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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 155 funds opening new positions, 482 increasing their positions, 485 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 155 | 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: 1,3081,373 (+65)

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: 482 | Existing positions reduced: 485

1.58% less ownership

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

Holders
1,373
Holders Change
+65
Holders Change %
+4.97%
% 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
155
Increased
482
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
AWM
401
Avior Wealth Management
Nebraska
$3.02M -$125K -1,706 -4%
VPIM
402
Vanguard Personalized Indexing Management
California
$3.02M +$573K +7,851 +26%
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$49.3K +676 +2%
SA
404
SL Advisors
New Jersey
$3.01M +$2.99K +41 +0.1%
AWAU
405
Alliance Wealth Advisors (Utah)
Utah
$2.97M +$189K +2,590 +8%
RWP
406
RWA Wealth Partners
Massachusetts
$2.96M -$12.5K -171 -0.5%
AI
407
ArchPoint Investors
Florida
$2.93M
MWM
408
MGB Wealth Management
Texas
$2.93M +$190K +2,600 +8%
MFG
409
Midwest Financial Group
Kansas
$2.92M -$24.6K -337 -0.9%
Luther King Capital Management (LKCM)
410
Luther King Capital Management (LKCM)
Texas
$2.89M -$443K -6,063 -14%
GAM
411
Gotham Asset Management
New York
$2.88M -$5.26K -72 -0.2%
QCM
412
Quantinno Capital Management
New York
$2.86M +$629K +8,612 +32%
OAM
413
Ostrum Asset Management
France
$2.85M -$454K -6,225 -15%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$2.83M +$869K +11,903 +51%
Nordea Investment Management
415
Nordea Investment Management
Sweden
$2.83M +$110K +1,513 +4%
Credit Agricole
416
Credit Agricole
France
$2.79M +$1.41M +19,309 +117%
IAIM
417
International Assets Investment Management
Florida
$2.78M -$12K -164 -0.5%
AIM
418
Ausbil Investment Management
Australia
$2.78M +$2.55M +34,906 New
EAM
419
Evanson Asset Management
California
$2.77M -$7.88K -108 -0.3%
CST
420
Charles Schwab Trust
Nevada
$2.77M
SAM
421
Securian Asset Management
Minnesota
$2.75M -$184K -2,518 -7%
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
$2.73M -$43.7K -598 -2%
LSERS
423
Louisiana State Employees Retirement System
Louisiana
$2.72M -$94.9K -1,300 -4%
PMG
424
Private Management Group
California
$2.7M +$21.5K +295 +0.9%
SC
425
Scotia Capital
Ontario, Canada
$2.69M -$111K -1,516 -4%

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: 155 funds opened new OKE positions and 73 closed out — a net gain of 82 holders — while 482 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 1,308 in Q4 2023.
  • Funds reported $32.2B of Oneok stock for Q1 2024, up 12% quarter-over-quarter.
  • 155 funds opened new Oneok positions in Q1 2024 and 73 closed out, a net change of +82 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.