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Oneok
OKE

Overview Fund Activity

1,608 hedge funds and large institutions have $42.5B invested in Oneok in 2024 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 565 increasing their positions, 514 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,608
Holders Change
+160
Holders Change %
+11.05%
% of All Funds
21.41%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.69%
New
248
Increased
565
Reduced
514
Closed
69
Calls
$576M
Puts
$634M
Net Calls
-$58.2M
Net Calls Change
-$34.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$343M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$198M
3
CIA
ClearBridge Investments (Australia)
Australia
+$177M
4
BlackRock
BlackRock
New York
+$173M
5
UBS Group
UBS Group
Switzerland
+$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$325M
2
Invesco
Invesco
Georgia
-$111M
3
Barclays
Barclays
United Kingdom
-$90.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.7M
5
EIP
Energy Income Partners
Connecticut
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
676
Bard Financial Services
Connecticut
$1.25M – – –
PWM
677
Perigon Wealth Management
California
$1.25M +$42.9K +395 +4%
SFC
678
Strategic Financial Concepts
Texas
$1.25M +$765K +7,618 +158%
TAM
679
Tocqueville Asset Management
New York
$1.25M -$67K -667 -5%
MWM
680
Modern Wealth Management
Kansas
$1.25M +$236K +2,350 +23%
BFG
681
Bleakley Financial Group
New Jersey
$1.24M +$49.4K +492 +4%
EFS
682
Essex Financial Services
Connecticut
$1.24M -$602K -5,991 -33%
WG
683
Welch Group
Alabama
$1.24M – – –
MFWP
684
Mosaic Family Wealth Partners
Missouri
$1.24M -$21.5K -214 -2%
WA
685
WESPAC Advisors
California
$1.24M -$81.6K -813 -6%
ITC
686
Inspire Trust Company
Nevada
$1.23M – – –
GI
687
GAMMA Investing
California
$1.23M +$258K +2,573 +27%
MAS
688
Meeder Advisory Services
Ohio
$1.23M +$93.8K +934 +8%
OA
689
Oxbow Advisors
Texas
$1.23M -$24.1K -240 -2%
HCM
690
Highview Capital Management
Illinois
$1.23M +$99.1K +987 +9%
SSB
691
Sandy Spring Bank
Maryland
$1.23M -$3.51K -35 -0.3%
HR
692
Howe & Rusling
New York
$1.23M +$24.5K +244 +2%
AIA
693
Alternative Investment Advisors
Florida
$1.23M +$11K +110 +0.9%
BAM
694
Belpointe Asset Management
Nevada
$1.22M -$13.5K -146 -1%
PPWM
695
Perissos Private Wealth Management
Oklahoma
$1.22M +$15.7K +156 +1%
SMH
696
Sanders Morris Harris
Texas
$1.22M – – –
JWCA
697
J.W. Cole Advisors
Florida
$1.21M -$2.21K -22 -0.2%
PFS
698
Prospera Financial Services
Texas
$1.21M -$65.2K -649 -5%
IA
699
IFP Advisors
Florida
$1.21M +$4.95K +49 +0.4%
FCI
700
Financial Counselors Inc
Kansas
$1.21M +$101K +1,002 +9%
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