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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
PM
601
Penbrook Management
New York
$1.13M -$73K -1,000 -7%
HNB
602
Hilltop National Bank
Wyoming
$1.12M +$1.02M +14,032 New
SACTSONJ
603
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M
KLWA
604
Kelly Lawrence W & Associates
California
$1.12M -$190K -2,600 -16%
GT
605
Glenview Trust
Kentucky
$1.12M -$803 -11 -0.1%
RMSCM
606
R.M. Sincerbeaux Capital Management
New York
$1.12M
BAM
607
Belpointe Asset Management
Nevada
$1.12M +$12.8K +175 +1%
AO
608
Advisor OS
Illinois
$1.11M +$19.7K +270 +2%
LF
609
Lee Financial
Texas
$1.1M
CIG
610
Cullen Investment Group
Louisiana
$1.1M
BG
611
Bahl & Gaynor
Ohio
$1.1M +$63.9K +875 +7%
RDWM
612
Red Door Wealth Management
Tennessee
$1.1M -$90.6K -1,241 -8%
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$1.09M -$17.6K -241 -2%
LAS
614
Lloyd Advisory Services
Georgia
$1.08M +$987K +13,520 New
JIC
615
Johnson Investment Counsel
Ohio
$1.08M -$21.8K -299 -2%
LFAS
616
Level Four Advisory Services
Texas
$1.08M +$130K +1,780 +13%
OPA
617
Old Port Advisors
Maine
$1.07M +$1.82K +25 +0.2%
CWM
618
Congress Wealth Management
Massachusetts
$1.07M -$201K -2,747 -17%
WAAG
619
Wealth Alliance Advisory Group
Kansas
$1.06M +$73.8K +1,011 +8%
SMH
620
Sanders Morris Harris
Texas
$1.05M +$685K +9,379 +253%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$1.05M -$4.38K -60 -0.5%
DTL
622
Dynamic Technology Lab
Singapore
$1.05M +$952K +13,047 New
FFM
623
Forum Financial Management
Illinois
$1.04M +$45.9K +629 +5%
TNA
624
True North Advisors
Texas
$1.04M +$258K +3,528 +37%
BSW
625
Buckingham Strategic Wealth
Missouri
$1.04M -$1.69M -23,167 -64%

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.