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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
DC
276
Davenport & Co
Virginia
$6.62M +$2.38M +32,648 +65%
AM
277
AGF Management
Ontario, Canada
$6.54M +$697K +9,555 +13%
AP
278
Americana Partners
Texas
$6.53M +$27.1K +371 +0.5%
CWP
279
Cyndeo Wealth Partners
Florida
$6.53M +$315K +4,315 +6%
EP
280
Edgestream Partners
New Jersey
$6.5M +$5.68M +77,874 +2,436%
PCG
281
Prosperity Consulting Group
Maryland
$6.46M +$5.88M +80,531 New
TBA
282
Tower Bridge Advisors
Pennsylvania
$6.36M -$671K -9,190 -10%
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$6.34M +$189K +2,592 +3%
RB
284
Rodgers Brothers
Pennsylvania
$6.29M +$484K +6,625 +9%
PP
285
Prudential plc
United Kingdom
$6.28M +$4.44M +60,778 +346%
SFS
286
Sowell Financial Services
Arkansas
$6.27M +$74.7K +1,023 +1%
LD
287
Lipe & Dalton
New York
$6.26M
MOACM
288
Mutual of America Capital Management
New York
$6.12M -$115K -1,574 -2%
SHA
289
Seneca House Advisors
Virginia
$6.09M -$257K -3,524 -4%
YCM
290
Yousif Capital Management
Michigan
$6.07M -$82.3K -1,127 -1%
PCIA
291
Prime Capital Investment Advisors
Kansas
$6.05M -$873K -11,964 -14%
Wealthfront Advisers
292
Wealthfront Advisers
California
$6.04M +$288K +3,939 +6%
CAM
293
Cresset Asset Management
Illinois
$5.98M +$301K +4,124 +6%
MIM
294
Morningstar Investment Management
Illinois
$5.95M
Hudson Bay Capital Management
295
Hudson Bay Capital Management
Connecticut
$5.8M +$5.28M +72,345 New
SFC
296
Sprinkle Financial Consultants
Colorado
$5.78M +$2.26M +30,955 +75%
BHWA
297
Beacon Harbor Wealth Advisors
Virginia
$5.75M +$15.2K +208 +0.3%
CL
298
COWA LLC
Oklahoma
$5.72M -$379K -5,188 -7%
WJWM
299
Williams Jones Wealth Management
New York
$5.7M -$214K -2,935 -4%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$5.68M +$296K +4,058 +6%

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.