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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 %
AWAG
1201
ARS Wealth Advisors Group
Florida
$276K – – –
CIS
1202
Custom Index Systems
New York
$276K +$276K +2,747 New
DWM
1203
Drive Wealth Management
Utah
$275K +$5.32K +53 +2%
IP
1204
Ignite Planners
California
$275K – – –
EWM
1205
Evercore Wealth Management
New York
$275K +$42.4K +422 +18%
CP
1206
Covenant Partners
Tennessee
$274K – – –
PB
1207
Pinnacle Bancorp
Nebraska
$273K – – –
LWL
1208
Leo Wealth LLC
Texas
$272K -$6.02K -60 -2%
LFA
1209
Legacy Financial Advisors
Kentucky
$272K +$31.1K +310 +13%
KFGK
1210
Keystone Financial Group (Kentucky)
Kentucky
$272K +$502 +5 +0.2%
TFM
1211
Trademark Financial Management
Minnesota
$272K – – –
ET
1212
Equitable Trust
Tennessee
$271K -$233K -2,317 -46%
AW
1213
Apricus Wealth
South Carolina
$271K – – –
CLA
1214
Carnegie Lake Advisors
New Jersey
$270K – – –
AW
1215
Atlas Wealth
Ohio
$270K +$270K +2,689 New
MC
1216
Mathes Company
New York
$269K – – –
SCA
1217
Stonebridge Capital Advisors
Minnesota
$269K – – –
CT
1218
Clearstead Trust
Maine
$267K -$45.6K -454 -15%
CA
1219
CGN Advisors
Kansas
$266K +$266K +2,651 New
SFG
1220
Sovereign Financial Group
Connecticut
$266K -$8.33K -83 -3%
AG
1221
AlTi Global
New York
$266K – – –
AGWCA
1222
Annis Gardner Whiting Capital Advisors
Florida
$266K -$8.63K -86 -3%
MAG
1223
Mayfair Advisory Group
Alabama
$266K – – –
MCM
1224
Manchester Capital Management
Vermont
$265K -$201 -2 -0.1%
SEIA
1225
Signature Estate & Investment Advisors
California
$265K -$47K -468 -15%
47 48
49
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