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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
SFP
401
Sweet Financial Partners
Minnesota
$1.11M +$11.2K +712 +1%
NW
402
NewEdge Wealth
Pennsylvania
$1.11M
RFA
403
Rollins Financial Advisors
New York
$1.11M +$914K +58,146 +581%
GC
404
Gratus Capital
Georgia
$1.09M +$175K +11,104 +20%
DI
405
Disciplined Investments
Oklahoma
$1.08M -$5.45K -347 -0.5%
BC
406
Burney Company
Virginia
$1.06M +$33.9K +2,155 +3%
NS
407
NBC Securities
Alabama
$1.04M +$126K +7,991 +14%
MMG
408
Monetary Management Group
Missouri
$1.04M
AIM
409
Anchor Investment Management
South Carolina
$1.03M -$54.6K -3,475 -5%
KWA
410
Kingswood Wealth Advisors
California
$1.03M +$231K +14,692 +30%
CIG
411
Cullen Investment Group
Louisiana
$1.02M +$17.3K +1,100 +2%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$994K +$208K +13,248 +28%
MWA
413
Meridian Wealth Advisors
Texas
$990K
EFMC
414
Empire Financial Management Company
New York
$982K +$236K +15,000 +33%
BAM
415
Berkshire Asset Management
Pennsylvania
$981K +$411K +26,172 +76%
First Manhattan
416
First Manhattan
New York
$981K +$88K +5,600 +10%
BFG
417
Bleakley Financial Group
New Jersey
$978K +$627K +39,882 +195%
SW
418
Simplicity Wealth
New Jersey
$978K +$627K +39,882 +195%
GA
419
GFS Advisors
Texas
$973K -$938K -59,692 -99%
NP
420
Nilsine Partners
Colorado
$966K
SWM
421
Stockman Wealth Management
Montana
$958K -$438K -27,850 -32%
MMPW
422
Mitchell McLeod Pugh & Williams
Alabama
$946K
HNB
423
Huntington National Bank
Ohio
$944K +$320K +20,364 +54%
WMA
424
West Michigan Advisors
Michigan
$939K +$910K +57,917 New
HIC
425
Holderness Investments Company
North Carolina
$929K +$31.5K +2,006 +4%

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.