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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
LFGH
626
Lee Financial Group Hawaii
Hawaii
$1.03M +$27.4K +375 +3%
SSA
627
South Street Advisors
New York
$1.03M +$32.6K +447 +4%
BCM
628
Birch Capital Management
Texas
$1.03M -$43.8K -600 -4%
MFWP
629
Mosaic Family Wealth Partners
Missouri
$1.02M +$1.9K +26 +0.2%
HJGA
630
Hardman Johnston Global Advisors
Connecticut
$1.01M
FFN
631
Focus Financial Network
Minnesota
$1.01M -$8.98K -123 -0.9%
CPA
632
Cardiff Park Advisors
California
$1.01M +$1.46K +20 +0.2%
Jones Financial Companies
633
Jones Financial Companies
Missouri
$1.01M +$501K +6,859 +121%
SFC
634
Strategic Financial Concepts
Texas
$1M +$351K +4,815 +63%
FDCDDQ
635
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1M +$771K +10,564 +496%
AWAP
636
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1,000K
DWM
637
Dakota Wealth Management
Florida
$999K +$671K +9,190 +281%
HR
638
Howe & Rusling
New York
$999K -$29.8K -408 -3%
PPWM
639
Perissos Private Wealth Management
Oklahoma
$997K +$908K +12,433 New
PSCM
640
Per Stirling Capital Management
Texas
$995K +$3.36K +46 +0.4%
OA
641
Oxbow Advisors
Texas
$985K +$55.1K +755 +7%
ATC
642
Argent Trust Co
Tennessee
$978K
CCG
643
Cypress Capital Group
Florida
$973K -$18.3K -251 -2%
KWA
644
Kingswood Wealth Advisors
California
$973K -$40.1K -549 -4%
PFS
645
Prospera Financial Services
Texas
$969K +$24.5K +335 +3%
CAG
646
Csenge Advisory Group
Florida
$964K +$28.2K +386 +3%
SC
647
Syon Capital
California
$963K -$821K -11,251 -48%
AIP
648
Ameritas Investment Partners
Nebraska
$958K -$8.25K -113 -0.9%
PVM
649
Palogic Value Management
Texas
$946K
AIA
650
Alternative Investment Advisors
Florida
$942K +$11.8K +162 +1%

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.