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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
PA
901
PSI Advisors
Florida
$398K -$88.8K -1,217 -20%
PL
902
Perpetual Ltd
Australia
$398K
OTL
903
Oak Thistle LLC
New York
$398K +$362K +4,961 New
GA
904
Geller Advisors
New York
$397K +$57.2K +783 +19%
WF
905
Welch & Forbes
Massachusetts
$395K -$141K -1,933 -28%
FWM
906
Fairhaven Wealth Management
Illinois
$392K +$357K +4,887 New
GP
907
Geneva Partners
Wisconsin
$392K -$237K -3,240 -40%
RIM
908
RW Investment Management
Idaho
$390K
SPL
909
Smart Portfolios LLC
Washington
$388K +$10.6K +145 +3%
HW
910
Hancock Whitney
Mississippi
$387K -$129K -1,771 -27%
Lazard Asset Management
911
Lazard Asset Management
New York
$385K -$82.5K -1,130 -19%
SG
912
StoneX Group
New York
$385K -$5.84K -80 -2%
MCM
913
Marathon Capital Management
Maryland
$385K -$14.6K -200 -4%
IPWA
914
International Private Wealth Advisors
California
$384K +$350K +4,789 New
PSC
915
Portman Square Capital
United Kingdom
$383K -$617K -8,453 -64%
SRC
916
Stone Run Capital
New York
$381K
Envestnet Portfolio Solutions
917
Envestnet Portfolio Solutions
Illinois
$381K +$61.6K +844 +22%
LSIA
918
LaSalle St. Investment Advisors
Illinois
$380K +$346K +4,743 New
ACP
919
Arcus Capital Partners
Georgia
$379K
VVP
920
Venture Visionary Partners
Ohio
$376K +$75.3K +1,032 +28%
MWM
921
Modera Wealth Management
New Jersey
$375K +$341K +4,677 New
DA
922
Duality Advisers
Florida
$375K +$341K +4,676 New
B
923
Bensler
Washington
$374K +$4.6K +63 +1%
ACI
924
Alpha Cubed Investments
California
$374K -$25K -343 -7%
EB
925
Emprise Bank
Kansas
$374K +$340K +4,659 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.