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1,373 hedge funds and large institutions have $32.2B invested in Oneok in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 481 increasing their positions, 485 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 73

18% more funds holding in top 10

Funds holding in top 10: 4047 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.2B (+$3.34B)

5% more funds holding

Funds holding: 1,3071,373 (+66)

8% more call options, than puts

Call options by funds: $418M | Put options by funds: $386M

1% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 485

1.58% less ownership

Funds ownership: 70.56%68.98% (-1.6%)

Holders
1,373
Holders Change
+66
Holders Change %
+5.05%
% of All Funds
19.78%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.68%
New
156
Increased
481
Reduced
485
Closed
73
Calls
$418M
Puts
$386M
Net Calls
+$31.8M
Net Calls Change
-$46.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$9.43M -$345K -4,730 -4%
KeyBank National Association
227
KeyBank National Association
Ohio
$9.42M +$66.7K +914 +0.8%
MWM
228
Moran Wealth Management
Florida
$9.4M -$496K -6,799 -5%
Mackenzie Financial
229
Mackenzie Financial
Ontario, Canada
$9.4M -$2.36M -32,361 -22%
ROC
230
Robertson Opportunity Capital
Texas
$9.38M -$2.12M -29,004 -20%
SBIA
231
Sheaff Brock Investment Advisors
Indiana
$9.38M +$99.1K +1,358 +1%
KAS
232
Kestra Advisory Services
Texas
$9.14M +$1.21M +16,628 +14%
DP
233
Dearborn Partners
Illinois
$9.11M -$3.73M -51,038 -31%
EHC
234
Everett Harris & Co
California
$9.05M -$18.2K -250 -0.2%
Franklin Resources
235
Franklin Resources
California
$8.73M +$756K +10,356 +11%
Calamos Advisors
236
Calamos Advisors
Illinois
$8.63M -$2.62M -35,827 -25%
EF
237
Empowered Funds
Pennsylvania
$8.63M -$260K -3,556 -3%
Schroder Investment Management Group
238
Schroder Investment Management Group
United Kingdom
$8.6M +$2.53M +34,692 +48%
DnB Asset Management
239
DnB Asset Management
Norway
$8.44M +$310K +4,251 +4%
EI
240
Ethic Inc
New York
$8.33M +$1.34M +18,420 +22%
BMSSC
241
B. Metzler seel. Sohn & Co
Germany
$8.27M +$246K +3,371 +3%
IF
242
Insight Folios
North Carolina
$8.23M +$222K +3,048 +3%
CNB
243
Czech National Bank
Czech Republic
$8.22M +$34.3K +470 +0.5%
URS
244
Utah Retirement Systems
Utah
$8.08M -$7.3K -100 -0.1%
MC
245
Moors & Cabot
Massachusetts
$8.08M -$226K -3,097 -3%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$8.03M -$5M -68,537 -41%
TW
247
Transform Wealth
Colorado
$8.01M -$1.28M -17,598 -15%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$7.95M +$77.7K +1,065 +1%
TC
249
TownSquare Capital
Utah
$7.86M +$193K +2,645 +3%
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$7.84M +$91.5K +1,254 +1%

OKE Hedge Fund Activity: Q1 2024 in Review

1,373 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q1 2024, worth a combined $32.2B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new OKE positions and 73 closed out — a net gain of 83 holders — while 481 added to existing stakes and 485 trimmed.

The largest buyer was Charles Schwab, adding an estimated $305M. The largest seller was Morgan Stanley, cutting an estimated $560M.

  • 1,373 institutional investors held Oneok (OKE) as of Q1 2024, up from 1,307 in Q4 2023.
  • Funds reported $32.2B of Oneok stock for Q1 2024, up 12% quarter-over-quarter.
  • 156 funds opened new Oneok positions in Q1 2024 and 73 closed out, a net change of +83 holders.
  • The largest Oneok buyer in Q1 2024 was Charles Schwab, an estimated $305M added.
  • The largest Oneok seller in Q1 2024 was Morgan Stanley, an estimated $560M sold.

Based on aggregated 13F filings for Q1 2024.