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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 156 funds opening new positions, 481 increasing their positions, 485 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 156 | 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: 1,3071,373 (+66)

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: 481 | Existing positions reduced: 485

1.58% less ownership

Funds ownership: 70.56%68.98% (-1.6%)

Holders
1,373
Holders Change
+66
Holders Change %
+5.05%
% 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
156
Increased
481
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
PBO
1101
Peoples Bank (Ohio)
Ohio
$227K -$46.4K -636 -18%
VWM
1102
Venturi Wealth Management
Texas
$225K +$10.4K +142 +5%
KIA
1103
KCM Investment Advisors
California
$224K -$9.71K -133 -5%
FWP
1104
Firethorn Wealth Partners
Georgia
$224K +$204K +2,794 New
XF
1105
XML Financial
Maryland
$224K +$204K +2,791 New
VAS
1106
Vestmark Advisory Solutions
Massachusetts
$222K +$202K +2,767 New
BIM
1107
Bridges Investment Management
Nebraska
$222K -$14.6K -200 -7%
AAIS
1108
ABN AMRO Investment Solutions
$222K +$202K +2,766 New
ZIM
1109
Zacks Investment Management
Illinois
$221K +$202K +2,761 New
RHP
1110
Royal Harbor Partners
Texas
$221K +$202K +2,761 New
RWM
1111
Rench Wealth Management
Texas
$221K -$105K -1,441 -34%
CP
1112
Covenant Partners
Tennessee
$221K +$201K +2,757 New
EWM
1113
Evercore Wealth Management
New York
$220K -$29.6K -406 -13%
AC
1114
Allstate Corporation
Illinois
$219K -$8.54K -117 -4%
CCP
1115
Clarkston Capital Partners
Michigan
$219K +$200K +2,734 New
ATI
1116
ARK & TLK Investments
Oklahoma
$219K -$54.7K -750 -22%
CASC
1117
Coppell Advisory Solutions Corp
Texas
$218K +$199K +2,722 New
PB
1118
Pinnacle Bancorp
Nebraska
$218K
BFAG
1119
Blackston Financial Advisory Group
Florida
$218K -$277K -3,789 -58%
CAMG
1120
CWA Asset Management Group
Florida
$218K +$198K +2,715 New
SFG
1121
Sovereign Financial Group
Connecticut
$218K +$198K +2,714 New
LWMG
1122
Levy Wealth Management Group
Pennsylvania
$217K
CPP
1123
Capasso Planning Partners
South Carolina
$216K +$197K +2,699 New
HCM
1124
Highlander Capital Management
New Jersey
$215K
MAG
1125
Mayfair Advisory Group
Alabama
$215K +$195K +2,676 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: 156 funds opened new OKE positions and 73 closed out — a net gain of 83 holders — while 481 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 1,307 in Q4 2023.
  • Funds reported $32.2B of Oneok stock for Q1 2024, up 12% quarter-over-quarter.
  • 156 funds opened new Oneok positions in Q1 2024 and 73 closed out, a net change of +83 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.