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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 %
VT
826
Vise Technologies
New York
$521K +$187K +2,332 +56%
BTWM
827
Baker Tilly Wealth Management
Wisconsin
$520K -$186K -2,322 -26%
MFA
828
Mayflower Financial Advisors
Massachusetts
$519K +$15.9K +198 +3%
FC
829
FORA Capital
Florida
$519K -$6.73M -83,930 -93%
P
830
&Partners
Tennessee
$518K +$518K +6,460 New
RIA
831
Realta Investment Advisors
Delaware
$515K -$3.69K -46 -0.7%
CPIA
832
Cornell Pochily Investment Advisors
New York
$510K +$8.9K +111 +2%
GAA
833
Global Assets Advisory
Florida
$500K +$500K +39,855 New
BC
834
Burney Company
Virginia
$499K -$177K -2,214 -26%
MA
835
MKT Advisors
California
$498K – – –
CI
836
Cigna Investments
Connecticut
$496K -$4.57K -57 -0.9%
DI
837
Diligent Investors
California
$492K – – –
SWM
838
Scissortail Wealth Management
Oklahoma
$490K +$490K +6,110 New
AIMCA
839
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$489K – – –
FWP
840
FAS Wealth Partners
Kansas
$489K +$1.76K +22 +0.4%
NW
841
NewEdge Wealth
Pennsylvania
$488K +$18.6K +242 +4%
TWM
842
Tradition Wealth Management
Minnesota
$487K +$1.2K +15 +0.2%
AA
843
Ancora Advisors
Ohio
$480K -$16K -200 -3%
EH
844
Equitable Holdings
New York
$479K -$5.45K -68 -1%
KCM
845
KRS Capital Management
Michigan
$478K -$40.6K -506 -8%
CCFM
846
Clear Creek Financial Management
Washington
$476K +$476K +5,935 New
VCP
847
Verus Capital Partners
Arizona
$474K +$14.9K +186 +3%
BCA
848
Bay Colony Advisors
Massachusetts
$473K +$1.68K +21 +0.4%
HIC
849
Hartline Investment Corp
Illinois
$473K +$473K +5,904 New
APP
850
Avantax Planning Partners
Iowa
$470K +$45.3K +565 +11%
32 33
34
35 36