1,257 hedge funds and large institutions have $24.9B invested in Oneok in 2023 Q3 according to their latest regulatory filings, with 301 funds opening new positions, 634 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+228
Holders Change %
+22.16%
% of All Funds
20.04%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.57%
New
301
Increased
634
Reduced
206
Closed
62
Calls
$300M
Puts
$269M
Net Calls
+$31.4M
Net Calls Change
-$49.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
976
Pinnacle Wealth Planning Services
Ohio
$251K -$3.53M -55,600 -93%
MWM
977
Modera Wealth Management
New Jersey
$250K +$250K +3,949 New
RVPG
978
Relative Value Partners Group
$250K +$250K +3,944 New
CC
979
Copperleaf Capital
North Carolina
$250K +$250K +3,935 New
SWMP
980
Signature Wealth Management Partners
New Jersey
$249K +$249K +3,918 New
CS
981
Capital Square
Tennessee
$248K +$248K +3,610 New
SF
982
Symphony Financial
Texas
$246K +$246K +3,960 New
KLWA
983
Kelly Lawrence W & Associates
California
$244K
VT
984
Vise Technologies
New York
$243K +$2.54K +40 +1%
CAL
985
Capital Advisors Ltd
Ohio
$243K +$242K +3,805 +16,543%
TC
986
TwinBeech Capital
New York
$243K +$243K +3,829 New
FW
987
FirstPurpose Wealth
Utah
$242K +$242K +3,815 New
SEEDPG
988
S.E.E.D. Planning Group
New York
$242K +$13.3K +209 +6%
SA
989
Syntax Advisors
New York
$241K -$18.5K -292 -7%
VCG
990
Vantage Consulting Group
Virginia
$241K -$18.5K -292 -7%
NC
991
NBW Capital
Massachusetts
$240K +$240K +3,780 New
APP
992
Avantax Planning Partners
Iowa
$240K +$240K +3,777 New
CG
993
CFO4Life Group
Texas
$239K +$239K +3,771 New
IFU
994
iSAM Funds (UK)
United Kingdom
$239K +$239K +3,771 New
MCM
995
Mattern Capital Management
Colorado
$239K +$239K +3,767 New
ADMI
996
Albert D. Mason Inc
Massachusetts
$238K +$63 +1 +0%
SWA
997
Stratos Wealth Advisors
Ohio
$238K +$238K +3,746 New
Empower Advisory Group
998
Empower Advisory Group
Colorado
$237K +$6.91K +109 +3%
BFM
999
Boothbay Fund Management
New York
$236K +$236K +3,727 New
MA
1000
MONECO Advisors
Connecticut
$234K +$234K +3,691 New