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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
WI
576
Wintrust Investments
Illinois
$459K +$3.15K +216 +0.7%
MWM
577
Mission Wealth Management
California
$457K +$150K +10,294 +55%
HCP
578
Holt Capital Partners
Texas
$456K +$423K +29,016 New
BBHC
579
Brown Brothers Harriman & Co
New York
$455K +$2.05K +141 +0.5%
FW
580
FirstPurpose Wealth
Utah
$454K
RWP
581
RWA Wealth Partners
Massachusetts
$454K +$146K +10,000 +53%
TWM
582
Tradition Wealth Management
Minnesota
$454K +$3.17K +218 +0.8%
TPW
583
Tiller Private Wealth
Pennsylvania
$451K -$50.8K -3,485 -11%
MA
584
MONECO Advisors
Connecticut
$449K +$120K +8,239 +41%
Fisher Asset Management
585
Fisher Asset Management
Washington
$446K +$224K +15,406 +119%
AM
586
AGF Management
Ontario, Canada
$443K +$29 +2 +0%
PWA
587
Prairie Wealth Advisors
Nebraska
$443K +$410K +28,150 New
SI
588
Saxon Interests
Texas
$442K
WPC
589
White Pine Capital
Minnesota
$441K +$16K +1,100 +4%
RA
590
RFG Advisory
Alabama
$441K +$6.42K +441 +2%
National Bank of Canada
591
National Bank of Canada
Quebec, Canada
$437K -$689K -47,281 -63%
CTC
592
Central Trust Company
Missouri
$437K
TW
593
TritonPoint Wealth
Maryland
$432K -$41.4K -2,845 -9%
AIFAIM
594
American Institute for Advanced Investment Management
Arizona
$430K +$34.2K +2,351 +9%
WA
595
WealthTrust Axiom
Pennsylvania
$428K -$36K -2,473 -8%
NL
596
NWAM LLC
Washington
$427K +$103K +7,102 +37%
HFM
597
Hartford Financial Management
Connecticut
$427K
GWAG
598
Garrett Wealth Advisory Group
Texas
$425K +$71.3K +4,896 +22%
TWP
599
Tempus Wealth Planning
California
$423K +$203K +13,906 +107%
SC
600
Savant Capital
Illinois
$423K +$8.26K +567 +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.