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1,459 hedge funds and large institutions have $37.3B invested in Oneok in 2024 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 533 increasing their positions, 488 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 83

14% more capital invested

Capital invested by funds: $32.8B → $37.3B (+$4.49B)

4% more funds holding

Funds holding: 1,3991,459 (+60)

1.61% more ownership

Funds ownership: 69.04%70.65% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 488

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

4% less call options, than puts

Call options by funds: $519M | Put options by funds: $543M

Holders
1,459
Holders Change
+60
Holders Change %
+4.29%
% of All Funds
20.95%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
160
Increased
533
Reduced
488
Closed
83
Calls
$519M
Puts
$543M
Net Calls
-$24M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
976
Synovus Financial
Georgia
$389K +$141K +1,622 +61%
HSA
977
HBK Sorce Advisory
Pennsylvania
$387K -$1.91K -22 -0.5%
AIP
978
Almanack Investment Partners
Pennsylvania
$385K
RIA
979
Regal Investment Advisors
Michigan
$385K -$19.8K -227 -5%
BAM
980
BOS Asset Management
Illinois
$383K -$7.57K -87 -2%
FG
981
Fiduciary Group
Georgia
$383K
QWP
982
Quotient Wealth Partners
Texas
$382K -$55K -632 -13%
JCM
983
Jacobi Capital Management
Pennsylvania
$382K +$174 +2 +0%
ACI
984
Alpha Cubed Investments
California
$378K -$96.4K -1,108 -21%
BWL
985
Bogart Wealth LLC
Virginia
$377K -$1.22K -14 -0.3%
WF
986
Welch & Forbes
Massachusetts
$376K +$11.4K +131 +3%
MHR
987
Matthew Hamilton Rosenberg
$375K +$19.9K +229 +6%
VVP
988
Venture Visionary Partners
Ohio
$374K -$53.3K -613 -13%
CBT
989
CoreFirst Bank & Trust
Kansas
$374K
MIM
990
Marco Investment Management
Georgia
$374K
AWA
991
Aaron Wealth Advisors
Illinois
$373K +$39.6K +455 +13%
VBCG
992
Valley Brook Capital Group
Pennsylvania
$372K
KMWM
993
Keudell/Morrison Wealth Management
Oregon
$371K -$116K -1,329 -25%
PCM
994
Parsons Capital Management
Rhode Island
$371K
NGA
995
Naples Global Advisors
Florida
$370K
HNWA
996
Henrickson Nauta Wealth Advisors
Michigan
$369K
HCA
997
Heck Capital Advisors
Wisconsin
$369K -$10.3K -118 -3%
CFP
998
Catalyst Financial Partners
Massachusetts
$369K +$2.26K +26 +0.6%
IFWM
999
Institute for Wealth Management
Colorado
$368K +$522 +6 +0.1%
KDA
1000
Kraft Davis & Associates
Missouri
$366K