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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
ZCM
376
Ziegler Capital Management
Illinois
$1.23M
HWM
377
HB Wealth Management
Georgia
$1.22M -$31.4K -2,157 -3%
LA
378
Legacy Advisors
Pennsylvania
$1.2M -$259K -17,800 -19%
KA
379
Kovack Advisors
Florida
$1.2M -$104K -7,161 -9%
NP
380
Ninepoint Partners
Ontario, Canada
$1.2M
GC
381
GFG Capital
Florida
$1.19M
ACM
382
Avalon Capital Management
California
$1.19M +$226K +15,499 +26%
LW
383
Linscomb Wealth
Texas
$1.18M +$120K +8,236 +12%
CRC
384
Curi RMB Capital
Illinois
$1.17M -$1.24K -85 -0.1%
EA
385
Ellsworth Advisors
Ohio
$1.17M +$35.2K +2,415 +3%
AH
386
Addis & Hill
Pennsylvania
$1.16M
GCP
387
GSA Capital Partners
United Kingdom
$1.16M +$1.07M +73,663 New
AWM
388
AE Wealth Management
Kansas
$1.14M -$2.52M -172,675 -70%
IA
389
IFG Advisory
Georgia
$1.14M +$384K +26,394 +57%
MFG
390
MidWestOne Financial Group
Iowa
$1.13M +$6.21K +426 +0.6%
Bank of New York Mellon
391
Bank of New York Mellon
New York
$1.12M -$110K -7,561 -10%
SP
392
Stablepoint Partners
Massachusetts
$1.12M +$295K +20,229 +40%
CWM
393
Congress Wealth Management
Massachusetts
$1.12M -$146K -10,003 -12%
SFO
394
Stokes Family Office
Louisiana
$1.09M
PCMC
395
Paragon Capital Management (Colorado)
Colorado
$1.08M +$187K +12,834 +23%
NW
396
NewEdge Wealth
Pennsylvania
$1.08M
WS
397
Wedbush Securities
California
$1.08M +$139K +9,532 +16%
JWCA
398
J.W. Cole Advisors
Florida
$1.08M +$242K +16,617 +32%
WWM
399
Western Wealth Management
Colorado
$1.07M +$9.89K +679 +1%
SFP
400
Sweet Financial Partners
Minnesota
$1.07M +$107K +7,316 +12%

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.