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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
PWAM
501
Pinnacle West Asset Management
Wyoming
$1.73M
Bessemer Group
502
Bessemer Group
New Jersey
$1.73M -$306K -4,198 -16%
SC
503
Searle & Co
Connecticut
$1.73M
KPWS
504
Kestra Private Wealth Services
Texas
$1.72M -$229K -3,138 -13%
VA
505
Vident Advisory
Georgia
$1.71M +$1.19M +16,264 +318%
MML Investors Services
506
MML Investors Services
Massachusetts
$1.67M +$77.5K +1,062 +5%
WA
507
WealthTrust Axiom
Pennsylvania
$1.63M -$54.1K -741 -4%
LC
508
Lindbrook Capital
California
$1.63M -$2.19K -30 -0.1%
NB
509
Norinchukin Bank
Japan
$1.63M -$20.5K -281 -1%
Lido Advisors
510
Lido Advisors
California
$1.62M +$423K +5,788 +40%
BWP
511
Baldwin Wealth Partners
Massachusetts
$1.62M -$153K -2,093 -9%
BFG
512
Beacon Financial Group
Texas
$1.6M -$231K -3,162 -14%
ZCM
513
Ziegler Capital Management
Illinois
$1.6M -$20.4K -280 -1%
BTIM
514
BancFirst Trust & Investment Management
Oklahoma
$1.58M +$116K +1,584 +9%
UM
515
UniSuper Management
Australia
$1.57M +$1.04M +14,255 +265%
MMG
516
Monetary Management Group
Missouri
$1.57M -$212K -2,900 -13%
GA
517
GoalVest Advisory
New York
$1.57M +$32.5K +445 +2%
CWP
518
CFM Wealth Partners
Texas
$1.57M -$138K -1,889 -9%
CCWM
519
Cassaday & Co Wealth Management
Virginia
$1.56M +$28.2K +386 +2%
DAS
520
Dynamic Advisor Solutions
Arizona
$1.56M +$25.5K +350 +2%
QIM
521
Quantitative Investment Management
Virginia
$1.55M -$2.5M -34,230 -64%
RJT
522
Raymond James Trust
Florida
$1.55M -$76.4K -1,047 -5%
HCM
523
Hutner Capital Management
Vermont
$1.55M +$238K +3,255 +20%
RCI
524
RS Crum Inc
California
$1.55M
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.54M -$112K -1,529 -7%

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.