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Oneok
OKE

Overview Fund Activity

1,608 hedge funds and large institutions have $42.5B invested in Oneok in 2024 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 565 increasing their positions, 514 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,608
Holders Change
+160
Holders Change %
+11.05%
% of All Funds
21.4%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.69%
New
248
Increased
565
Reduced
514
Closed
69
Calls
$576M
Puts
$634M
Net Calls
-$58.2M
Net Calls Change
-$34.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$343M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$198M
3
CIA
ClearBridge Investments (Australia)
Australia
+$177M
4
BlackRock
BlackRock
New York
+$173M
5
UBS Group
UBS Group
Switzerland
+$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$325M
2
Invesco
Invesco
Georgia
-$111M
3
Barclays
Barclays
United Kingdom
-$90.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.7M
5
EIP
Energy Income Partners
Connecticut
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBW
1101
Blue Barn Wealth
Utah
$377K +$80.4K +801 +27%
TCOO
1102
Trust Company of Oklahoma
Oklahoma
$376K +$41.6K +414 +12%
PWA
1103
PCG Wealth Advisors
Kansas
$375K -$11K -110 -3%
CBT
1104
Crews Bank & Trust
Florida
$372K +$372K +3,701 New
HR
1105
Hardy Reed
Mississippi
$369K +$26.5K +264 +8%
GIA
1106
Gladstone Institutional Advisory
Florida
$368K +$368K +3,662 New
BTI
1107
Blue Trust Inc
Georgia
$366K -$220K -2,188 -37%
FWTB
1108
First Western Trust Bank
Colorado
$365K -$100 -1 -0%
IAS
1109
Investment Advisory Services
Texas
$363K +$1K +10 +0.3%
TAM
1110
TCP Asset Management
Ohio
$361K -$40.2K -400 -10%
AWA
1111
Arkadios Wealth Advisors
Georgia
$361K +$28.5K +284 +9%
NICM
1112
Neo Ivy Capital Management
New York
$359K -$439K -4,377 -55%
PWMAG
1113
Pinnacle Wealth Management Advisory Group
New Jersey
$356K +$9.34K +93 +3%
NME
1114
Notis-McConarty Edward
$354K – – –
PWP
1115
Principle Wealth Partners
Connecticut
$351K -$15.4K -153 -4%
GMA
1116
Glassy Mountain Advisors
Maryland
$351K – – –
BCM
1117
Birmingham Capital Management
Alabama
$351K – – –
OFG
1118
Oxford Financial Group
Indiana
$351K +$4.62K +46 +1%
TBT
1119
Texas Bank & Trust
Texas
$350K +$350K +3,490 New
CA
1120
Cornerstone Advisory
Maryland
$350K +$1.57K +16 +0.4%
DIA
1121
Dana Investment Advisors
Wisconsin
$349K -$39.8K -396 -10%
LI
1122
LifeWealth Investments
Florida
$348K +$348K +3,467 New
CAC
1123
Certified Advisory Corp
Florida
$347K +$1.61K +16 +0.5%
TNA
1124
True North Advisors
Texas
$347K – – –
FCMT
1125
Founders Capital Management (Texas)
Texas
$346K – – –
43 44
45
46 47