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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
BRCM
326
Bright Rock Capital Management
Massachusetts
$4.8M
Walleye Capital
327
Walleye Capital
New York
$4.78M -$793K -10,858 -15%
BCI
328
Brinker Capital Investments
Pennsylvania
$4.77M -$534K -7,322 -11%
OPS
329
Orion Portfolio Solutions
Nebraska
$4.77M -$534K -7,322 -11%
CWM
330
CIBC World Markets
New York
$4.68M -$1.21M -16,559 -22%
BC
331
Barnett & Company
Tennessee
$4.68M -$94.9K -1,300 -2%
Thrivent Financial for Lutherans
332
Thrivent Financial for Lutherans
Minnesota
$4.66M -$802K -10,991 -16%
CI
333
CX Institutional
Indiana
$4.66M +$3.72K +51 +0.1%
TW
334
Trajan Wealth
Arizona
$4.64M +$4.22M +57,834 New
KPPF
335
Klein Pavlis & Peasley Financial
California
$4.6M -$819K -11,219 -16%
CTA
336
Chesley Taft & Associates
Illinois
$4.5M +$3.65K +50 +0.1%
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$4.46M -$424K -5,809 -9%
USCWA
338
U.S. Capital Wealth Advisors
Texas
$4.43M +$17.2K +236 +0.4%
BFS
339
Bradley Foster & Sargent
Connecticut
$4.43M -$168K -2,306 -4%
UIC
340
Uniplan Investment Counsel
Wisconsin
$4.4M +$4.01M +54,882 New
SFM
341
Soros Fund Management
New York
$4.37M
EWA
342
Exencial Wealth Advisors
Oklahoma
$4.35M -$670K -9,183 -14%
DSCM
343
Del-Sette Capital Management
New York
$4.35M +$3.96M +54,212 New
CSA
344
Cottage Street Advisors
Massachusetts
$4.31M -$44K -603 -1%
MFIM
345
Mesirow Financial Investment Management
Illinois
$4.26M +$733K +10,043 +23%
CAL
346
Capital Analysts LLC
Pennsylvania
$4.25M -$216K -2,960 -5%
IIM
347
INTECH Investment Management
Florida
$4.23M -$11.9M -162,986 -76%
BHWM
348
Beaird Harris Wealth Management
Texas
$4.21M +$73.9K +1,012 +2%
SSWM
349
Sheets Smith Wealth Management
North Carolina
$4.18M +$10.1K +139 +0.3%
MGP
350
Metis Global Partners
California
$4.17M +$379K +5,189 +11%

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.