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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
LWM
551
LongView Wealth Management
Georgia
$537K +$7.37K +469 +1%
CCM
552
Campbell Capital Management
Florida
$535K
AWAG
553
ARS Wealth Advisors Group
Florida
$534K +$7.86K +500 +2%
HCM
554
Hilton Capital Management
New York
$531K
Bessemer Group
555
Bessemer Group
New Jersey
$530K -$78.1K -4,967 -13%
NRS
556
Neville Rodie & Shaw
New York
$528K
RBC
557
Romano Brothers & Co
Illinois
$527K
Kovitz Investment Group Partners
558
Kovitz Investment Group Partners
Illinois
$525K +$509K +32,379 New
FWP
559
FAS Wealth Partners
Kansas
$523K +$6.63K +422 +1%
MHS
560
M Holdings Securities
Oregon
$521K +$504K +32,096 New
BAM
561
Brave Asset Management
New Jersey
$520K +$1.23K +78 +0.2%
P
562
&Partners
Tennessee
$519K +$344K +21,879 +216%
WPW
563
Warther Private Wealth
Ohio
$519K +$503K +32,000 New
BBHC
564
Brown Brothers Harriman & Co
New York
$516K +$45.7K +2,911 +10%
MCA
565
MSH Capital Advisors
Arizona
$515K +$27.7K +1,765 +6%
BW
566
Bison Wealth
Georgia
$514K
CI
567
Conning Inc
Connecticut
$514K
WWP
568
WR Wealth Planners
Missouri
$513K -$30.2K -1,920 -6%
PA
569
Procyon Advisors
Connecticut
$513K +$497K +31,601 New
AAP
570
Arax Advisory Partners
Colorado
$510K +$2.72K +173 +0.6%
DWM
571
Diversify Wealth Management
Utah
$509K +$519K +33,015 New
FCM
572
Fortis Capital Management
Washington
$508K +$102K +6,510 +26%
CCWA
573
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$507K +$491K +31,231 New
CC
574
Chicago Capital
Illinois
$507K -$170K -10,841 -26%
HS
575
Horan Securities
United States
$503K +$487K +31,004 New

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.