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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
PSP
526
Principal Street Partners
Tennessee
$538K +$1.03K +71 +0.2%
GAM
527
Gould Asset Management
California
$536K
BWM
528
BigSur Wealth Management
Florida
$535K
SI
529
SCP Investment
California
$532K -$72.8K -5,000 -13%
NGA
530
Naples Global Advisors
Florida
$530K
EFS
531
Essex Financial Services
Connecticut
$528K +$10.3K +708 +2%
WWP
532
WR Wealth Planners
Missouri
$527K -$28K -1,920 -5%
DWA
533
Delos Wealth Advisors
Texas
$527K
ACS
534
Archford Capital Strategies
Illinois
$526K +$5.04K +346 +1%
CP
535
Camelot Portfolios
Ohio
$523K -$25.4K -1,744 -5%
CCM
536
Campbell Capital Management
Florida
$519K +$204K +14,000 +74%
KFGK
537
Keystone Financial Group (Kentucky)
Kentucky
$518K +$24.1K +1,657 +5%
VC
538
Veracity Capital
Georgia
$518K +$10.4K +713 +2%
AAS
539
Asset Allocation Strategies
Michigan
$517K +$52.1K +3,580 +12%
SNBOSCI
540
Security National Bank of Sioux City Iowa
Iowa
$516K
HCM
541
Hilton Capital Management
New York
$515K
EWM
542
Empirical Wealth Management
Washington
$515K +$194K +13,294 +68%
BW
543
Bison Wealth
Georgia
$514K +$58.3K +4,005 +14%
LWM
544
LongView Wealth Management
Georgia
$513K -$16.3K -1,118 -3%
NRS
545
Neville Rodie & Shaw
New York
$512K
RBC
546
Romano Brothers & Co
Illinois
$511K +$151K +10,343 +47%
AWAG
547
ARS Wealth Advisors Group
Florida
$510K
IAS
548
Insigneo Advisory Services
Florida
$507K +$23.6K +1,617 +5%
IAN
549
Integrated Advisors Network
Texas
$506K +$207K +14,244 +79%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$505K +$9.22K +633 +2%

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.