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Oneok
OKE

Overview Fund Activity

1,365 hedge funds and large institutions have $32.1B invested in Oneok in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 479 increasing their positions, 483 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
+68
Holders Change %
+5.24%
% of All Funds
19.79%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.68%
New
154
Increased
479
Reduced
483
Closed
69
Calls
$418M
Puts
$386M
Net Calls
+$31.8M
Net Calls Change
-$46.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$335M
2
KACA
Kayne Anderson Capital Advisors
California
+$66.2M
3
CC
Covalis Capital
United Kingdom
+$64.9M
4
UBS Group
UBS Group
Switzerland
+$47.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$40M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$615M
2
BlackRock
BlackRock
New York
-$118M
3
State Street
State Street
Massachusetts
-$88.7M
4
Goldman Sachs
Goldman Sachs
New York
-$85.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
276
Cyndeo Wealth Partners
Florida
$6.53M +$346K +4,315 +6%
EP
277
Edgestream Partners
New Jersey
$6.5M +$6.24M +77,874 +2,436%
PCG
278
Prosperity Consulting Group
Maryland
$6.46M +$6.46M +80,531 New
TBA
279
Tower Bridge Advisors
Pennsylvania
$6.36M -$737K -9,190 -10%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$6.34M +$208K +2,592 +3%
RB
281
Rodgers Brothers
Pennsylvania
$6.29M +$531K +6,625 +9%
PP
282
Prudential plc
United Kingdom
$6.28M +$4.87M +60,778 +346%
SFS
283
Sowell Financial Services
Arkansas
$6.27M +$82K +1,023 +1%
LD
284
Lipe & Dalton
New York
$6.26M – – –
MOACM
285
Mutual of America Capital Management
New York
$6.12M -$126K -1,574 -2%
SHA
286
Seneca House Advisors
Virginia
$6.09M -$283K -3,524 -4%
YCM
287
Yousif Capital Management
Michigan
$6.07M -$90.4K -1,127 -1%
PCIA
288
Prime Capital Investment Advisors
Kansas
$6.05M -$959K -11,964 -14%
Wealthfront Advisers
289
Wealthfront Advisers
California
$6.04M +$316K +3,939 +6%
CAM
290
Cresset Asset Management
Illinois
$5.98M +$331K +4,124 +6%
MIM
291
Morningstar Investment Management
Illinois
$5.95M – – –
Hudson Bay Capital Management
292
Hudson Bay Capital Management
Connecticut
$5.8M +$5.8M +72,345 New
SFC
293
Sprinkle Financial Consultants
Colorado
$5.78M +$2.48M +30,955 +75%
BHWA
294
Beacon Harbor Wealth Advisors
Virginia
$5.75M +$16.7K +208 +0.3%
CL
295
COWA LLC
Oklahoma
$5.72M -$416K -5,188 -7%
WJWM
296
Williams Jones Wealth Management
New York
$5.7M -$235K -2,935 -4%
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$5.68M +$325K +4,058 +6%
SOADOR
298
State of Alaska Department of Revenue
Alaska
$5.63M -$170K -2,125 -3%
HT
299
Heritage Trust
Oklahoma
$5.61M -$202K -2,514 -3%
BCIM
300
British Columbia Investment Management
British Columbia, Canada
$5.58M +$201K +2,512 +4%
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