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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
LAM
401
Lifestyle Asset Management
Texas
$1.06M +$979K +67,211 New
DI
402
Disciplined Investments
Oklahoma
$1.06M +$31.6K +2,171 +3%
AIM
403
Anchor Investment Management
South Carolina
$1.06M
WWMSC
404
Wagner Wealth Management (South Carolina)
South Carolina
$1.05M +$11.3K +777 +1%
PFA
405
Pathway Financial Advisers
Indiana
$1.04M +$236K +16,218 +33%
BCM
406
Birch Capital Management
Texas
$1.04M
SPI
407
Sutton Place Investors
New York
$1.04M +$14.7K +1,007 +2%
HCM
408
Howard Capital Management
Georgia
$1.03M +$958K +65,790 New
AWM
409
Axxcess Wealth Management
California
$1.01M -$36.9K -2,530 -4%
MMG
410
Monetary Management Group
Missouri
$1.01M -$29.1K -2,000 -3%
BSW
411
Buckingham Strategic Wealth
Missouri
$997K +$1.35K +93 +0.1%
FFP
412
FourThought Financial Partners
Florida
$996K +$7.95K +546 +0.9%
BC
413
Burney Company
Virginia
$992K +$682K +46,800 +288%
CA
414
Cornerstone Advisory
Maryland
$975K +$22.6K +1,549 +3%
CIG
415
Cullen Investment Group
Louisiana
$974K
HA
416
HFG Advisors
Ohio
$963K +$113K +7,740 +14%
MWA
417
Meridian Wealth Advisors
Texas
$960K
AWM
418
Avior Wealth Management
Nebraska
$957K +$446K +30,613 +101%
BFS
419
Bard Financial Services
Connecticut
$956K
FTIS
420
First Trust Investment Solutions
Florida
$948K +$40.3K +2,770 +5%
GA
421
GFS Advisors
Texas
$944K
CIA
422
Concurrent Investment Advisors
Florida
$939K +$15.2K +1,043 +2%
CAM
423
Covenant Asset Management
New Jersey
$938K +$28.4K +1,948 +3%
NP
424
Nilsine Partners
Colorado
$937K
PCS
425
Personal CFO Solutions
New Jersey
$925K +$204 +14 +0%

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.