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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
FWM
1251
FSA Wealth Management
Massachusetts
$50.4K
CTB
1252
Country Trust Bank
Illinois
$50.1K
FIM
1253
FWL Investment Management
Texas
$48.7K +$44.3K +607 New
ICM
1254
Islay Capital Management
Texas
$48.1K
CCMW
1255
Cypress Capital Management (Wyoming)
Wyoming
$48K
QL
1256
Quarry LP
New York
$46.8K +$42.6K +584 New
FGAM
1257
Financial Gravity Asset Management
Texas
$46K -$174K -2,388 -80%
ADL
1258
Asset Dedication LLC
California
$45K
EWM
1259
Evermay Wealth Management
Virginia
$44.9K -$365 -5 -0.9%
TIM
1260
Tortoise Investment Management
New York
$44.1K +$511 +7 +1%
RG
1261
Retirement Group
California
$43.9K
MTIC
1262
Missouri Trust & Investment Company
Missouri
$41.6K
SWA
1263
SOA Wealth Advisors
New York
$40.9K
CSB
1264
City State Bank
Iowa
$40K -$7.3K -100 -17%
SNB
1265
Security National Bank
Nebraska
$39.7K
OIAM
1266
OFI Invest Asset Management
France
$39.6K -$6.72K -92 -15%
MLA
1267
MB, Levis & Associates
Pennsylvania
$39.5K +$511 +7 +1%
M
1268
MOTCO
Texas
$38.4K
GI
1269
Gradient Investments
Minnesota
$37.2K -$23.4K -321 -41%
QC
1270
Quent Capital
New York
$37K
MCM
1271
Manchester Capital Management
Vermont
$36.6K +$13.3K +182 +66%
HWA
1272
HHM Wealth Advisors
Tennessee
$36.1K
RCM
1273
Raleigh Capital Management
North Carolina
$35K -$11.3K -155 -26%
HIA
1274
Harbor Investment Advisory
Maryland
$33.7K
EWP
1275
Elevation Wealth Partners
California
$32.3K +$5.11K +70 +21%

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.