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Oneok
OKE

Overview Fund Activity

1,448 hedge funds and large institutions have $36.8B invested in Oneok in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 527 increasing their positions, 487 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+57
Holders Change %
+4.1%
% of All Funds
20.94%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
158
Increased
527
Reduced
487
Closed
83
Calls
$519M
Puts
$543M
Net Calls
-$24M
Net Calls Change
-$27.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$236M
2
Bank of America
Bank of America
North Carolina
+$82M
3
Invesco
Invesco
Georgia
+$72.8M
4
Morgan Stanley
Morgan Stanley
New York
+$62.1M
5
Charles Schwab
Charles Schwab
California
+$60.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$185M
2
Millennium Management
Millennium Management
New York
-$118M
3
Deutsche Bank
Deutsche Bank
Germany
-$77.1M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$42.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
1226
M&R Capital Management
New Jersey
$178K – – –
ATC
1227
Adirondack Trust Company
New York
$176K – – –
CCC
1228
Chelsea Counsel Company
California
$172K – – –
PMFA
1229
Plante Moran Financial Advisors
Michigan
$170K +$638 +7 +0.4%
TLA
1230
Tanglewood Legacy Advisors
Texas
$170K – – –
MCM
1231
MV Capital Management
Maryland
$167K +$1.37K +15 +0.8%
YDMI
1232
Y.D. More Investments
Israel
$167K +$4.56K +50 +3%
CH
1233
Cromwell Holdings
Wyoming
$166K – – –
WSCM
1234
Wellington Shields Capital Management
New York
$164K +$15.9K +174 +11%
DIP
1235
DT Investment Partners
Pennsylvania
$164K +$23.1K +254 +16%
ST
1236
Smithfield Trust
Pennsylvania
$161K – – –
HPC
1237
HM Payson & Co
Maine
$161K +$9.57K +105 +6%
HFM
1238
Hartford Financial Management
Connecticut
$158K +$729 +8 +0.5%
GGI
1239
Godsey & Gibb Inc
Virginia
$158K +$54.9K +603 +53%
QL
1240
Quarry LP
New York
$158K +$158K +1,730 New
AIM
1241
Acropolis Investment Management
Missouri
$156K +$365 +4 +0.2%
EPW
1242
Evergreen Private Wealth
Colorado
$155K +$91 +1 +0.1%
CA
1243
Continuum Advisory
Idaho
$155K +$49.1K +455 +46%
ATC
1244
Advantage Trust Company
Kansas
$151K – – –
BWAM
1245
Boyd Watterson Asset Management
Ohio
$151K – – –
LI
1246
LRI Investments
Florida
$149K – – –
IHWM
1247
Iron Horse Wealth Management
Iowa
$148K +$4.01K +44 +3%
FIM
1248
FWL Investment Management
Texas
$146K – – –
AA
1249
Alta Advisers
United Kingdom
$146K – – –
Federated Hermes
1250
Federated Hermes
Pennsylvania
$141K -$1.11M -12,178 -89%
48 49
50
51 52