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1,459 hedge funds and large institutions have $37.3B invested in Oneok in 2024 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 533 increasing their positions, 488 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 83

14% more capital invested

Capital invested by funds: $32.8B → $37.3B (+$4.49B)

4% more funds holding

Funds holding: 1,3991,459 (+60)

1.61% more ownership

Funds ownership: 69.04%70.65% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 488

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

4% less call options, than puts

Call options by funds: $519M | Put options by funds: $543M

Holders
1,459
Holders Change
+60
Holders Change %
+4.29%
% of All Funds
20.95%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
160
Increased
533
Reduced
488
Closed
83
Calls
$519M
Puts
$543M
Net Calls
-$24M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1251
Acropolis Investment Management
Missouri
$156K +$348 +4 +0.2%
EPW
1252
Evergreen Private Wealth
Colorado
$155K +$87 +1 +0.1%
CA
1253
Continuum Advisory
Idaho
$155K +$39.6K +455 +46%
ATC
1254
Advantage Trust Company
Kansas
$151K
BWAM
1255
Boyd Watterson Asset Management
Ohio
$151K
LI
1256
LRI Investments
Florida
$149K
IHWM
1257
Iron Horse Wealth Management
Iowa
$148K +$3.83K +44 +3%
FIM
1258
FWL Investment Management
Texas
$146K
AA
1259
Alta Advisers
United Kingdom
$146K
Federated Hermes
1260
Federated Hermes
Pennsylvania
$141K -$1.06M -12,178 -89%
JWA
1261
JFS Wealth Advisors
Pennsylvania
$141K +$522 +6 +0.4%
CHA
1262
Carmichael Hill & Associates
Maryland
$139K
PCTC
1263
Perkins Coie Trust Company
Washington
$137K +$43.5K +500 +50%
GEA
1264
Glen Eagle Advisors
New Jersey
$136K
JIP
1265
Jaffetilchin Investment Partners
Florida
$131K +$125K +1,439 New
NC
1266
nVerses Capital
Florida
$128K -$374K -4,300 -75%
CLOS
1267
Compagnie Lombard Odier SCmA
Switzerland
$128K
MSFP
1268
Mark Sheptoff Financial Planning
Connecticut
$126K
TPCW
1269
TD Private Client Wealth
New York
$125K -$2.96K -34 -2%
CA
1270
Crewe Advisors
Utah
$123K -$75.4K -867 -39%
FMP
1271
Financial Management Professionals
Texas
$123K +$2.26K +26 +2%
AW
1272
Avion Wealth
Texas
$122K +$870 +10 +0.7%
KFI
1273
Key Financial Inc
Pennsylvania
$121K +$1.04K +12 +0.9%
HBT
1274
Hills Bank & Trust
Iowa
$121K
ATS
1275
Ashton Thomas Securities
New York
$115K +$110K +1,262 New