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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
GFPC
1301
Global Financial Private Client
Florida
$18.3K
TFIAP
1302
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$17.6K +$16.1K +220 New
JFA
1303
JNBA Financial Advisors
Minnesota
$17.6K
WTC
1304
WhitTier Trust Company
Nevada
$17.6K
GKIM
1305
GW&K Investment Management
Massachusetts
$17K +$292 +4 +2%
FCAS
1306
First Command Advisory Services
Texas
$16.6K -$30.4K -416 -67%
BAM
1307
Byrne Asset Management
New Jersey
$16.2K -$876 -12 -6%
TSWM
1308
Tyler-Stone Wealth Management
Ohio
$16K
NI
1309
NCP Inc
California
$16K +$14.6K +200 New
SA
1310
SRH Advisors
Kansas
$15.8K
PCFFS
1311
Pacific Center for Financial Services
California
$14.7K
CWC
1312
Carolinas Wealth Consulting
North Carolina
$14.2K +$11.5K +157 +785%
SHIM
1313
Stone House Investment Management
Pennsylvania
$12.5K
CYG
1314
Clean Yield Group
Vermont
$12.4K
IA
1315
IFS Advisors
Kansas
$12.4K
WOC
1316
West Oak Capital
California
$12K
TFM
1317
TFC Financial Management
Massachusetts
$11.9K +$4.31K +59 +66%
MSG
1318
Main Street Group
Virginia
$11K +$10.1K +138 New
PAM
1319
Palisade Asset Management
Minnesota
$10.7K +$9.71K +133 New
GBT
1320
Grove Bank & Trust
Florida
$10.6K
WIA
1321
Wetzel Investment Advisors
Indiana
$10.5K
BL
1322
BFSG LLC
California
$10.4K +$146 +2 +2%
SJIM
1323
St. Johns Investment Management
Florida
$9.7K
VWA
1324
Valued Wealth Advisors
Utah
$9.55K +$2.77K +38 +47%
NC
1325
NewSquare Capital
Pennsylvania
$9.22K -$69K -945 -89%

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.