We are live on ! Find out more

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
BWP
1126
BSW Wealth Partners
Colorado
$214K +$195K +2,674 New
BBW
1127
Blue Barn Wealth
Utah
$214K +$195K +2,671 New
IP
1128
Ignite Planners
California
$214K +$196K +2,686 New
MC
1129
Mathes Company
New York
$214K -$36.5K -500 -16%
BFA
1130
Bill Few Associates
Pennsylvania
$214K +$195K +2,668 New
BSHC
1131
Breed's Hill Capital
Massachusetts
$214K +$195K +2,668 New
AF
1132
Apexium Financial
Texas
$212K +$193K +2,650 New
ECM
1133
EagleClaw Capital Management
Massachusetts
$211K +$192K +2,632 New
AGWCA
1134
Annis Gardner Whiting Capital Advisors
Florida
$210K
DAS
1135
Diversify Advisory Services
Utah
$209K +$191K +2,619 New
WT
1136
Washington Trust
Rhode Island
$208K
OBWG
1137
Onyx Bridge Wealth Group
New York
$207K +$187K +2,558 New
CC
1138
Copperleaf Capital
North Carolina
$207K +$189K +2,585 New
VCM
1139
Violich Capital Management
California
$207K +$188K +2,581 New
NRW
1140
Nova R Wealth
Kansas
$207K +$188K +2,580 New
RWG
1141
Ratio Wealth Group
Colorado
$207K +$188K +2,576 New
PGH
1142
Partners Group Holding
Switzerland
$207K +$188K +2,576 New
PFPT
1143
Pinnacle Financial Partners (Tennessee)
Tennessee
$206K -$38.1K -522 -17%
DWM
1144
Drive Wealth Management
Utah
$205K +$187K +2,560 New
PSP
1145
Pacific Sage Partners
Washington
$205K +$187K +2,560 New
EWM
1146
Empirical Wealth Management
Washington
$204K -$22.4K -307 -11%
PWPS
1147
Pinnacle Wealth Planning Services
Ohio
$204K +$186K +2,547 New
CIAS
1148
Capital Investment Advisory Services
North Carolina
$204K +$185K +2,541 New
CWM
1149
Concentric Wealth Management
California
$203K +$185K +2,534 New
B
1150
Bellecapital
Switzerland
$202K +$184K +2,519 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.