We are live on ! Find out more

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
PWMAG
1051
Pinnacle Wealth Management Advisory Group
New Jersey
$315K +$19.9K +229 +7%
SPA
1052
Sherbrooke Park Advisers
New York
$314K +$300K +3,450 New
OFG
1053
Oxford Financial Group
Indiana
$314K -$4.79K -55 -2%
CAC
1054
Certified Advisory Corp
Florida
$314K -$17.1K -196 -5%
FCMT
1055
Founders Capital Management (Texas)
Texas
$314K
PWAC
1056
Private Wealth Advisors (California)
California
$313K +$3.31K +38 +1%
HR
1057
Hardy Reed
Mississippi
$311K +$4.44K +51 +2%
GWM
1058
Gray Wealth Management
Maine
$309K +$3.57K +41 +1%
PS
1059
Principal Securities
Iowa
$309K -$25.6K -294 -8%
UCB
1060
United Community Bank
South Carolina
$308K -$2.17K -25 -0.7%
LA
1061
LexAurum Advisors
Kansas
$307K -$1.8M -20,701 -86%
ACM
1062
AlphaStar Capital Management
North Carolina
$304K +$290K +3,338 New
ATI
1063
ARK & TLK Investments
Oklahoma
$304K -$34.8K -400 -11%
ST
1064
Sabal Trust
Florida
$304K
PA
1065
Promethium Advisors
Maryland
$304K +$290K +3,334 New
TCOO
1066
Trust Company of Oklahoma
Oklahoma
$303K -$7.13K -82 -2%
FCP
1067
Fidelis Capital Partners
Florida
$302K +$6.26K +72 +2%
AWA
1068
Arkadios Wealth Advisors
Georgia
$302K +$45.7K +525 +19%
CAL
1069
Capital Advisors Ltd
Ohio
$301K +$261 +3 +0.1%
WLPWM
1070
Walled Lake Planning & Wealth Management
Illinois
$298K +$3.31K +38 +1%
AIM
1071
Anchor Investment Management
South Carolina
$297K
FMWA
1072
Forvis Mazars Wealth Advisors
Missouri
$296K +$283K +3,247 New
FHA
1073
First Horizon Advisors
Tennessee
$294K -$3.22K -37 -1%
EW
1074
Evoke Wealth
California
$294K +$280K +3,223 New
VWM
1075
Venturi Wealth Management
Texas
$292K +$1.57K +18 +0.6%