The balanced two-way flow suggests institutional disagreement on ONEOK's near-term outlook. Monitor Q3 2026 13F filings to see if the buying or selling momentum continues, and watch for any earnings or guidance catalysts that could resolve the divergence.
Executive Summary
A mixed institutional cluster for ONEOK (OKE) in Q2 2026 shows 42 buyers accumulating $373.8M in net new positions, led by Capital International Investors ($310M increase), while 23 sellers reduced holdings by $360.2M, led by Danske Bank ($200M near-exit) and American Century ($63.5M trim). The net direction is roughly balanced, suggesting no consensus thesis among institutions despite significant two-way flow.
Key Financial Metrics
Institutional Positions
Net institutional flow: $13.6M
▲ Buyers (42)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Capital International Investors | ADD | +31.2% | $1.5B | $310.0M |
| Citadel | DOUBLED | +132% | $35.2M | $19.4M |
| Aberdeen Group | ADD | +28.3% | $135.2M | $25.6M |
| Citigroup | ADD | +31.4% | $62.2M | $13.0M |
| Boston Partners | ADD | +35.4% | $14.3M | $3.3M |
▼ Sellers (23)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Danske Bank A/S | NEAR_EXIT | -97.2% | $205.5M | -$200.0M |
| American Century Companies | TRIM | -30% | $194.7M | -$63.5M |
| Millennium | EXIT | -100% | $34.6M | -$34.6M |
| Commonwealth Equity Services | TRIM | -46.5% | $64.1M | -$31.1M |
| T. Rowe Price | TRIM | -64.2% | $231.0K | -$151.0K |
Key Facts
- 42 institutional buyers added $373.8M in net new positions, bringing total buyer holdings to $1.75B
- 23 institutional sellers reduced holdings by $360.2M, with Danske Bank exiting 97.2% of its position ($200M)
- Capital International Investors was the largest buyer, adding $310M (31.2% increase to 17.2M shares)
- T. Rowe Price trimmed 64.2% of its position, and Millennium fully exited its $34.6M stake
- Net institutional flow was nearly balanced: +$373.8M buying vs -$360.2M selling
- Active managers dominated both sides, with no significant passive/index fund presence in the top movers
Financial Impact
Institutions added $373.8M in new positions while sellers reduced by $360.2M, resulting in a net inflow of approximately $13.6M across the cluster
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- The large sell-off by Danske Bank ($200M near-exit) and Millennium (full exit) could signal negative non-public information
- Capital International's large accumulation may reflect a long-term thesis that does not protect against near-term headwinds
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OKE-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 12, 2026 14d ago | Institutional Cluster | $92.02 $92.42 | ▲ +0.43% | ▲ +1.93% | — |
Oct 5, 2026 21d ago | Press Release | $89.23 $93.38 | ▲ +4.65% | ▲ +4.79% | — |
Oct 5, 2026 21d ago | SC 13G | $88.58 $92.02 | ▲ +3.88% | ▲ +3.46% | — |
Oct 5, 2026 21d ago | SC 13G/A | $88.58 $92.02 | ▼ −3.88% | ▼ −3.46% | — |
Sep 18, 2026 5w ago | 25-NSE | $93.46 $88.63 | ▼ −5.17% | ▼ −6.44% | — |
Aug 3, 2026 12w ago | Press Release | $87.65 $91.52 | ▲ +4.42% | ▲ +4.52% | — |
Jul 9, 2026 15w ago | Press Release | $89.92 | awaiting T+5 | — | — |
May 6, 2026 24w ago | DEFA14A | $85.39 $88.43 | ▲ +3.56% | ▲ +2.43% | — |
Apr 23, 2026 26w ago | Press Release | $87.46 $92.46 | ▲ +5.72% | ▲ +4.81% | — |
Apr 1, 2026 29w ago | Press Release | $88.30 $86.21 | ▼ −2.37% | ▼ −5.98% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers