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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
BWP
1101
BSW Wealth Partners
Colorado
$273K +$27.8K +319 +12%
WIA
1102
Westbourne Investment Advisors
Maryland
$273K
D
1103
Diversified
Delaware
$271K -$22.4K -257 -8%
DE
1104
Diversified Enterprises
Delaware
$271K +$259K +2,976 New
BBW
1105
Blue Barn Wealth
Utah
$269K -$957 -11 -0.4%
PFA
1106
Pinnacle Family Advisors
Missouri
$267K +$13.4K +154 +6%
HCM
1107
Hengehold Capital Management
Ohio
$266K +$254K +2,916 New
CWM
1108
Congress Wealth Management
Massachusetts
$265K -$912K -10,485 -78%
FNBTCON
1109
First National Bank & Trust Co of Newtown
Pennsylvania
$265K
DJSG
1110
D.J. St. Germain
Massachusetts
$261K
HIC
1111
Holderness Investments Company
North Carolina
$261K
ACM
1112
Allred Capital Management
Texas
$261K +$261 +3 +0.1%
LA
1113
Legacy Advisors
Pennsylvania
$261K +$249K +2,859 New
RMC
1114
Resources Management Corp
Connecticut
$260K
GWM
1115
Glass Wealth Management
Texas
$260K
SWA
1116
Stratos Wealth Advisors
Ohio
$259K -$1.65K -19 -0.7%
BTWM
1117
Baker Tilly Wealth Management
Wisconsin
$259K -$40.5K -465 -14%
RWM
1118
Rench Wealth Management
Texas
$258K +$2.78K +32 +1%
AMBIA
1119
Allen Mooney & Barnes Investment Advisors
Georgia
$255K +$244K +2,800 New
HFM
1120
Harvest Fund Management
China
$253K -$15.4K -177 -6%
LWL
1121
Leo Wealth LLC
Texas
$253K -$12.1K -139 -5%
RFA
1122
Register Financial Advisors
Georgia
$252K -$8.27K -95 -3%
MAG
1123
Mayfair Advisory Group
Alabama
$252K -$2.44K -28 -1%
BCWM
1124
Bartlett & Co Wealth Management
Ohio
$252K
RHP
1125
Royal Harbor Partners
Texas
$252K