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1,372 hedge funds and large institutions have $32.2B invested in Oneok in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 481 increasing their positions, 485 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 155 | 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: 1,3071,372 (+65)

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
1,372
Holders Change
+65
Holders Change %
+4.97%
% of All Funds
19.76%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.68%
New
155
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
MG
1401
Marex Group
-$295K -4,200 Closed
RFG
1402
Range Financial Group
Oregon
-$294K -4,188 Closed
Belvedere Trading
1403
Belvedere Trading
Illinois
-$292K -4,155 Closed
DA
1404
Denali Advisors
California
-$275K -3,914 Closed
SEEDPG
1405
S.E.E.D. Planning Group
New York
-$268K -3,810 Closed
FTA
1406
Financial & Tax Architects
Missouri
-$264K -3,755 Closed
KP
1407
Keel Point
Alabama
-$259K -3,684 Closed
TF
1408
Trek Financial
Arizona
-$256K -3,644 Closed
WEG
1409
World Equity Group
Illinois
-$244K -3,474 Closed
WSTAM
1410
Wilbanks Smith & Thomas Asset Management
Virginia
-$243K -3,462 Closed
PTCG
1411
Pring Turner Capital Group
California
-$236K -3,363 Closed
TSW
1412
Three Seasons Wealth
Utah
-$234K -3,330 Closed
GFS
1413
GYL Financial Synergies
Connecticut
-$233K -3,314 Closed
HPIA
1414
Hamilton Point Investment Advisors
North Carolina
-$225K -3,200 Closed
PMG
1415
ProVise Management Group
Florida
-$216K -3,083 Closed
EWA
1416
Emergent Wealth Advisors
New York
-$200K -2,850 Closed
LA
1417
LM Advisors
California
-$186K -2,645 Closed
SAI
1418
Systematic Alpha Investments
New Jersey
-$156K -2,218 Closed
WTA
1419
Washington Trust Advisors
Massachusetts
-$140K -2,000 Closed
GWS
1420
Glassman Wealth Services
Virginia
-$124K -1,763 Closed
BWM
1421
BKM Wealth Management
Wisconsin
-$107K -1,520 Closed
IRC
1422
Investors Research Corp
Georgia
-$96.8K -1,379 Closed
BCM
1423
Bourgeon Capital Management
Connecticut
-$90.9K -1,295 Closed
LSA
1424
Leonteq Securities AG
Switzerland
-$74.1K -1,055 Closed
TCWA
1425
Turtle Creek Wealth Advisors
Texas
-$71K -1,011 Closed

OKE Hedge Fund Activity: Q1 2024 in Review

1,372 of the 6,942 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: 155 funds opened new OKE positions and 73 closed out — a net gain of 82 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.

  • 1,372 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.
  • 155 funds opened new Oneok positions in Q1 2024 and 73 closed out, a net change of +82 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.