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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
ITC
701
Inspire Trust Company
Nevada
$761K +$693K +9,490 New
SWM
702
Spire Wealth Management
Virginia
$758K +$28K +384 +4%
VCS
703
Vaughan & Co Securities
New Jersey
$757K -$66K -904 -9%
MWM
704
Mission Wealth Management
California
$756K -$38.3K -525 -5%
GPA
705
Garrison Point Advisors
California
$754K +$16.4K +225 +2%
QCIG
706
Quad-Cities Investment Group
Iowa
$752K +$2.19K +30 +0.3%
IMCOOI
707
Investment Management Corp of Ontario (IMCO)
Canada
$750K -$307K -4,200 -31%
RBC
708
Roble Belko & Company
Pennsylvania
$749K +$682K +9,338 New
MW
709
Marcum Wealth
Ohio
$746K +$19.3K +265 +3%
GT
710
Greenleaf Trust
Michigan
$737K -$11.9K -163 -2%
MA
711
Mutual Advisors
Nebraska
$736K -$31.3K -429 -4%
CG
712
Caprock Group
Idaho
$733K +$668K +9,147 New
MAS
713
Meeder Advisory Services
Ohio
$730K +$46.3K +634 +7%
PS
714
Presima Securities
Quebec, Canada
$730K
CSC
715
Caldwell Sutter Capital
California
$729K -$10.7K -146 -2%
FBT
716
First Bankers Trust
Kentucky
$729K
MSCM
717
McElhenny Sheffield Capital Management
Texas
$728K -$29.3K -402 -4%
FWCM
718
Ferguson Wellman Capital Management
Oregon
$728K -$78K -1,068 -11%
WG
719
Welch Group
Alabama
$727K +$67.5K +925 +11%
JF
720
Jump Financial
Illinois
$726K +$661K +9,058 New
PA
721
Parallel Advisors
California
$725K +$31.4K +430 +5%
MFS
722
Mirabella Financial Services
United Kingdom
$723K +$659K +9,021 New
FHB
723
First Hawaiian Bank
Hawaii
$722K -$163K -2,239 -20%
FFA
724
Founders Financial Alliance
North Carolina
$720K
BA
725
Bristlecone Advisors
Washington
$713K

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.