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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
BFS
576
Bard Financial Services
Connecticut
$1.21M -$502K -6,875 -31%
WPC
577
Wedmont Private Capital
Pennsylvania
$1.2M -$4.38K -60 -0.4%
JIC
578
Joel Isaacson & Co
New York
$1.19M -$2.19K -30 -0.2%
SAM
579
Shell Asset Management
Netherlands
$1.19M -$917K -12,560 -46%
Teacher Retirement System of Texas
580
Teacher Retirement System of Texas
Texas
$1.19M -$2.07M -28,364 -66%
SMC
581
Smith, Moore & Co
Missouri
$1.19M -$5.99K -82 -0.6%
AWC
582
Adamsbrown Wealth Consultants
Kansas
$1.18M +$94.9K +1,300 +10%
CC
583
Centiva Capital
New York
$1.18M +$1.08M +14,766 New
TWM
584
Trueblood Wealth Management
Ohio
$1.18M +$61.9K +848 +6%
NIM
585
NEOS Investment Management
Connecticut
$1.18M +$470K +6,439 +78%
IWM
586
IHT Wealth Management
Illinois
$1.18M +$210K +2,876 +24%
MIF
587
Mediolanum International Funds
Ireland
$1.17M +$1.07M +14,704 New
EGM
588
Engineers Gate Manager
New York
$1.17M +$298K +4,083 +39%
LW
589
Linscomb Wealth
Texas
$1.16M +$2.26K +31 +0.2%
I
590
INVST
Indiana
$1.16M -$80.2K -1,099 -7%
HFS
591
Howard Financial Services
Texas
$1.15M -$2.56K -35 -0.2%
TWC
592
TD Waterhouse Canada
Ontario, Canada
$1.15M -$1.32M -18,105 -56%
AWM
593
Axxcess Wealth Management
California
$1.15M -$88.8K -1,217 -8%
ARG
594
Advisory Resource Group
Oklahoma
$1.14M -$21K -288 -2%
BFM
595
Boothbay Fund Management
New York
$1.14M +$1.04M +14,244 New
TAM
596
Tocqueville Asset Management
New York
$1.14M -$47.1K -645 -4%
QCG
597
Quadrant Capital Group
Ohio
$1.14M +$10K +137 +1%
MCM
598
Mork Capital Management
California
$1.14M
CFB
599
Cullen/Frost Bankers
Texas
$1.13M +$399K +5,465 +63%
BWM
600
Buckley Wealth Management
Nevada
$1.13M -$3.29K -45 -0.3%

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.