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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
WSC
451
Wellington Shields & Co
New York
$779K
DF
452
Donoghue Forlines
Massachusetts
$775K -$98.3K -6,748 -12%
KWA
453
Kingswood Wealth Advisors
California
$765K -$38.9K -2,673 -5%
CF
454
Centaurus Financial
California
$764K +$475K +32,579 +203%
NFSG
455
Newbridge Financial Services Group
Florida
$760K -$76.5K -5,254 -10%
TH
456
TCTC Holdings
Texas
$760K +$160K +10,960 +29%
MNBTD
457
Moody National Bank Trust Division
Texas
$760K -$73.6K -5,055 -9%
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$756K +$42.5K +2,921 +6%
BBA
459
BLB&B Advisors
Pennsylvania
$755K -$87.4K -6,000 -11%
FGA
460
Fortis Group Advisors
New Jersey
$746K +$111K +7,610 +19%
AWA
461
Arete Wealth Advisors
Illinois
$741K +$48.5K +3,333 +8%
ACI
462
Alpha Cubed Investments
California
$741K +$215K +14,736 +45%
KIA
463
KCM Investment Advisors
California
$739K
9WM
464
9258 Wealth Management
Ohio
$735K
CB
465
Cadence Bank
Mississippi
$734K +$6.21K +426 +0.9%
SIC
466
Samalin Investment Counsel
New York
$725K +$12.9K +883 +2%
TWM
467
Thrive Wealth Management
Pennsylvania
$724K
IWN
468
Independent Wealth Network
Iowa
$718K +$32.3K +2,219 +5%
EFMC
469
Empire Financial Management Company
New York
$716K +$44.1K +3,025 +7%
TFS
470
Thoroughbred Financial Services
Tennessee
$714K -$3.37K -231 -0.5%
HCMT
471
Highland Capital Management (Tennessee)
Tennessee
$712K -$7.28K -500 -1%
AO
472
Advisor OS
Illinois
$707K +$13.8K +948 +2%
GIA
473
Gladstone Institutional Advisory
Florida
$706K +$38.6K +2,649 +6%
WW
474
Waterfront Wealth
Kansas
$705K +$146 +10 +0%
CWM
475
Cornerstone Wealth Management
Missouri
$702K +$108K +7,431 +20%

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.