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Oneok
OKE

Overview Fund Activity

1,365 hedge funds and large institutions have $32.1B invested in Oneok in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 479 increasing their positions, 483 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
+68
Holders Change %
+5.24%
% of All Funds
19.79%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.68%
New
154
Increased
479
Reduced
483
Closed
69
Calls
$418M
Puts
$386M
Net Calls
+$31.8M
Net Calls Change
-$46.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$335M
2
KACA
Kayne Anderson Capital Advisors
California
+$66.2M
3
CC
Covalis Capital
United Kingdom
+$64.9M
4
UBS Group
UBS Group
Switzerland
+$47.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$40M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$615M
2
BlackRock
BlackRock
New York
-$118M
3
State Street
State Street
Massachusetts
-$88.7M
4
Goldman Sachs
Goldman Sachs
New York
-$85.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTIM
751
Harbour Trust & Investment Management
Indiana
$659K – – –
CAG
752
Crestwood Advisors Group
Massachusetts
$658K -$36.1K -450 -5%
SIA
753
Schechter Investment Advisors
Michigan
$658K +$2.41K +30 +0.4%
SMA
754
Sage Mountain Advisors
Georgia
$657K -$26.4K -329 -4%
WCM
755
WealthBridge Capital Management
Ohio
$656K +$656K +8,183 New
FCI
756
Financial Counselors Inc
Kansas
$655K -$757K -9,444 -54%
SMF
757
Sterling Manor Financial
New York
$653K – – –
NCM
758
Next Capital Management
New York
$648K +$6.57K +82 +1%
PIA
759
Pinion Investment Advisors
Kansas
$647K +$55.9K +697 +9%
BWP
760
Balboa Wealth Partners
Arizona
$644K -$48.2K -601 -7%
PTC
761
Private Trust Company
Ohio
$644K +$62.5K +780 +11%
BCM
762
Brasada Capital Management
Texas
$641K – – –
Fisher Asset Management
763
Fisher Asset Management
Washington
$641K +$46.3K +578 +8%
MWM
764
Modern Wealth Management
Kansas
$636K +$636K +7,927 New
SIA
765
SeaBridge Investment Advisors
New Jersey
$634K -$115K -1,436 -15%
DIM
766
Delta Investment Management
California
$627K +$241 +3 +0%
CWM
767
C2C Wealth Management
Arizona
$625K – – –
PCM
768
Pointe Capital Management
Michigan
$624K – – –
AF
769
Allworth Financial
California
$621K +$101K +1,257 +19%
AMG
770
Advisors Management Group
Wisconsin
$618K +$42.1K +525 +7%
AWM
771
Aviso Wealth Management
Washington
$616K +$12K +150 +2%
WWM
772
Western Wealth Management
Colorado
$613K -$347K -4,326 -36%
LOAMS
773
Lombard Odier Asset Management (Switzerland)
Switzerland
$613K +$613K +7,643 New
MPM
774
MBB Public Markets
Illinois
$609K +$609K +7,600 New
SMWM
775
Silvia McColl Wealth Management
California
$608K – – –
29 30
31
32 33