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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 %
ABLA
901
Alan B. Lancz & Associates
Ohio
$659K -$120K -1,200 -15%
FWA
902
Flagship Wealth Advisors
Massachusetts
$658K +$658K +6,556 New
TPW
903
Talon Private Wealth
Florida
$657K +$82.1K +818 +14%
QIM
904
Quantitative Investment Management
Virginia
$655K +$655K +6,524 New
DT
905
Diversified Trust
Tennessee
$654K +$189K +1,883 +41%
VWM
906
Venturi Wealth Management
Texas
$652K +$329K +3,281 +102%
NSIM
907
North Star Investment Management
Illinois
$649K -$10K -100 -2%
CCG
908
Cypress Capital Group
Florida
$646K -$518K -5,158 -45%
CFO
909
Callan Family Office
Pennsylvania
$646K +$646K +6,432 New
MOS
910
MGO One Seven
Ohio
$646K -$51.3K -511 -7%
PA
911
PFG Advisors
Arizona
$645K +$18.9K +188 +3%
VWA
912
Visionary Wealth Advisors
Illinois
$635K +$13.3K +132 +2%
FFA
913
First Foundation Advisors
California
$634K -$58.5K -583 -8%
CI Investments Inc
914
CI Investments Inc
Ontario, Canada
$632K +$320K +3,184 +103%
TL
915
Tradewinds LLC
North Carolina
$627K – – –
LSIA
916
LaSalle St. Investment Advisors
Illinois
$621K +$131K +1,302 +27%
HTC
917
Haverford Trust Company
Pennsylvania
$617K -$393K -3,917 -39%
DI
918
Diligent Investors
California
$616K – – –
ECG
919
Edge Capital Group
Georgia
$616K +$2.01K +20 +0.3%
MCCA
920
Mill Creek Capital Advisors
Pennsylvania
$615K +$615K +6,121 New
GL
921
Graypoint LLC
New York
$613K -$33.1K -330 -5%
IF
922
Intrua Financial
Texas
$613K -$137K -1,363 -18%
PPWP
923
Premier Path Wealth Partners
New Jersey
$611K +$15.7K +156 +3%
HFM
924
Harvest Fund Management
China
$608K +$330K +3,281 +118%
RMDI
925
R.M. Davis Inc
Maine
$606K +$26.7K +266 +5%
35 36
37
38 39