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Energy Transfer Partners

1,060 hedge funds and large institutions have $17.8B invested in Energy Transfer Partners in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 445 increasing their positions, 261 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $702M | Put options by funds: $307M

70% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 261

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

8% more funds holding in top 10

Funds holding in top 10: 6267 (+5)

7% more capital invested

Capital invested by funds: $16.7B → $17.8B (+$1.1B)

0% more funds holding

Funds holding: 1,0551,060 (+5)

2.09% less ownership

Funds ownership: 35.91%33.82% (-2.1%)

Holders
1,060
Holders Change
+5
Holders Change %
+0.47%
% of All Funds
15.27%
Holding in Top 10
67
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.06%
% of All Funds
0.97%
New
85
Increased
445
Reduced
261
Closed
65
Calls
$702M
Puts
$307M
Net Calls
+$395M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$3.7M +$511K +35,100 +18%
BG
227
Bahl & Gaynor
Ohio
$3.6M
LNC
228
Lincoln National Corp
Pennsylvania
$3.59M +$288K +19,774 +9%
AAIM
229
American Assets Investment Management
California
$3.55M
Cerity Partners
230
Cerity Partners
New York
$3.55M +$258K +17,718 +9%
WA
231
Waverly Advisors
Alabama
$3.54M +$36.7K +2,521 +1%
NRCM
232
Northern Right Capital Management
Connecticut
$3.52M
IC
233
Inscription Capital
Texas
$3.49M +$3.23M +221,559 New
1WA
234
180 Wealth Advisors
Washington
$3.47M -$94.3K -6,476 -3%
BCM
235
Bluefin Capital Management
New York
$3.39M +$178K +12,238 +6%
JFG
236
Jefferies Financial Group
New York
$3.28M
ST
237
Sentinel Trust
Texas
$3.26M
FFG
238
Fortem Financial Group
California
$3.23M +$87 +6 +0%
JF
239
Jump Financial
Illinois
$3.23M +$399K +27,385 +15%
GAM
240
Goldentree Asset Management
New York
$3.17M
LC
241
Lavaca Capital
Texas
$3.03M
PH
242
Pinnacle Holdings
Oklahoma
$2.99M
BCM
243
Brookstone Capital Management
Illinois
$2.99M +$85.8K +5,894 +3%
ISL
244
Ingalls & Snyder LLC
New York
$2.98M +$33.5K +2,299 +1%
BCM
245
Basso Capital Management
Connecticut
$2.97M
SPS
246
Susquehanna Portfolio Strategies
Pennsylvania
$2.94M -$3.93M -269,534 -59%
CWP
247
CFM Wealth Partners
Texas
$2.93M +$355K +24,373 +15%
1WM
248
1900 Wealth Management
Texas
$2.92M +$164K +11,287 +6%
VVP
249
Venture Visionary Partners
Ohio
$2.91M -$117K -8,046 -4%
KPWS
250
Kestra Private Wealth Services
Texas
$2.89M +$2.67M +183,424 New

ET Hedge Fund Activity: Q1 2024 in Review

1,060 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2024, worth a combined $17.8B — up 6.6% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ET positions and 65 closed out — a net gain of 20 holders — while 445 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $168M. The largest seller was Morgan Stanley, cutting an estimated $965M.

  • 1,060 institutional investors held Energy Transfer Partners (ET) as of Q1 2024, up from 1,055 in Q4 2023.
  • Funds reported $17.8B of Energy Transfer Partners stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 85 funds opened new Energy Transfer Partners positions in Q1 2024 and 65 closed out, a net change of +20 holders.
  • The largest Energy Transfer Partners buyer in Q1 2024 was Bank of America, an estimated $168M added.
  • The largest Energy Transfer Partners seller in Q1 2024 was Morgan Stanley, an estimated $965M sold.

Based on aggregated 13F filings for Q1 2024.