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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
NRS
751
Neville Rodie & Shaw
New York
$666K
DF
752
Donoghue Forlines
Massachusetts
$665K -$123K -1,685 -17%
IF
753
Intrua Financial
Texas
$662K -$18.9K -259 -3%
NSIM
754
North Star Investment Management
Illinois
$660K +$84.4K +1,156 +16%
HTIM
755
Harbour Trust & Investment Management
Indiana
$659K
CAG
756
Crestwood Advisors Group
Massachusetts
$658K -$32.8K -450 -5%
SIA
757
Schechter Investment Advisors
Michigan
$658K +$2.19K +30 +0.4%
SMA
758
Sage Mountain Advisors
Georgia
$657K -$24K -329 -4%
WCM
759
WealthBridge Capital Management
Ohio
$656K +$597K +8,183 New
FCI
760
Financial Counselors Inc
Kansas
$655K -$689K -9,444 -54%
SMF
761
Sterling Manor Financial
New York
$653K
NCM
762
Next Capital Management
New York
$648K +$5.99K +82 +1%
PIA
763
Pinion Investment Advisors
Kansas
$647K +$50.9K +697 +9%
BWP
764
Balboa Wealth Partners
Arizona
$644K -$43.9K -601 -7%
PTC
765
Private Trust Company
Ohio
$644K +$56.9K +780 +11%
BCM
766
Brasada Capital Management
Texas
$641K
Fisher Asset Management
767
Fisher Asset Management
Washington
$641K +$42.2K +578 +8%
MWM
768
Modern Wealth Management
Kansas
$636K +$579K +7,927 New
SIA
769
SeaBridge Investment Advisors
New Jersey
$634K -$105K -1,436 -15%
DIM
770
Delta Investment Management
California
$627K +$219 +3 +0%
CWM
771
C2C Wealth Management
Arizona
$625K
PCM
772
Pointe Capital Management
Michigan
$624K
AF
773
Allworth Financial
California
$621K +$91.8K +1,257 +19%
AMG
774
Advisors Management Group
Wisconsin
$618K +$38.3K +525 +7%
AWM
775
Aviso Wealth Management
Washington
$616K +$10.9K +150 +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.