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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
CIG
351
Cascade Investment Group
Colorado
$1.41M +$35.3K +2,425 +3%
BAM
352
Belpointe Asset Management
Nevada
$1.4M -$111K -7,642 -8%
IF
353
Intrua Financial
Texas
$1.4M +$151K +10,356 +13%
GI
354
GAMCO Investors
Connecticut
$1.4M +$1.02M +70,000 +373%
EWA
355
Exencial Wealth Advisors
Oklahoma
$1.39M +$679K +46,605 +111%
TRCT
356
Tower Research Capital (TRC)
New York
$1.38M +$1.1M +75,837 +628%
PM
357
Penbrook Management
New York
$1.38M -$104K -7,115 -8%
AI
358
Atria Investments
North Carolina
$1.37M -$123K -8,417 -9%
SWM
359
Stockman Wealth Management
Montana
$1.37M
KFA
360
Kelleher Financial Advisors
New York
$1.37M +$12.5K +855 +1%
AWCI
361
Alpine Woods Capital Investors
New York
$1.35M
TI
362
Tidal Investments
Wisconsin
$1.34M +$143K +9,849 +13%
BIM
363
Bridges Investment Management
Nebraska
$1.34M
BA
364
Baugh & Associates
Georgia
$1.33M -$4.37K -300 -0.4%
SIMG
365
Sonora Investment Management Group
Arizona
$1.33M -$24.5K -1,684 -2%
SCA
366
Snowden Capital Advisors
New York
$1.33M +$42.6K +2,928 +4%
SFS
367
Summit Financial Strategies
Ohio
$1.32M
FAM
368
Formidable Asset Management
Ohio
$1.31M -$58.6K -4,023 -5%
SMH
369
Sanders Morris Harris
Texas
$1.31M +$524K +35,946 +76%
PL
370
Parkwood LLC
Ohio
$1.29M +$33.5K +2,300 +3%
AAS
371
Ameritas Advisory Services
Nebraska
$1.28M +$893K +61,284 +309%
SA
372
SpiderRock Advisors
Delaware
$1.28M +$1.19M +82,032 New
GWM
373
Geneos Wealth Management
Colorado
$1.27M +$38.4K +2,639 +3%
FFS
374
Founders Financial Securities
Maryland
$1.24M +$17.1K +1,171 +2%
ML
375
McAdam LLC
Pennsylvania
$1.23M -$801 -55 -0.1%

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.