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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
FCA
1176
FinTrust Capital Advisors
South Carolina
$151K
TLA
1177
Tanglewood Legacy Advisors
Texas
$150K
PMFA
1178
Plante Moran Financial Advisors
Michigan
$149K -$7.3K -100 -5%
CB
1179
Centennial Bank
Arkansas
$146K
MCM
1180
MV Capital Management
Maryland
$145K +$2.04K +28 +2%
ST
1181
Smithfield Trust
Pennsylvania
$142K -$38.9K -533 -23%
AFWM
1182
Abich Financial Wealth Management
Virginia
$142K +$46.4K +635 +56%
HFM
1183
Hartford Financial Management
Connecticut
$138K +$730 +10 +0.6%
CT
1184
Caldwell Trust
Florida
$138K -$584 -8 -0.5%
EPW
1185
Evergreen Private Wealth
Colorado
$137K -$1.31K -18 -1%
AIM
1186
Acropolis Investment Management
Missouri
$136K -$21.2K -291 -15%
ATC
1187
Advantage Trust Company
Kansas
$133K
BWAM
1188
Boyd Watterson Asset Management
Ohio
$133K
WSCM
1189
Wellington Shields Capital Management
New York
$130K -$58.4K -800 -33%
AA
1190
Alta Advisers
United Kingdom
$128K
NC
1191
nVerses Capital
Florida
$128K +$117K +1,600 New
DIP
1192
DT Investment Partners
Pennsylvania
$124K
EWA
1193
EverSource Wealth Advisors
Alabama
$123K +$19.9K +272 +21%
CHA
1194
Carmichael Hill & Associates
Maryland
$122K
JWA
1195
JFS Wealth Advisors
Pennsylvania
$121K +$4.31K +59 +4%
TCOV
1196
Trust Company of Vermont
Vermont
$118K +$65.6K +898 +157%
CMP
1197
Coston McIsaac & Partners
Maine
$116K +$730 +10 +0.7%
CLOS
1198
Compagnie Lombard Odier SCmA
Switzerland
$112K
LTI
1199
Laffer Tengler Investments
Tennessee
$112K
MSFP
1200
Mark Sheptoff Financial Planning
Connecticut
$111K

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.