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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
JPLA
476
Joseph P. Lucia & Associates
New York
$699K -$14.9K -1,025 -2%
PFPT
477
Pinnacle Financial Partners (Tennessee)
Tennessee
$699K +$8.64K +593 +1%
WA
478
Wealth Alliance
New York
$698K -$68K -4,671 -10%
Fayez Sarofim & Co
479
Fayez Sarofim & Co
Texas
$693K
MCM
480
Morton Capital Management
California
$687K +$11K +757 +2%
WC
481
Waterloo Capital
Texas
$685K -$256K -17,605 -29%
SVWAG
482
Sound View Wealth Advisors Group
Georgia
$683K -$96.1K -6,597 -13%
FCM
483
Fourpath Capital Management
Oklahoma
$682K +$2.36K +162 +0.4%
IWP
484
Invenio Wealth Partners
Florida
$680K
OHIS
485
Oak Harvest Investment Services
Texas
$665K +$44 +3 +0%
SFC
486
Strategic Financial Concepts
Texas
$664K +$615K +42,224 New
CC
487
Chicago Capital
Illinois
$662K -$24K -1,645 -4%
FNBT
488
FineMark National Bank & Trust
Florida
$661K +$66.4K +4,562 +12%
WAAG
489
Wealth Alliance Advisory Group
Kansas
$660K +$59.1K +4,057 +11%
OWP
490
Obermeyer Wealth Partners
Colorado
$660K
MIA
491
MMBG Investment Advisors
Florida
$659K
CFP
492
Cascade Financial Partners
California
$659K +$622K +42,717 New
LCS
493
Levin Capital Strategies
New York
$654K +$8.74K +600 +1%
BFG
494
Bouchey Financial Group
New York
$651K
MA
495
Modus Advisors
Minnesota
$650K
EA
496
Eudaimonia Advisors
Tennessee
$646K
EAM
497
Empirical Asset Management
Massachusetts
$638K +$29 +2 +0%
Focus Partners Wealth
498
Focus Partners Wealth
Massachusetts
$638K +$280K +19,216 +87%
MP
499
McDonald Partners
Ohio
$636K +$6.44K +442 +1%
LF
500
Lee Financial
Texas
$632K -$41K -2,814 -7%

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.