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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
CRI
1001
Colonial River Investments
Virginia
$366K -$3.48K -40 -1%
CFP
1002
Cascade Financial Partners
California
$365K
RW
1003
Rede Wealth
Virginia
$365K
TAM
1004
TCP Asset Management
Ohio
$365K
MIM
1005
Merrion Investment Management
New Jersey
$365K +$87K +1,000 +33%
HNWAG
1006
High Net Worth Advisory Group
Florida
$365K
GM
1007
GeoWealth Management
Illinois
$364K +$5.92K +68 +2%
AHC
1008
Adell Harriman & Carpenter
Texas
$362K
PMSA
1009
Patrick M. Sweeney & Associates
Illinois
$361K +$27.2K +313 +9%
ONB
1010
Old National Bancorp
Indiana
$357K +$17.4K +200 +5%
SCA
1011
Stokes Capital Advisors
South Carolina
$356K
BIAS
1012
Beacon Investment Advisory Services
New Jersey
$356K
CCG
1013
Catalina Capital Group
California
$355K +$18.3K +210 +6%
IPWA
1014
International Private Wealth Advisors
California
$354K -$23.8K -273 -7%
TWP
1015
Tyche Wealth Partners
Texas
$354K
MAM
1016
Mystic Asset Management
Rhode Island
$354K -$8.7K -100 -3%
LA
1017
Lifeworks Advisors
Michigan
$353K +$337K +3,870 New
DIA
1018
Dana Investment Advisors
Wisconsin
$352K
PWA
1019
PCG Wealth Advisors
Kansas
$351K -$8.7K -100 -3%
MPWT
1020
MassMutual Private Wealth & Trust
Connecticut
$349K +$34.7K +399 +12%
KI
1021
Kapitalo Investimentos
Brazil
$348K +$332K +3,819 New
FMII
1022
Farmers & Merchants Investments Inc
Nebraska
$347K -$34.8K -400 -10%
MAM
1023
Morse Asset Management
Connecticut
$346K +$331K +3,800 New
HGA
1024
Hobbs Group Advisors
South Carolina
$346K +$174 +2 +0.1%
KCM
1025
Kathmere Capital Management
Pennsylvania
$345K +$13K +149 +4%