+ years: 1,073 out of 1,683 hedge funds have held OKE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Oneok Inc New (OKE) following the 2026 Q1 hedge fund 13F filings?

As of today, OKE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -9.5% for the XLE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OKE has gained nan% vs -12.2% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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