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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 %
DIA
1001
Dana Investment Advisors
Wisconsin
$299K -$22.2K -277 -7%
ONB
1002
Old National Bancorp
Indiana
$298K -$18K -225 -6%
CA
1003
CoreCap Advisors
Michigan
$297K -$35.3K -440 -11%
AIM
1004
Anchor Investment Management
South Carolina
$296K +$1.36K +17 +0.5%
CFP
1005
Cascade Financial Partners
California
$295K +$295K +3,747 New
VAM
1006
Verity Asset Management
North Carolina
$294K – – –
PWP
1007
Principle Wealth Partners
Connecticut
$293K -$18.8K -235 -6%
FW
1008
FirstPurpose Wealth
Utah
$293K -$7.67K -97 -3%
AA
1009
Advisory Alpha
Michigan
$291K +$291K +3,629 New
FCM
1010
Fourpath Capital Management
Oklahoma
$290K +$401 +5 +0.1%
CAC
1011
Certified Advisory Corp
Florida
$290K +$1.04K +13 +0.4%
CS
1012
Capital Square
Tennessee
$289K – – –
AWM
1013
Accel Wealth Management
Iowa
$287K +$39.7K +495 +16%
KCM
1014
Kathmere Capital Management
Pennsylvania
$287K +$2.57K +32 +0.9%
SAM
1015
Smartleaf Asset Management
Massachusetts
$285K +$237K +2,974 +488%
WSFS
1016
Wilmington Savings Fund Society
Delaware
$285K +$285K +3,554 New
FCMT
1017
Founders Capital Management (Texas)
Texas
$284K – – –
TCOO
1018
Trust Company of Oklahoma
Oklahoma
$282K +$160 +2 +0.1%
CCG
1019
Catalina Capital Group
California
$282K +$282K +3,514 New
GMA
1020
Glassy Mountain Advisors
Maryland
$281K -$36.1K -450 -11%
S
1021
Sunpointe
Missouri
$280K – – –
PMSA
1022
Patrick M. Sweeney & Associates
Illinois
$279K +$23.3K +291 +9%
DJSG
1023
D.J. St. Germain
Massachusetts
$278K -$20K -250 -7%
MFG
1024
MidWestOne Financial Group
Iowa
$278K -$117K -1,460 -30%
SF
1025
Symphony Financial
Texas
$277K -$514K -6,405 -65%
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