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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
21.41%
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 %
SQA
1251
Simon Quick Advisors
New Jersey
$251K +$251K +2,502 New
VFM
1252
Vision Financial Markets
Connecticut
$251K +$251K +2,499 New
PNC
1253
Park National Corp
Ohio
$250K – – –
CCB
1254
Country Club Bank
Missouri
$249K – – –
YLHM
1255
Yelin Lapidot Holdings Management
Israel
$249K +$249K +2,480 New
BCA
1256
Bay Capital Advisors
Virginia
$249K +$249K +2,478 New
JPWM
1257
Jamison Private Wealth Management
Georgia
$249K – – –
HI
1258
Harbour Investments
Wisconsin
$248K -$5.32K -53 -2%
SCI
1259
Silver Coast Investments
United States
$248K – – –
LMKC
1260
L.M. Kohn & Company
Ohio
$247K +$10.5K +105 +4%
PJSIMP
1261
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K – – –
NL
1262
NWAM LLC
Washington
$245K -$904 -9 -0.4%
LA
1263
Legacy Advisors
Pennsylvania
$245K -$42K -418 -15%
BCWM
1264
Bartlett & Co Wealth Management
Ohio
$244K -$33.4K -333 -12%
SGI
1265
Summit Global Investments
Utah
$243K +$243K +2,422 New
POIA
1266
Pin Oak Investment Advisors
Texas
$242K – – –
ERIM
1267
Eagle Ridge Investment Management
Connecticut
$241K – – –
SIM
1268
Sentry Investment Management
Wisconsin
$241K -$11.5K -115 -5%
HA
1269
Helium Advisors
Washington
$240K +$240K +2,395 New
MTC
1270
Matrix Trust Company
Colorado
$240K +$208K +2,073 +650%
WI
1271
Westbourne Investments
Virginia
$240K +$240K +2,387 New
RAG
1272
RIA Advisory Group
Iowa
$239K +$239K +2,382 New
CFGW
1273
Chancellor Financial Group WB
Pennsylvania
$239K +$239K +2,379 New
FPGK
1274
Financial Partners Group (Kansas)
Kansas
$239K +$602 +6 +0.3%
PWA
1275
Physician Wealth Advisors
Utah
$238K – – –
49 50
51
52 53