OKE icon

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 %
WF
901
Welch & Forbes
Massachusetts
$395K -$155K -1,933 -28%
FWM
902
Fairhaven Wealth Management
Illinois
$392K +$392K +4,887 New
GP
903
Geneva Partners
Wisconsin
$392K -$260K -3,240 -40%
RIM
904
RW Investment Management
Idaho
$390K – – –
SPL
905
Smart Portfolios LLC
Washington
$388K +$11.6K +145 +3%
HW
906
Hancock Whitney
Mississippi
$387K -$142K -1,771 -27%
Lazard Asset Management
907
Lazard Asset Management
New York
$385K -$90.4K -1,130 -19%
SG
908
StoneX Group
New York
$385K -$6.41K -80 -2%
MCM
909
Marathon Capital Management
Maryland
$385K -$16K -200 -4%
IPWA
910
International Private Wealth Advisors
California
$384K +$384K +4,789 New
PSC
911
Portman Square Capital
United Kingdom
$383K -$678K -8,453 -64%
SRC
912
Stone Run Capital
New York
$381K – – –
Envestnet Portfolio Solutions
913
Envestnet Portfolio Solutions
Illinois
$381K +$67.7K +844 +22%
LSIA
914
LaSalle St. Investment Advisors
Illinois
$380K +$380K +4,743 New
ACP
915
Arcus Capital Partners
Georgia
$379K – – –
VVP
916
Venture Visionary Partners
Ohio
$376K +$82.7K +1,032 +28%
MWM
917
Modera Wealth Management
New Jersey
$375K +$375K +4,677 New
DA
918
Duality Advisers
Florida
$375K +$375K +4,676 New
B
919
Bensler
Washington
$374K +$5.05K +63 +1%
ACI
920
Alpha Cubed Investments
California
$374K -$27.5K -343 -7%
EB
921
Emprise Bank
Kansas
$374K +$374K +4,659 New
ADMI
922
Albert D. Mason Inc
Massachusetts
$373K +$74.3K +926 +25%
Nomura Holdings
923
Nomura Holdings
Japan
$373K -$1.13M -14,063 -75%
NC
924
NovaPoint Capital
Georgia
$371K – – –
MWA
925
Meridian Wealth Advisors
Texas
$371K +$2.65K +33 +0.7%
35 36
37
38 39