We are live on ! Find out more

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
SW
676
SteelPeak Wealth
California
$864K +$460K +6,299 +140%
WB
677
WesBanco Bank
West Virginia
$860K +$224K +3,067 +40%
FAM
678
Formidable Asset Management
Ohio
$857K +$780K +10,688 New
CI
679
Conning Inc
Connecticut
$854K
SWM
680
Stockman Wealth Management
Montana
$850K +$365 +5 +0%
PI
681
PFG Investments
New York
$847K +$525K +7,197 +214%
NB
682
NBT Bank
New York
$842K
LSA
683
Lion Street Advisors
Texas
$841K
BL
684
Balentine LLC
Georgia
$840K +$235K +3,223 +44%
SIMG
685
Sonora Investment Management Group
Arizona
$831K -$64.7K -886 -8%
MIM
686
Meixler Investment Management
Arizona
$823K -$56.4K -772 -7%
CFG
687
Cooper Financial Group
California
$822K +$13.3K +182 +2%
SCM
688
Sage Capital Management
New Jersey
$816K +$10.5K +144 +1%
DIP
689
Davis Investment Partners
North Carolina
$810K +$42.6K +584 +6%
Focus Partners Wealth
690
Focus Partners Wealth
Massachusetts
$809K +$26.5K +363 +4%
VSQM
691
V-Square Quantitative Management
Illinois
$808K
BB
692
Busey Bank
Illinois
$803K +$1.31K +18 +0.2%
AIA
693
Arbor Investment Advisors
North Carolina
$802K
DWA
694
Douglass Winthrop Advisors
New York
$802K
RAM
695
Ramirez Asset Management
New York
$799K +$520K +7,126 +251%
WT
696
Whittier Trust
California
$799K +$53.1K +727 +8%
TCG
697
Transcendent Capital Group
Oklahoma
$796K +$1.02K +14 +0.1%
CT
698
Coastline Trust
Rhode Island
$776K
MYAM
699
Meiji Yasuda Asset Management
Japan
$773K +$218K +2,990 +45%
IAN
700
Integrated Advisors Network
Texas
$761K +$15.4K +211 +2%

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.