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Oneok
OKE

Overview Fund Activity

1,365 hedge funds and large institutions have $32.1B invested in Oneok in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 479 increasing their positions, 483 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
+68
Holders Change %
+5.24%
% of All Funds
19.79%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.68%
New
154
Increased
479
Reduced
483
Closed
69
Calls
$418M
Puts
$386M
Net Calls
+$31.8M
Net Calls Change
-$46.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$335M
2
KACA
Kayne Anderson Capital Advisors
California
+$66.2M
3
CC
Covalis Capital
United Kingdom
+$64.9M
4
UBS Group
UBS Group
Switzerland
+$47.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$40M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$615M
2
BlackRock
BlackRock
New York
-$118M
3
State Street
State Street
Massachusetts
-$88.7M
4
Goldman Sachs
Goldman Sachs
New York
-$85.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
1176
Abich Financial Wealth Management
Virginia
$142K +$50.9K +635 +56%
HFM
1177
Hartford Financial Management
Connecticut
$138K +$802 +10 +0.6%
EPW
1178
Evergreen Private Wealth
Colorado
$137K -$1.44K -18 -1%
AIM
1179
Acropolis Investment Management
Missouri
$136K -$23.3K -291 -15%
ATC
1180
Advantage Trust Company
Kansas
$133K – – –
BWAM
1181
Boyd Watterson Asset Management
Ohio
$133K – – –
WSCM
1182
Wellington Shields Capital Management
New York
$130K -$64.1K -800 -33%
AA
1183
Alta Advisers
United Kingdom
$128K – – –
NC
1184
nVerses Capital
Florida
$128K +$128K +1,600 New
DIP
1185
DT Investment Partners
Pennsylvania
$124K – – –
EWA
1186
EverSource Wealth Advisors
Alabama
$123K +$21.5K +272 +21%
CHA
1187
Carmichael Hill & Associates
Maryland
$122K – – –
JWA
1188
JFS Wealth Advisors
Pennsylvania
$121K +$4.73K +59 +4%
TCOV
1189
Trust Company of Vermont
Vermont
$118K +$72K +898 +157%
CMP
1190
Coston McIsaac & Partners
Maine
$116K +$796 +10 +0.7%
CLOS
1191
Compagnie Lombard Odier SCmA
Switzerland
$112K – – –
LTI
1192
Laffer Tengler Investments
Tennessee
$112K – – –
MSFP
1193
Mark Sheptoff Financial Planning
Connecticut
$111K – – –
LI
1194
LRI Investments
Florida
$111K +$111K +1,383 New
TPCW
1195
TD Private Client Wealth
New York
$110K +$15.1K +188 +16%
LS
1196
Livforsakringsbolaget Skandia
Sweden
$108K – – –
HBT
1197
Hills Bank & Trust
Iowa
$107K +$107K +1,332 New
KFI
1198
Key Financial Inc
Pennsylvania
$106K – – –
FMP
1199
Financial Management Professionals
Texas
$105K – – –
MWA
1200
Miller Wealth Advisors
Colorado
$103K – – –
46 47
48
49 50