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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
BAM
551
Brave Asset Management
New Jersey
$503K +$204K +14,000 +78%
CAGAS
552
Capital Advisory Group Advisory Services
Minnesota
$500K +$92.5K +6,348 +25%
FWP
553
FAS Wealth Partners
Kansas
$500K +$6.55K +450 +1%
FCH
554
Freestone Capital Holdings
Washington
$499K +$462K +31,729 New
SW
555
SVB Wealth
Massachusetts
$498K +$132K +9,072 +40%
CI
556
Conning Inc
Connecticut
$498K
SWA
557
SFMG Wealth Advisors
Texas
$494K +$9.82K +674 +2%
AAP
558
Arax Advisory Partners
Colorado
$492K +$2.69K +185 +0.6%
MOS
559
MGO One Seven
Ohio
$486K +$4.72K +324 +1%
FSC
560
Full Sail Capital
Oklahoma
$486K
GIA
561
Guyasuta Investment Advisors
Pennsylvania
$485K
MMA
562
Mizuho Markets Americas
New York
$484K -$1.09M -74,500 -71%
SIG
563
Stonegate Investment Group
Alabama
$483K +$7.11K +488 +2%
FG
564
Fiduciary Group
Georgia
$480K +$102 +7 +0%
PGH
565
Partners Group Holding
Switzerland
$480K -$39.1K -2,687 -8%
KWMG
566
King Wealth Management Group
Florida
$475K +$218 +15 +0%
AGC
567
Aspen Grove Capital
Colorado
$472K
JC
568
JBF Capital
Colorado
$472K
RPC
569
Rossmore Private Capital
Connecticut
$472K
MCA
570
MSH Capital Advisors
Arizona
$472K +$19.2K +1,317 +5%
FHA
571
Flagship Harbor Advisors
Massachusetts
$468K +$19.3K +1,327 +5%
NCM
572
Noesis Capital Mangement
Florida
$467K -$57.7K -3,963 -12%
CJFS
573
Coulter & Justus Financial Services
Tennessee
$467K +$433K +29,712 New
PFA
574
Pettinga Financial Advisors
Indiana
$465K
RFC
575
Regions Financial Corp
Alabama
$462K +$2.91K +200 +0.7%

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.