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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 %
IFWM
976
Institute for Wealth Management
Colorado
$321K +$641 +8 +0.2%
CGL
977
Clarius Group LLC
Washington
$321K -$26.5K -331 -8%
VPA
978
Vernal Point Advisors
California
$321K +$321K +4,002 New
TAM
979
TCP Asset Management
Ohio
$321K – – –
HNWA
980
Henrickson Nauta Wealth Advisors
Michigan
$321K – – –
FIM
981
Fernwood Investment Management
Massachusetts
$319K – – –
AHC
982
Adell Harriman & Carpenter
Texas
$318K – – –
HNWAG
983
High Net Worth Advisory Group
Florida
$318K – – –
SP
984
Stablepoint Partners
Massachusetts
$317K +$317K +3,951 New
HPM
985
Hoxton Planning & Management
West Virginia
$312K +$20.2K +252 +7%
AAG
986
Armstrong Advisory Group
Massachusetts
$311K – – –
1IA
987
1620 Investment Advisors
Massachusetts
$310K -$446K -2,444 -59%
PWA
988
PCG Wealth Advisors
Kansas
$309K -$15.2K -190 -5%
MW
989
Melia Wealth
Oklahoma
$306K – – –
CFD
990
Creative Financial Designs
Indiana
$306K +$2.73K +34 +0.9%
BB
991
Burford Brothers
Texas
$306K -$168K -2,100 -36%
IAS
992
Investment Advisory Services
Texas
$305K -$15.6K -194 -5%
KDA
993
Kraft Davis & Associates
Missouri
$305K – – –
FWTB
994
First Western Trust Bank
Colorado
$304K +$7.46K +93 +3%
NC
995
NBW Capital
Massachusetts
$303K -$802 -10 -0.3%
MCM
996
Mattern Capital Management
Colorado
$302K – – –
PGF
997
Plan Group Financial
Oklahoma
$302K +$321 +4 +0.1%
BCWM
998
Bartlett & Co Wealth Management
Ohio
$302K -$33.4K -417 -10%
GS
999
GTS Securities
New York
$301K -$367K -4,583 -55%
CA
1000
Callahan Advisors
Texas
$300K +$3.13K +39 +1%
38 39
40
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