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Oneok
OKE

Overview Fund Activity

1,365 hedge funds and large institutions have $32.1B invested in Oneok in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 479 increasing their positions, 483 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
+68
Holders Change %
+5.24%
% of All Funds
19.79%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.68%
New
154
Increased
479
Reduced
483
Closed
69
Calls
$418M
Puts
$386M
Net Calls
+$31.8M
Net Calls Change
-$46.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$335M
2
KACA
Kayne Anderson Capital Advisors
California
+$66.2M
3
CC
Covalis Capital
United Kingdom
+$64.9M
4
UBS Group
UBS Group
Switzerland
+$47.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$40M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$615M
2
BlackRock
BlackRock
New York
-$118M
3
State Street
State Street
Massachusetts
-$88.7M
4
Goldman Sachs
Goldman Sachs
New York
-$85.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
601
Glenview Trust
Kentucky
$1.12M -$882 -11 -0.1%
RMSCM
602
R.M. Sincerbeaux Capital Management
New York
$1.12M – – –
BAM
603
Belpointe Asset Management
Nevada
$1.12M +$14K +175 +1%
AO
604
Advisor OS
Illinois
$1.11M +$21.6K +270 +2%
LF
605
Lee Financial
Texas
$1.1M – – –
CIG
606
Cullen Investment Group
Louisiana
$1.1M – – –
BG
607
Bahl & Gaynor
Ohio
$1.1M +$70.2K +875 +7%
RDWM
608
Red Door Wealth Management
Tennessee
$1.1M -$99.5K -1,241 -8%
FLPIM
609
F.L. Putnam Investment Management
Massachusetts
$1.09M -$19.3K -241 -2%
LAS
610
Lloyd Advisory Services
Georgia
$1.08M +$1.08M +13,520 New
JIC
611
Johnson Investment Counsel
Ohio
$1.08M -$24K -299 -2%
LFAS
612
Level Four Advisory Services
Texas
$1.08M +$125K +1,780 +13%
OPA
613
Old Port Advisors
Maine
$1.07M +$2K +25 +0.2%
CWM
614
Congress Wealth Management
Massachusetts
$1.07M -$220K -2,747 -17%
WAAG
615
Wealth Alliance Advisory Group
Kansas
$1.06M +$81.1K +1,011 +8%
SMH
616
Sanders Morris Harris
Texas
$1.05M +$752K +9,379 +253%
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$1.05M -$4.81K -60 -0.5%
DTL
618
Dynamic Technology Lab
Singapore
$1.05M +$1.05M +13,047 New
FFM
619
Forum Financial Management
Illinois
$1.04M +$50.4K +629 +5%
TNA
620
True North Advisors
Texas
$1.04M +$283K +3,528 +37%
BSW
621
Buckingham Strategic Wealth
Missouri
$1.04M -$1.86M -23,167 -64%
LFGH
622
Lee Financial Group Hawaii
Hawaii
$1.03M +$29.4K +375 +3%
SSA
623
South Street Advisors
New York
$1.03M +$35.8K +447 +4%
BCM
624
Birch Capital Management
Texas
$1.03M -$48.1K -600 -4%
MFWP
625
Mosaic Family Wealth Partners
Missouri
$1.02M +$2.08K +26 +0.2%
23 24
25
26 27