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.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -18
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — OKE

Based on 1669 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OKE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
1,669 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 — +8% more funds vs a year ago

fund count last 6Q
+125 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

845 buying696 selling
Last quarter: 845 funds bought or added vs 696 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-123 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 130 → 222 → 254 → 131. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
1,108 out of 1,669 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.
💎

Buying through price weakness — shares +27%, value +3%

Value
+3%
Shares
+27%
Last quarter: funds added +27% more shares while total portfolio value only changed +3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~131 new funds/quarter

147 → 130 → 222 → 254 → 131 new funds/Q
New funds entering each quarter: 130 → 222 → 254 → 131. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 1,717 holders: 1,196 (70%) are 2+ year veterans, 206 entered 1–2 years ago, and 315 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
65 of 1656 holders are among the 100 largest funds by AUM, controlling 62% 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 Q2, 845 hedge funds were net buyers of OKE (131 opened a new position, 714 added to an existing one), while 696 reduced or exited (547 trimmed, 149 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 62% of total institutional value in OKE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -18 funds (more exits than new entries). Total institutional holders: 1669.

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 Q2 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 June 30, 2026 · 87d ago
OKE
+4.1%
XLE
+19.7%

OKE outperformed XLE by -15.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
OKE
-4.7%
XLE
+2.7%

Since the filing became public, OKE outperformed XLE by -7.4% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 22 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
5.6
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1645 1687 -2.49%
13F Shares 519M 502M 3.36%
Total Value $44.24B $44.32B -0.17%
New Positions 127 254 -127
Increased Positions 697 710 -13
Closed Positions 156 106 +50
Reduced Positions 530 471 +59
Total Calls 31 33 -6.06%
Total Puts 30 29 3.45%
PUT/CALL Ratio 0.97 0.88 Neutral

Statistics: OKE

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Financial Highlights

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heronetta Management, L.P. 11.24% 140,802 $12.2M
2 Kayne Anderson Capital Advisors LP 6.59% 3,864,249 $336.0M
3 Recurrent Investment Advisors LLC 6.26% 1,159,957 $100.8M
4 Sprinkle Financial Consultants LLC 5.82% 170,549 $14.8M
5 Sl Advisors, LLC 5.80% 38,114 $3.3M
6 Tortoise Capital Advisors, L.L.C. 5.61% 6,343,979 $551.5M
7 St. James Investment Company, LLC 4.90% 354,688 $30.8M
8 Sourcerock Group LLC 4.62% 1,020,925 $88.8M
9 Miramar Capital, LLC 4.21% 220,375 $19.2M
10 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.84% 985,900 $85.7M
11 Cambridge Financial Group, Inc. 3.46% 114,517 $10.0M
12 Fulcrum Equity Management 3.31% 51,928 $4.5M
13 Barnett & Company, Inc. 3.29% 51,166 $4.4M
14 Corps Capital Advisors, LLC 3.09% 44,082 $3.8M
15 Socorro Asset Management LP 2.97% 76,179 $6.6M
16 Capital Management Corp /Va 2.85% 218,772 $19.0M
17 Meixler Investment Management, Ltd. 2.82% 58,807 $5.1M
18 Torray Investment Partners LLC 2.80% 238,831 $20.8M
19 Andrew Hill Investment Advisors, Inc. 2.76% 42,748 $3.7M
20 Catherine Avery Investment Management LLC 2.67% 70,408 $6.1M
21 Fort Sheridan Advisors LLC 2.67% 285,130 $24.8M
22 Mangrove Partners IM, LLC 2.64% 461,743 $40.1M
23 Morgan Dempsey Capital Management LLC 2.59% 69,634 $6.1M
24 Cherokee Insurance Co 2.58% 77,015 $6.7M
25 Energy Income Partners, LLC 2.41% 1,761,507 $153.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OKE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OKE?

Slight buying edge — 55% buying: Last quarter: 845 funds bought or added vs 696 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OKE holders?

Elite ownership — 62% AUM from top-100 funds: 65 of 1656 holders are among the 100 largest funds by AUM, controlling 62% 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?

66% of holders stayed for 2+ years: 1,108 out of 1,669 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 Q2 hedge fund 13F filings?

As of today, OKE has moved -4.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.7% for the XLE sector ETF — an outperformance of -7.4%. Since the quarter end (June 30, 2026), OKE has gained +4.1% vs +19.7% 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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