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1,627 hedge funds and large institutions have $42.6B invested in Oneok in 2024 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 571 increasing their positions, 518 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 69

33% more funds holding in top 10

Funds holding in top 10: 3952 (+13)

14% more capital invested

Capital invested by funds: $37.3B → $42.6B (+$5.25B)

11% more funds holding

Funds holding: 1,4601,627 (+167)

10% more repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 518

1.93% more ownership

Funds ownership: 70.65%72.58% (+1.9%)

9% less call options, than puts

Call options by funds: $576M | Put options by funds: $634M

Holders
1,627
Holders Change
+167
Holders Change %
+11.44%
% of All Funds
21.43%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.68%
New
255
Increased
571
Reduced
518
Closed
69
Calls
$576M
Puts
$634M
Net Calls
-$58.2M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1401
Penserra Capital Management
California
$148K +$151K +1,480 New
CLOS
1402
Compagnie Lombard Odier SCmA
Switzerland
$141K
MSFP
1403
Mark Sheptoff Financial Planning
Connecticut
$139K
LI
1404
LRI Investments
Florida
$139K
TCOV
1405
Trust Company of Vermont
Vermont
$138K +$32.2K +315 +30%
FMP
1406
Financial Management Professionals
Texas
$136K +$1.02K +10 +0.7%
KFI
1407
Key Financial Inc
Pennsylvania
$134K
HBT
1408
Hills Bank & Trust
Iowa
$134K
QL
1409
Quarry LP
New York
$133K -$41.2K -403 -23%
KBFS
1410
Kohmann Bosshard Financial Services
Ohio
$133K +$135K +1,322 New
TPCW
1411
TD Private Client Wealth
New York
$132K -$6.44K -63 -5%
RFG
1412
REAP Financial Group
Texas
$125K +$716 +7 +0.6%
CA
1413
Crewe Advisors
Utah
$124K -$12.2K -119 -9%
ATC
1414
Advantage Trust Company
Kansas
$123K -$44.5K -435 -26%
SC
1415
Sawyer & Company
Massachusetts
$120K
TFA
1416
Toth Financial Advisory
Virginia
$120K
OSNBOA
1417
Old Second National Bank of Aurora
Illinois
$119K +$409 +4 +0.3%
AAP
1418
Arax Advisory Partners
Colorado
$117K +$64K +626 +116%
PG
1419
Proffitt & Goodson
Tennessee
$117K -$1.23K -12 -1%
LDB
1420
Lee, Danner & Bass
Tennessee
$115K +$117K +1,146 New
GGI
1421
Godsey & Gibb Inc
Virginia
$114K -$61.7K -603 -35%
SFCL
1422
Strengthening Families & Communities LLC
Massachusetts
$111K -$3.77M -36,904 -97%
TC
1423
Trust Company
Kansas
$108K
ECM
1424
Eisler Capital Management
United Kingdom
$107K +$107K +1,048 New
FDW
1425
Fourth Dimension Wealth
Ohio
$106K +$108K +1,053 New

OKE Hedge Fund Activity: Q4 2024 in Review

1,627 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Oneok (OKE) for Q4 2024, worth a combined $42.6B — up 14% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new OKE positions and 69 closed out — a net gain of 186 holders — while 571 added to existing stakes and 518 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $350M. The largest seller was International Assets Investment Management, cutting an estimated $327M.

  • 1,627 institutional investors held Oneok (OKE) as of Q4 2024, up from 1,460 in Q3 2024.
  • Funds reported $42.6B of Oneok stock for Q4 2024, up 14% quarter-over-quarter.
  • 255 funds opened new Oneok positions in Q4 2024 and 69 closed out, a net change of +186 holders.
  • The largest Oneok buyer in Q4 2024 was Wellington Management Group, an estimated $350M added.
  • The largest Oneok seller in Q4 2024 was International Assets Investment Management, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2024.