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Energy Transfer Partners

1,077 hedge funds and large institutions have $18.2B invested in Energy Transfer Partners in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 453 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $600M | Put options by funds: $298M

72% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 263

71% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 49

2% more funds holding

Funds holding: 1,0601,077 (+17)

1% more funds holding in top 10

Funds holding in top 10: 6768 (+1)

2% more capital invested

Capital invested by funds: $17.8B → $18.2B (+$401M)

0.38% less ownership

Funds ownership: 33.82%33.44% (-0.38%)

Holders
1,077
Holders Change
+17
Holders Change %
+1.6%
% of All Funds
15.55%
Holding in Top 10
68
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.49%
% of All Funds
0.98%
New
84
Increased
453
Reduced
263
Closed
49
Calls
$600M
Puts
$298M
Net Calls
+$302M
Net Calls Change
-$92.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$3.05M -$589K -37,507 -17%
AHC
252
Adell Harriman & Carpenter
Texas
$3.04M +$764K +48,603 +35%
SPS
253
Susquehanna Portfolio Strategies
Pennsylvania
$3.04M
CWP
254
CFM Wealth Partners
Texas
$3.02M +$770 +49 +0%
KWM
255
Kingsview Wealth Management
Oregon
$3M +$645K +41,033 +29%
KPWS
256
Kestra Private Wealth Services
Texas
$2.99M +$10.8K +688 +0.4%
FDS
257
First Dallas Securities
Texas
$2.95M +$39.6K +2,517 +1%
MA
258
Mutual Advisors
Nebraska
$2.95M +$359K +22,826 +14%
TB
259
Terril Brothers
Missouri
$2.89M +$1.01K +64 +0%
OAM
260
Oppenheimer Asset Management
New York
$2.82M +$16K +1,020 +0.6%
APW
261
Aurora Private Wealth
New Jersey
$2.82M +$34.7K +2,210 +1%
TNA
262
True North Advisors
Texas
$2.8M +$105K +6,690 +4%
AI
263
ArchPoint Investors
Florida
$2.8M
IWM
264
IHT Wealth Management
Illinois
$2.8M -$21.8K -1,387 -0.8%
HKAM
265
Horizon Kinetics Asset Management
New York
$2.77M -$62.5K -3,974 -2%
VVP
266
Venture Visionary Partners
Ohio
$2.77M -$224K -14,228 -8%
BHPW
267
Beverly Hills Private Wealth
California
$2.71M +$7.67K +488 +0.3%
SAM
268
Selway Asset Management
$2.71M +$1.13M +72,100 +76%
IWA
269
Icon Wealth Advisors
Texas
$2.7M
HFS
270
Howard Financial Services
Texas
$2.65M +$8.36K +532 +0.3%
KCM
271
Kornitzer Capital Management
Kansas
$2.64M
AWCI
272
Alpine Woods Capital Investors
New York
$2.61M +$1.18M +75,000 +87%
SAM
273
Silvercrest Asset Management
New York
$2.55M -$27.5K -1,747 -1%
GVAG
274
Great Valley Advisor Group
Delaware
$2.54M +$101K +6,440 +4%
TCWA
275
Turtle Creek Wealth Advisors
Texas
$2.54M +$203K +12,925 +9%

ET Hedge Fund Activity: Q2 2024 in Review

1,077 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2024, worth a combined $18.2B — up 2.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ET positions and 49 closed out — a net gain of 35 holders — while 453 added to existing stakes and 263 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $65.1M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $194M sold.

  • 1,077 institutional investors held Energy Transfer Partners (ET) as of Q2 2024, up from 1,060 in Q1 2024.
  • Funds reported $18.2B of Energy Transfer Partners stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 84 funds opened new Energy Transfer Partners positions in Q2 2024 and 49 closed out, a net change of +35 holders.
  • The largest Energy Transfer Partners buyer in Q2 2024 was Tortoise Capital Advisors, an estimated $65.1M added.
  • The largest Energy Transfer Partners seller in Q2 2024 was Mirae Asset Global Investments, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.