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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
HFS
1226
HBC Financial Services
Washington
$76K
SIC
1227
SJS Investment Consulting
Ohio
$75.8K
GCM
1228
Gables Capital Management
Florida
$74.8K
EBA
1229
Eagle Bay Advisors
New York
$74.1K +$65.7K +900 +3,750%
CTWM
1230
Cherry Tree Wealth Management
Minnesota
$73.8K
HWA
1231
Heritage Wealth Advisors
Virginia
$72.2K -$63.2K -866 -49%
AT
1232
Arlington Trust
Alabama
$66.4K -$730 -10 -1%
AssetMark Inc
1233
AssetMark Inc
California
$65.8K -$4.96K -68 -8%
WIM
1234
Westside Investment Management
California
$64.1K
RA
1235
Rational Advisors
New York
$62K
OC
1236
Oakworth Capital
Alabama
$61.3K
CJ
1237
Caitlin John
Michigan
$59.1K -$2.12K -29 -4%
BAM
1238
Bellevue Asset Management
Washington
$59.1K +$438 +6 +0.8%
SC
1239
SouthState Corp
Florida
$58.8K -$83.1K -1,138 -61%
ECM
1240
Estabrook Capital Management
New York
$58.7K
PGAM
1241
Princeton Global Asset Management
New Jersey
$57.9K -$142K -1,946 -73%
CFO
1242
CVA Family Office
Colorado
$57.2K -$6.86K -94 -12%
BONH
1243
Bank of New Hampshire
New Hampshire
$56.1K
CFFP
1244
Center for Financial Planning
Michigan
$55.9K +$4.67K +64 +10%
B
1245
Birchbrook
Maine
$53.5K
DMBA
1246
Deseret Mutual Benefit Administrators
Utah
$53.5K
FFC
1247
First Financial Corp
Indiana
$53.5K
RFG
1248
RFP Financial Group
Georgia
$51.5K
BCMLT
1249
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.3K +$16.9K +232 +57%
PK
1250
Pflug Koory
Nebraska
$50.5K -$365 -5 -0.8%

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.