OKE icon

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
21.4%
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 %
CWM
801
Congress Wealth Management
Massachusetts
$840K +$548K +5,455 +187%
CWM
802
Challenger Wealth Management
California
$838K +$838K +8,349 New
MFA
803
Mayflower Financial Advisors
Massachusetts
$837K +$2.51K +25 +0.3%
OFC
804
Oakland Financial Corp
$837K +$837K +8,335 New
MWM
805
Meridian Wealth Management
Kentucky
$836K +$42.2K +420 +5%
NRS
806
Neville Rodie & Shaw
New York
$835K – – –
SWM
807
SeaCrest Wealth Management
New York
$832K +$39.1K +389 +5%
OIA
808
OneDigital Investment Advisors
Kansas
$832K -$7.93K -79 -0.9%
FIA
809
Foundations Investment Advisors
Arizona
$829K +$60K +598 +8%
SCTC
810
Sanibel Captiva Trust Company
Florida
$828K +$134K +1,331 +19%
ACA
811
Aptus Capital Advisors
Alabama
$821K +$376K +3,746 +85%
TSMHT
812
Thurston Springer Miller Herd & Titak
Indiana
$821K -$5.83K -58 -0.7%
PSB
813
Passumpsic Savings Bank
Vermont
$816K +$816K +8,127 New
OBAM
814
ODDO BHF Asset Management
France
$814K +$147K +1,469 +22%
WCA
815
Westover Capital Advisors
Delaware
$810K – – –
NP
816
Nilsine Partners
Colorado
$810K +$502K +5,001 +163%
CAG
817
Crestwood Advisors Group
Massachusetts
$808K +$38.2K +380 +5%
KA
818
Kovack Advisors
Florida
$807K +$135K +1,347 +20%
AFP
819
Ausdal Financial Partners
Iowa
$801K +$157K +1,562 +24%
BCM
820
Brasada Capital Management
Texas
$800K – – –
DWT
821
Dorsey & Whitney Trust
South Dakota
$796K +$24.1K +240 +3%
DFCM
822
Dark Forest Capital Management
Puerto Rico
$796K +$132K +1,317 +20%
CPL
823
CAP Partners LLC
Tennessee
$795K -$26.2K -261 -3%
LCGC
824
Legacy Capital Group California
California
$792K +$792K +7,888 New
NCM
825
Next Capital Management
New York
$791K – – –
31 32
33
34 35