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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
SM
501
Samjo Management
New York
$629K +$14.6K +1,000 +3%
VPA
502
Vernal Point Advisors
California
$625K +$579K +39,733 New
EWA
503
EP Wealth Advisors
California
$621K -$81.3K -5,583 -12%
PA
504
Pinnacle Associates
New York
$609K -$116K -7,952 -17%
VPIM
505
Vanguard Personalized Indexing Management
California
$603K +$559K +38,355 New
AA
506
AlphaQ Advisors
Florida
$602K +$11.6K +797 +2%
SWA
507
Stratos Wealth Advisors
Ohio
$600K -$87K -5,974 -14%
VWA
508
Visionary Wealth Advisors
Illinois
$596K +$3.22K +221 +0.6%
HNB
509
Huntington National Bank
Ohio
$595K -$4.79K -329 -0.9%
Bessemer Group
510
Bessemer Group
New Jersey
$593K -$74.3K -5,100 -12%
NSIM
511
North Star Investment Management
Illinois
$588K +$151K +10,397 +39%
GWSG
512
GPS Wealth Strategies Group
Colorado
$588K -$25.2K -1,732 -4%
DA
513
Doliver Advisors
Texas
$587K -$16K -1,100 -3%
HWA
514
Hilltop Wealth Advisors
North Carolina
$585K +$542K +37,180 New
WA
515
Wealthstar Advisors
Texas
$583K -$20.8K -1,430 -4%
AFP
516
Ausdal Financial Partners
Iowa
$583K -$13K -895 -2%
XF
517
XML Financial
Maryland
$573K -$84.9K -5,826 -14%
KAS
518
KPP Advisory Services
Kentucky
$571K +$529K +36,293 New
MWM
519
Mattern Wealth Management
Kansas
$570K +$97.5K +6,691 +23%
AC
520
Asio Capital
Kentucky
$566K -$14.6K -1,000 -3%
MSAM
521
Moloney Securities Asset Management
Missouri
$562K -$1.49K -102 -0.3%
SFA
522
Sequoia Financial Advisors
Ohio
$559K +$40.8K +2,804 +9%
PWM
523
Perigon Wealth Management
California
$546K -$18.9K -1,300 -4%
DI
524
Diligent Investors
California
$542K +$2.97K +204 +0.6%
BAM
525
Berkshire Asset Management
Pennsylvania
$540K

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.