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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
AWE
826
Avidian Wealth Enterprises
Texas
$531K +$68.4K +937 +16%
APWM
827
Atlas Private Wealth Management
New York
$531K -$36.1K -495 -7%
BBHC
828
Brown Brothers Harriman & Co
New York
$529K -$3.8K -52 -0.8%
BCM
829
Bayesian Capital Management
New York
$529K -$3.11M -42,549 -87%
VT
830
Vise Technologies
New York
$521K +$170K +2,332 +56%
BTWM
831
Baker Tilly Wealth Management
Wisconsin
$520K -$169K -2,322 -26%
MFA
832
Mayflower Financial Advisors
Massachusetts
$519K +$14.5K +198 +3%
FC
833
FORA Capital
Florida
$519K -$6.13M -83,930 -93%
P
834
&Partners
Tennessee
$518K +$472K +6,460 New
RIA
835
Realta Investment Advisors
Delaware
$515K -$3.36K -46 -0.7%
CPIA
836
Cornell Pochily Investment Advisors
New York
$510K +$8.1K +111 +2%
GAA
837
Global Assets Advisory
Florida
$500K +$2.91M +39,855 New
BC
838
Burney Company
Virginia
$499K -$162K -2,214 -26%
MA
839
MKT Advisors
California
$498K
CI
840
Cigna Investments
Connecticut
$496K -$4.16K -57 -0.9%
DI
841
Diligent Investors
California
$492K
SWM
842
Scissortail Wealth Management
Oklahoma
$490K +$446K +6,110 New
AIMCA
843
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$489K
FWP
844
FAS Wealth Partners
Kansas
$489K +$1.61K +22 +0.4%
NW
845
NewEdge Wealth
Pennsylvania
$488K +$17.7K +242 +4%
TWM
846
Tradition Wealth Management
Minnesota
$487K +$1.09K +15 +0.2%
AA
847
Ancora Advisors
Ohio
$480K -$14.6K -200 -3%
EH
848
Equitable Holdings
New York
$479K -$4.96K -68 -1%
KCM
849
KRS Capital Management
Michigan
$478K -$36.9K -506 -8%
CCFM
850
Clear Creek Financial Management
Washington
$476K +$433K +5,935 New

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.