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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
WWM
776
Western Wealth Management
Colorado
$613K -$316K -4,326 -36%
LOAMS
777
Lombard Odier Asset Management (Switzerland)
Switzerland
$613K +$558K +7,643 New
MPM
778
MBB Public Markets
Illinois
$609K +$555K +7,600 New
SMWM
779
Silvia McColl Wealth Management
California
$608K
VFA
780
Voya Financial Advisors
Connecticut
$605K +$25.1K +344 +5%
GAM
781
Gould Asset Management
California
$605K
CC
782
Cipher Capital
New York
$602K -$2.51M -34,335 -82%
HT
783
Headlands Technologies
Illinois
$602K -$646K -8,848 -54%
PAS
784
Park Avenue Securities
New York
$600K +$63.1K +864 +13%
NG
785
Norden Group
Utah
$598K +$329K +4,511 +153%
SFA
786
Sequoia Financial Advisors
Ohio
$597K -$205K -2,806 -27%
EP
787
Eudaimonia Partners
Tennessee
$596K +$5.4K +74 +1%
AH
788
Addis & Hill
Pennsylvania
$593K
WA
789
Wealthstar Advisors
Texas
$590K -$5.77K -79 -1%
CT
790
Chicago Trust
Illinois
$587K +$730 +10 +0.1%
SWM
791
SeaCrest Wealth Management
New York
$583K -$288K -3,945 -35%
GSB
792
Greenfield Savings Bank
Massachusetts
$582K -$6.06K -83 -1%
RFN
793
RDA Financial Network
Iowa
$581K -$5.69K -78 -1%
VWA
794
Visionary Wealth Advisors
Illinois
$579K +$31.2K +428 +6%
HDIM
795
Hanson & Doremus Investment Management
Vermont
$573K -$2.56K -35 -0.5%
MFG
796
Merit Financial Group
Georgia
$572K -$3.8K -52 -0.7%
FNT
797
First National Trust
Pennsylvania
$569K -$4.01K -55 -0.8%
AA
798
AlphaMark Advisors
Kentucky
$569K +$93.8K +1,285 +22%
NME
799
Notis-McConarty Edward
$566K -$29.2K -400 -5%
CA
800
Claro Advisors
Massachusetts
$565K +$6.79K +93 +1%

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.