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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
FWM
1076
Focused Wealth Management
New York
$292K -$12.9K -148 -4%
APP
1077
Avantax Planning Partners
Iowa
$290K -$231K -2,657 -46%
CD
1078
Chapin Davis
Maryland
$288K
SCA
1079
Stillwater Capital Advisors
Pennsylvania
$286K +$273K +3,141 New
EWA
1080
EverSource Wealth Advisors
Alabama
$285K +$38.8K +446 +17%
FNA
1081
First National Advisers
Nebraska
$284K -$13.1K -150 -5%
CT
1082
Clearstead Trust
Maine
$284K -$3.48K -40 -1%
CS
1083
Capital Square
Tennessee
$283K -$43.5K -500 -14%
CI Investments Inc
1084
CI Investments Inc
Ontario, Canada
$283K +$76K +874 +39%
SEIA
1085
Signature Estate & Investment Advisors
California
$283K -$3.48K -40 -1%
MHIC
1086
Marble Harbor Investment Counsel
Massachusetts
$283K
CAM
1087
Cidel Asset Management
Ontario, Canada
$282K
HC
1088
Hamilton Capital
Ohio
$281K +$253K +2,905 New
SCA
1089
Sippican Capital Advisors
Massachusetts
$280K
NP
1090
Nilsine Partners
Colorado
$279K -$6.96K -80 -3%
NFG
1091
Norris Financial Group
South Carolina
$279K
TTWM
1092
TCV Trust & Wealth Management
Virginia
$278K
MWM
1093
Mosley Wealth Management
California
$277K
CIAS
1094
Capital Investment Advisory Services
North Carolina
$277K
CFD
1095
Creative Financial Designs
Indiana
$277K -$70.5K -810 -21%
RCM
1096
RB Capital Management
Nevada
$276K +$435 +5 +0.2%
NCFG
1097
New Century Financial Group
New Jersey
$276K +$264K +3,029 New
PCMN
1098
Paradigm Capital Management (Nevada)
Nevada
$275K +$262K +3,016 New
HBS
1099
Howard Bailey Securities
Indiana
$274K +$262K +3,007 New
FC
1100
Fulcrum Capital
Washington
$273K