1,297 hedge funds and large institutions have $28.8B invested in Oneok in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 453 increasing their positions, 477 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,297
Holders Change
+40
Holders Change %
+3.18%
% of All Funds
19.01%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.59%
New
166
Increased
453
Reduced
477
Closed
112
Calls
$332M
Puts
$253M
Net Calls
+$78.7M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
1001
PFG Investments
New York
$236K -$9.13K -130 -4%
PTCG
1002
Pring Turner Capital Group
California
$236K +$562 +8 +0.2%
ACA
1003
Aptus Capital Advisors
Alabama
$236K -$89K -1,268 -27%
PWAC
1004
Private Wealth Advisors (California)
California
$235K -$149K -2,123 -39%
CWP
1005
Concord Wealth Partners
Virginia
$235K -$7.86K -112 -3%
ST
1006
Sabal Trust
Florida
$234K
TSW
1007
Three Seasons Wealth
Utah
$234K -$70.6K -1,005 -23%
SCA
1008
Stonebridge Capital Advisors
Minnesota
$233K
OFG
1009
Oxford Financial Group
Indiana
$233K +$843 +12 +0.4%
GFS
1010
GYL Financial Synergies
Connecticut
$233K +$1.33K +19 +0.6%
GWM
1011
Gray Wealth Management
Maine
$230K +$2.74K +39 +1%
DWM
1012
Dakota Wealth Management
Florida
$230K +$230K +3,276 New
FWM
1013
Focused Wealth Management
New York
$230K +$3.02K +43 +1%
SS
1014
Sunbelt Securities
Texas
$227K -$101K -1,432 -31%
EFG
1015
Embree Financial Group
Illinois
$227K +$227K +3,236 New
RMC
1016
Regis Management Company
California
$227K
AG
1017
AlTi Global
New York
$225K +$225K +3,208 New
CAL
1018
Capital Advisors Ltd
Ohio
$225K -$44.3K -630 -16%
HPIA
1019
Hamilton Point Investment Advisors
North Carolina
$225K -$93.7K -1,334 -29%
EP
1020
Edgestream Partners
New Jersey
$224K -$1.54M -21,950 -87%
PMSA
1021
Patrick M. Sweeney & Associates
Illinois
$224K +$224K +3,195 New
GCM
1022
Gibraltar Capital Management
Oklahoma
$224K -$13.3K -190 -6%
MC
1023
Mathes Company
New York
$223K
EWM
1024
Evercore Wealth Management
New York
$221K +$221K +3,146 New
SCA
1025
Stillwater Capital Advisors
Pennsylvania
$221K +$221K +3,141 New