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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 %
WP
876
Wealthspan Partners
Iowa
$702K +$1.1K +11 +0.2%
CPIA
877
Cornell Pochily Investment Advisors
New York
$699K -$57.1K -569 -8%
MIM
878
Meixler Investment Management
Arizona
$696K -$107K -1,064 -13%
VFA
879
Valeo Financial Advisors
Indiana
$693K +$1.61K +16 +0.2%
JWM
880
JFG Wealth Management
Colorado
$693K – – –
MLL
881
Moody Lynn & Lieberson
Massachusetts
$693K +$6.23K +62 +0.9%
RFO
882
RiverGlades Family Offices
Florida
$693K – – –
EP
883
Edgestream Partners
New Jersey
$692K -$2.8M -27,879 -80%
FTWA
884
Fifth Third Wealth Advisors
Ohio
$691K -$933K -9,298 -57%
GWP
885
Gateway Wealth Partners
Wisconsin
$689K +$689K +6,858 New
WIS
886
Wright Investors Service
Connecticut
$686K -$1.43M -14,287 -68%
FZCM
887
Flynn Zito Capital Management
New York
$686K +$3.01K +30 +0.4%
FRM
888
Fox Run Management
Connecticut
$686K +$686K +6,832 New
TNBTD
889
Trustmark National Bank Trust Department
Mississippi
$682K – – –
LCM
890
LVM Capital Management
Michigan
$679K +$679K +6,765 New
AGC
891
Aspen Grove Capital
Colorado
$678K -$19.9K -198 -3%
KFS
892
Kaizen Financial Strategies
California
$675K +$2.31K +23 +0.3%
SIA
893
SeaBridge Investment Advisors
New Jersey
$673K -$35.9K -358 -5%
WA
894
Wealthstar Advisors
Texas
$673K +$673K +6,705 New
BPC
895
Bearing Point Capital
Minnesota
$668K +$668K +6,656 New
FNT
896
First National Trust
Pennsylvania
$665K – – –
BC
897
Burney Company
Virginia
$664K +$17.4K +173 +3%
EH
898
Equitable Holdings
New York
$662K +$43.7K +435 +7%
SCM
899
Stevens Capital Management
Pennsylvania
$661K +$661K +6,583 New
MA
900
MKT Advisors
California
$661K -$22.8K -209 -3%
34 35
36
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