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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
HI
651
Hendershot Investments
Virginia
$938K -$10.3K -141 -1%
IA
652
IFP Advisors
Florida
$937K -$161K -2,209 -16%
FPAS
653
Focus Partners Advisor Solutions
Missouri
$936K +$465K +6,376 +120%
SSB
654
Sandy Spring Bank
Maryland
$931K -$43.3K -593 -5%
CFGS
655
Concourse Financial Group Securities
Alabama
$928K +$1.61K +22 +0.2%
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$928K +$109K +1,500 +15%
FCH
657
Freestone Capital Holdings
Washington
$927K +$844K +11,559 New
AG
658
AIA Group
Hong Kong
$924K +$841K +11,526 New
BFG
659
Bleakley Financial Group
New Jersey
$915K +$5.33K +73 +0.6%
First Manhattan
660
First Manhattan
New York
$913K -$79.7K -1,092 -9%
SW
661
Simplicity Wealth
New Jersey
$912K +$831K +11,381 New
BJL
662
Brighton Jones LLC
Washington
$909K +$40.6K +556 +5%
SLA
663
Silver Lake Advisory
Utah
$908K +$1.24K +17 +0.2%
JWCA
664
J.W. Cole Advisors
Florida
$908K +$76.6K +1,049 +10%
TP
665
Tranquility Partners
Tennessee
$908K -$9.05K -124 -1%
BF
666
Blankinship & Foster
California
$904K
CT
667
Cambridge Trust
Massachusetts
$899K
D.E. Shaw & Co
668
D.E. Shaw & Co
New York
$898K +$818K +11,200 New
NAMNJ
669
NorthStar Asset Management (New Jersey)
New Jersey
$892K +$4.53K +62 +0.6%
PWG
670
Portside Wealth Group
Utah
$884K -$4.67K -64 -0.6%
SWM
671
Segment Wealth Management
Texas
$880K +$3.07K +42 +0.4%
VEA
672
Virtus ETF Advisers
New York
$880K +$162K +2,224 +25%
PWM
673
Perigon Wealth Management
California
$877K +$14.7K +201 +2%
LC
674
Lavaca Capital
Texas
$874K
EF
675
Empirical Finance
Pennsylvania
$866K +$54.2K +743 +7%

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.