We are live on ! Find out more

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
S
1026
Sunpointe
Missouri
$280K
PMSA
1027
Patrick M. Sweeney & Associates
Illinois
$279K +$21.2K +291 +9%
DJSG
1028
D.J. St. Germain
Massachusetts
$278K -$18.2K -250 -7%
MFG
1029
MidWestOne Financial Group
Iowa
$278K -$107K -1,460 -30%
SF
1030
Symphony Financial
Texas
$277K -$468K -6,405 -65%
FHA
1031
First Horizon Advisors
Tennessee
$277K +$38.5K +528 +18%
BIAS
1032
Beacon Investment Advisory Services
New Jersey
$275K
MAM
1033
Mystic Asset Management
Rhode Island
$275K +$32.1K +440 +15%
PI
1034
PineBridge Investments
New York
$275K
TWA
1035
TCI Wealth Advisors
Arizona
$274K +$250K +3,418 New
GM
1036
GeoWealth Management
Illinois
$273K +$249K +3,406 New
OFG
1037
Oxford Financial Group
Indiana
$273K +$6.06K +83 +2%
A
1038
AJOVista
Massachusetts
$271K
RVPG
1039
Relative Value Partners Group
$270K
KFGK
1040
Keystone Financial Group (Kentucky)
Kentucky
$269K +$28.4K +389 +13%
ST
1041
Sabal Trust
Florida
$267K
GWM
1042
Gray Wealth Management
Maine
$266K +$2.77K +38 +1%
FWM
1043
Focused Wealth Management
New York
$265K +$3.07K +42 +1%
PWAC
1044
Private Wealth Advisors (California)
California
$265K -$2.92K -40 -1%
AWA
1045
Aaron Wealth Advisors
Illinois
$265K +$241K +3,304 New
CAM
1046
CenterStar Asset Management
Illinois
$264K +$240K +3,293 New
FIA
1047
Foundations Investment Advisors
Arizona
$263K -$76.7K -1,051 -24%
FNA
1048
First National Advisers
Nebraska
$262K +$239K +3,271 New
CAL
1049
Capital Advisors Ltd
Ohio
$262K +$5.55K +76 +2%
Empower Advisory Group
1050
Empower Advisory Group
Colorado
$261K -$14.1K -193 -6%

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.