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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
HCM
476
Howard Capital Management
Georgia
$702K -$354K -22,534 -34%
MG
477
Mather Group
Illinois
$700K +$342K +21,740 +95%
CFP
478
Cascade Financial Partners
California
$693K
OHIS
479
Oak Harvest Investment Services
Texas
$692K +$6.22K +396 +0.9%
RIA
480
Realta Investment Advisors
Delaware
$689K -$204K -12,959 -23%
Fisher Asset Management
481
Fisher Asset Management
Washington
$686K +$219K +13,939 +49%
IWP
482
Invenio Wealth Partners
Florida
$685K -$15.7K -1,000 -2%
WAAG
483
Wealth Alliance Advisory Group
Kansas
$682K +$1.26K +80 +0.2%
OWP
484
Obermeyer Wealth Partners
Colorado
$681K
MIA
485
MMBG Investment Advisors
Florida
$680K
AWM
486
Avior Wealth Management
Nebraska
$678K -$299K -19,016 -31%
MOS
487
MGO One Seven
Ohio
$672K +$165K +10,486 +34%
BFG
488
Bouchey Financial Group
New York
$671K
CRC
489
Curi RMB Capital
Illinois
$670K -$523K -33,288 -45%
MA
490
Modus Advisors
Minnesota
$670K
BWA
491
Beam Wealth Advisors
Louisiana
$666K +$485K +30,864 +302%
MP
492
McDonald Partners
Ohio
$666K +$9.52K +606 +1%
WC
493
Waterloo Capital
Texas
$665K -$40.6K -2,585 -6%
EWA
494
EP Wealth Advisors
California
$662K +$20.7K +1,315 +3%
AWA
495
Arete Wealth Advisors
Illinois
$655K -$106K -6,718 -14%
LF
496
Lee Financial
Texas
$652K
SM
497
Samjo Management
New York
$649K
IWM
498
Iams Wealth Management
Nebraska
$649K +$629K +40,000 New
CF
499
Centaurus Financial
California
$645K -$139K -8,853 -18%
VPA
500
Vernal Point Advisors
California
$644K

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.