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1,024 hedge funds and large institutions have $19.7B invested in Oneok in 2023 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 390 increasing their positions, 359 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $190M | Put options by funds: $101M

24% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 83

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

9% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 359

0.19% less ownership

Funds ownership: 69.44%69.24% (-0.19%)

0% less funds holding

Funds holding: 1,0291,024 (-5)

1% less capital invested

Capital invested by funds: $20B → $19.7B (-$294M)

Holders
1,024
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
16.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.38%
New
103
Increased
390
Reduced
359
Closed
83
Calls
$190M
Puts
$101M
Net Calls
+$88.9M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
926
Heritage Wealth Advisors
Virginia
$38.1K
CSB
927
City State Bank
Iowa
$38K
RFG
928
RFP Financial Group
Georgia
$37.5K
EWM
929
Evermay Wealth Management
Virginia
$35.6K
LS
930
Livforsakringsbolaget Skandia
Sweden
$34.5K
TIM
931
Tortoise Investment Management
New York
$33K +$465 +7 +1%
MTIC
932
Missouri Trust & Investment Company
Missouri
$33K
IAS
933
IMA Advisory Services
Colorado
$32.2K -$15.4K -232 -31%
BONH
934
Bank of New Hampshire
New Hampshire
$31.8K
AA
935
Ancora Advisors
Ohio
$31.1K -$598 -9 -2%
QL
936
Quarry LP
New York
$31K +$32.4K +488 New
GBT
937
Grove Bank & Trust
Florida
$30.1K +$21.3K +321 +211%
MWA
938
Miller Wealth Advisors
Colorado
$29K +$54.2K +816 New
WP
939
WealthPLAN Partners
Nebraska
$28.8K +$30.1K +453 New
GWS
940
Glassman Wealth Services
Virginia
$28.5K +$7.71K +116 +35%
HC
941
Hoese & Co
Minnesota
$26.2K
FRA
942
Front Row Advisors
California
$26K -$266 -4 -1%
KFS
943
Kelly Financial Services
Massachusetts
$25K
CB
944
Community Bank
New York
$25K
ADL
945
Asset Dedication LLC
California
$25K
CTA
946
Colonial Trust Advisors
South Carolina
$25K -$332 -5 -1%
FCB
947
First Command Bank
Texas
$25K
FCFS
948
First Command Financial Services
Texas
$25K
AW
949
Avion Wealth
Texas
$24K +$864 +13 +4%
BWL
950
Bogart Wealth LLC
Virginia
$23.1K -$2.33K -35 -9%