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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
PA
426
PFG Advisors
Arizona
$918K +$20.6K +1,412 +2%
MMPW
427
Mitchell McLeod Pugh & Williams
Alabama
$917K +$265K +18,174 +45%
PCM
428
Pointe Capital Management
Michigan
$890K +$6.7K +460 +0.8%
NS
429
NBC Securities
Alabama
$886K +$33.9K +2,326 +4%
GC
430
Gratus Capital
Georgia
$882K +$17K +1,167 +2%
OW
431
Olistico Wealth
Oklahoma
$881K
RIA
432
Realta Investment Advisors
Delaware
$872K +$31.2K +2,145 +4%
HIC
433
Holderness Investments Company
North Carolina
$869K +$47.1K +3,236 +6%
First Manhattan
434
First Manhattan
New York
$863K +$46K +3,160 +6%
ATC
435
Argent Trust Co
Tennessee
$860K +$256K +17,610 +48%
AA
436
Argent Advisors
Louisiana
$854K
LFAS
437
Level Four Advisory Services
Texas
$850K
ICG
438
InterOcean Capital Group
Tennessee
$849K +$91.6K +6,290 +13%
UCFA
439
United Capital Financial Advisors
Texas
$848K -$9.9K -680 -1%
GC
440
Guggenheim Capital
Illinois
$845K -$157K -10,771 -17%
FVCM
441
F&V Capital Management
Florida
$845K
MSFS
442
Main Street Financial Solutions
Pennsylvania
$843K +$7.89K +542 +1%
AW
443
Avion Wealth
Texas
$840K +$2.19K +150 +0.3%
GAA
444
Global Assets Advisory
Florida
$825K +$189K +12,944 New
MECA
445
Miller Equity Capital Advisors
Texas
$808K
BA
446
Bridgewater Advisors
New York
$807K -$7.68K -527 -1%
CIC
447
Chase Investment Counsel
Virginia
$802K
Chevy Chase Trust
448
Chevy Chase Trust
Maryland
$799K -$15.7K -1,081 -2%
CFGSD
449
Compass Financial Group (South Dakota)
South Dakota
$795K -$19K -1,306 -3%
SF
450
Synovus Financial
Georgia
$780K +$670 +46 +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.