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Oneok
OKE

Overview Fund Activity

1,365 hedge funds and large institutions have $32.1B invested in Oneok in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 479 increasing their positions, 483 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
+68
Holders Change %
+5.24%
% of All Funds
19.79%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.68%
New
154
Increased
479
Reduced
483
Closed
69
Calls
$418M
Puts
$386M
Net Calls
+$31.8M
Net Calls Change
-$46.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.33B
2
KACA
Kayne Anderson Capital Advisors
California
$297M
3
CC
Covalis Capital
United Kingdom
$68.4M
4
UBS Group
UBS Group
Switzerland
$351M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$256M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$762M
2
BlackRock
BlackRock
New York
$4.1B
3
State Street
State Street
Massachusetts
$3.01B
4
Goldman Sachs
Goldman Sachs
New York
$328M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$424K
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
1401
World Equity Group
Illinois
– -$244K -3,474 Closed
WSTAM
1402
Wilbanks Smith & Thomas Asset Management
Virginia
– -$243K -3,462 Closed
PTCG
1403
Pring Turner Capital Group
California
– -$236K -3,363 Closed
TSW
1404
Three Seasons Wealth
Utah
– -$234K -3,330 Closed
GFS
1405
GYL Financial Synergies
Connecticut
– -$233K -3,314 Closed
HPIA
1406
Hamilton Point Investment Advisors
North Carolina
– -$225K -3,200 Closed
PMG
1407
ProVise Management Group
Florida
– -$216K -3,083 Closed
LA
1408
LM Advisors
California
– -$186K -2,645 Closed
SAI
1409
Systematic Alpha Investments
New Jersey
– -$156K -2,218 Closed
WTA
1410
Washington Trust Advisors
Massachusetts
– -$140K -2,000 Closed
GWS
1411
Glassman Wealth Services
Virginia
– -$124K -1,763 Closed
BWM
1412
BKM Wealth Management
Wisconsin
– -$107K -1,520 Closed
IRC
1413
Investors Research Corp
Georgia
– -$96.8K -1,379 Closed
BCM
1414
Bourgeon Capital Management
Connecticut
– -$90.9K -1,295 Closed
TCWA
1415
Turtle Creek Wealth Advisors
Texas
– -$71K -1,011 Closed
RIM
1416
Rockbridge Investment Management
New York
– -$59.8K -852 Closed
AP
1417
Arlington Partners
Alabama
– -$45.3K -645 Closed
WTG
1418
West Tower Group
Virginia
– -$23.9K -341 Closed
RFA
1419
Resurgent Financial Advisors
Georgia
– -$23.5K -334 Closed
TVAMP
1420
Tennessee Valley Asset Management Partners
Tennessee
– -$20.9K -297 Closed
ME
1421
McIlrath & Eck
Washington
– -$14.4K -205 Closed
GG
1422
Greenwood Gearhart
Arkansas
– -$13.6K -193 Closed
MIM
1423
Macroview Investment Management
Maryland
– -$12.4K -177 Closed
FWA
1424
FSC Wealth Advisors
New York
– -$11.7K -166 Closed
Loomis, Sayles & Company
1425
Loomis, Sayles & Company
Massachusetts
– -$11K -155 Closed
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