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1,373 hedge funds and large institutions have $32.2B invested in Oneok in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 482 increasing their positions, 485 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 73

18% more funds holding in top 10

Funds holding in top 10: 4047 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.2B (+$3.34B)

5% more funds holding

Funds holding: 1,3081,373 (+65)

8% more call options, than puts

Call options by funds: $418M | Put options by funds: $386M

1% less repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 485

1.58% less ownership

Funds ownership: 70.56%68.98% (-1.6%)

Holders
1,373
Holders Change
+65
Holders Change %
+4.97%
% of All Funds
19.78%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.68%
New
155
Increased
482
Reduced
485
Closed
73
Calls
$418M
Puts
$386M
Net Calls
+$31.8M
Net Calls Change
-$46.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1001
Mattern Capital Management
Colorado
$302K
PGF
1002
Plan Group Financial
Oklahoma
$302K +$292 +4 +0.1%
BCWM
1003
Bartlett & Co Wealth Management
Ohio
$302K -$30.4K -417 -10%
GS
1004
GTS Securities
New York
$301K -$335K -4,583 -55%
CA
1005
Callahan Advisors
Texas
$300K +$2.85K +39 +1%
DIA
1006
Dana Investment Advisors
Wisconsin
$299K -$20.2K -277 -7%
ONB
1007
Old National Bancorp
Indiana
$298K -$16.4K -225 -6%
CA
1008
CoreCap Advisors
Michigan
$297K -$32.1K -440 -11%
AIM
1009
Anchor Investment Management
South Carolina
$296K +$1.24K +17 +0.5%
CFP
1010
Cascade Financial Partners
California
$295K +$274K +3,747 New
VAM
1011
Verity Asset Management
North Carolina
$294K
PWP
1012
Principle Wealth Partners
Connecticut
$293K -$17.2K -235 -6%
FW
1013
FirstPurpose Wealth
Utah
$293K -$7.08K -97 -3%
AA
1014
Advisory Alpha
Michigan
$291K +$265K +3,629 New
FCM
1015
Fourpath Capital Management
Oklahoma
$290K +$365 +5 +0.1%
CAC
1016
Certified Advisory Corp
Florida
$290K +$949 +13 +0.4%
CS
1017
Capital Square
Tennessee
$289K
AWM
1018
Accel Wealth Management
Iowa
$287K +$36.1K +495 +16%
KCM
1019
Kathmere Capital Management
Pennsylvania
$287K +$2.34K +32 +0.9%
SAM
1020
Smartleaf Asset Management
Massachusetts
$285K +$217K +2,974 +488%
WSFS
1021
Wilmington Savings Fund Society
Delaware
$285K +$259K +3,554 New
FCMT
1022
Founders Capital Management (Texas)
Texas
$284K
TCOO
1023
Trust Company of Oklahoma
Oklahoma
$282K +$146 +2 +0.1%
CCG
1024
Catalina Capital Group
California
$282K +$257K +3,514 New
GMA
1025
Glassy Mountain Advisors
Maryland
$281K -$32.8K -450 -11%

OKE Hedge Fund Activity: Q1 2024 in Review

1,373 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q1 2024, worth a combined $32.2B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new OKE positions and 73 closed out — a net gain of 82 holders — while 482 added to existing stakes and 485 trimmed.

The largest buyer was Charles Schwab, adding an estimated $305M. The largest seller was Morgan Stanley, cutting an estimated $560M.

  • 1,373 institutional investors held Oneok (OKE) as of Q1 2024, up from 1,308 in Q4 2023.
  • Funds reported $32.2B of Oneok stock for Q1 2024, up 12% quarter-over-quarter.
  • 155 funds opened new Oneok positions in Q1 2024 and 73 closed out, a net change of +82 holders.
  • The largest Oneok buyer in Q1 2024 was Charles Schwab, an estimated $305M added.
  • The largest Oneok seller in Q1 2024 was Morgan Stanley, an estimated $560M sold.

Based on aggregated 13F filings for Q1 2024.