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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
CAM
526
Centre Asset Management
New York
$1.49M -$47.4K -650 -3%
HCM
527
Hilton Capital Management
New York
$1.48M -$336K -4,601 -20%
NMIMC
528
Northwestern Mutual Investment Management Company
Wisconsin
$1.48M +$3.29K +45 +0.2%
BOSSRA
529
B.O.S.S. Retirement Advisors
Utah
$1.48M -$198K -2,706 -11%
DCM
530
Dudley Capital Management
Virginia
$1.45M +$3.14K +43 +0.2%
SIC
531
Salem Investment Counselors
North Carolina
$1.45M -$33.3K -456 -2%
NCM
532
Narwhal Capital Management
Georgia
$1.45M -$38.9K -533 -3%
DI
533
Disciplined Investments
Oklahoma
$1.45M -$140K -1,921 -10%
IWC
534
Integrated Wealth Concepts
Massachusetts
$1.45M -$824K -11,287 -38%
XT
535
XTX Topco
Cayman Islands
$1.43M +$1.31M +17,881 New
HNB
536
Huntington National Bank
Ohio
$1.42M -$78.1K -1,070 -6%
IAA
537
Independent Advisor Alliance
North Carolina
$1.41M +$129K +1,766 +11%
FTDI
538
First Trust Direct Indexing
Massachusetts
$1.41M +$96.1K +1,316 +8%
AWS
539
Arkfeld Wealth Strategies
Nebraska
$1.4M +$2.63K +36 +0.2%
WSC
540
Wellington Shields & Co
New York
$1.4M +$9.13K +125 +0.7%
SWM
541
Selective Wealth Management
Virginia
$1.4M -$25.1K -344 -2%
VNIM
542
Vaughan Nelson Investment Management
Texas
$1.39M
RFC
543
Regions Financial Corp
Alabama
$1.39M -$23.5K -322 -2%
EWA
544
EP Wealth Advisors
California
$1.39M +$243K +3,324 +24%
CM
545
Castleark Management
Illinois
$1.38M +$171K +2,340 +16%
CAM
546
Carret Asset Management
New York
$1.37M
SPC
547
Sigma Planning Corp
Michigan
$1.37M +$479K +6,556 +63%
WS
548
Wedbush Securities
California
$1.36M -$230K -3,157 -16%
RIL
549
Rothschild Investment LLC
Illinois
$1.36M -$1.82K -25 -0.1%
HWAM
550
Hennion & Walsh Asset Management
New Jersey
$1.36M -$351K -4,805 -22%

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.