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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
FCP
1076
Fidelis Capital Partners
Florida
$242K -$235K -3,224 -52%
WIA
1077
Westbourne Investment Advisors
Maryland
$241K
CCB
1078
Country Club Bank
Missouri
$241K
FC
1079
Fulcrum Capital
Washington
$241K
MIM
1080
Merrion Investment Management
New Jersey
$241K
JPWM
1081
Jamison Private Wealth Management
Georgia
$240K +$365 +5 +0.2%
NP
1082
Nilsine Partners
Colorado
$240K +$219K +2,995 New
EFG
1083
Embree Financial Group
Illinois
$239K -$18.5K -253 -8%
HIC
1084
Holderness Investments Company
North Carolina
$238K
PNC
1085
Park National Corp
Ohio
$237K
FFB
1086
First Financial Bankshares
Texas
$234K -$12.4K -170 -6%
WA
1087
Waverly Advisors
Alabama
$234K +$213K +2,918 New
LWCFA
1088
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K
FNBTCON
1089
First National Bank & Trust Co of Newtown
Pennsylvania
$233K
EW
1090
Evoke Wealth
California
$230K +$209K +2,866 New
UCB
1091
United Community Bank
South Carolina
$230K +$1.68K +23 +0.8%
RFA
1092
Register Financial Advisors
Georgia
$229K +$209K +2,859 New
SWA
1093
Stratos Wealth Advisors
Ohio
$229K -$58.7K -804 -22%
RMC
1094
Resources Management Corp
Connecticut
$229K
EFSCE
1095
Enterprise Financial Services Corp (EFSC)
Missouri
$229K
GWM
1096
Glass Wealth Management
Texas
$229K +$208K +2,851 New
ACM
1097
Allred Capital Management
Texas
$228K +$208K +2,848 New
LWL
1098
Leo Wealth LLC
Texas
$228K +$208K +2,850 New
NCM
1099
Novare Capital Management
North Carolina
$228K +$207K +2,841 New
GWP
1100
Gen-Wealth Partners
Michigan
$227K +$207K +2,834 New

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.