1,297 hedge funds and large institutions have $28.8B invested in Oneok in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 453 increasing their positions, 477 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,297
Holders Change
+40
Holders Change %
+3.18%
% of All Funds
19.01%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.59%
New
166
Increased
453
Reduced
477
Closed
112
Calls
$332M
Puts
$253M
Net Calls
+$78.7M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
551
First Trust Direct Indexing
Massachusetts
$1.14M +$425K +6,052 +59%
LNC
552
Lincoln National Corp
Pennsylvania
$1.13M +$231K +3,291 +26%
CWM
553
Cornerstone Wealth Management
Missouri
$1.13M -$26.8K -382 -2%
CWM
554
Congress Wealth Management
Massachusetts
$1.13M +$251K +3,581 +29%
HCM
555
Hutner Capital Management
Vermont
$1.13M +$314K +4,470 +38%
EFS
556
Essex Financial Services
Connecticut
$1.13M -$6.04K -86 -0.5%
USAA
557
United Services Automobile Association
Texas
$1.12M +$290K +4,132 +35%
TCWM
558
Total Clarity Wealth Management
Illinois
$1.12M -$14K -199 -1%
IAA
559
Independent Advisor Alliance
North Carolina
$1.11M +$121K +1,729 +12%
Squarepoint
560
Squarepoint
New York
$1.11M -$20.4M -290,429 -95%
MCM
561
Monarch Capital Management
Indiana
$1.09M +$12.9K +183 +1%
AWM
562
Axxcess Wealth Management
California
$1.09M +$355K +5,062 +48%
CW
563
CreativeOne Wealth
Kansas
$1.08M +$217K +3,099 +25%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$1.08M +$237K +3,373 +28%
WPC
565
Wedmont Private Capital
Pennsylvania
$1.07M +$40.6K +569 +4%
OCBCO
566
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.07M +$240K +3,416 +29%
FI
567
FJ Investments
Utah
$1.06M +$1.06M +15,107 New
I
568
INVST
Indiana
$1.06M +$9.1K +134 +0.9%
PM
569
Penbrook Management
New York
$1.06M +$14K +200 +1%
RDWM
570
Red Door Wealth Management
Tennessee
$1.05M +$19.8K +282 +2%
RCA
571
Ranch Capital Advisors
Florida
$1.05M +$59.3K +845 +6%
CM
572
Castleark Management
Illinois
$1.04M
JIC
573
Joel Isaacson & Co
New York
$1.04M
SMC
574
Smith, Moore & Co
Missouri
$1.04M -$73.2K -1,043 -7%
TAM
575
Tocqueville Asset Management
New York
$1.04M