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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
AWA
601
Arkadios Wealth Advisors
Georgia
$422K -$20.9K -1,434 -5%
CIC
602
Carnegie Investment Counsel
Ohio
$420K -$146 -10 -0%
GJIA
603
Glass Jacobson Investment Advisors
Maryland
$419K -$26K -1,785 -6%
OA
604
Operose Advisors
Wisconsin
$419K
JWM
605
Janiczek Wealth Management
Colorado
$417K
CHAM
606
Clear Harbor Asset Management
Connecticut
$417K
SA
607
Scarborough Advisors
Maryland
$414K +$1.54K +106 +0.4%
Walleye Trading
608
Walleye Trading
New York
$413K -$246K -16,900 -39%
WT
609
Whittier Trust
California
$411K
AWE
610
Avidian Wealth Enterprises
Texas
$409K -$136K -9,323 -26%
CFG
611
Cooper Financial Group
California
$409K
SEI Investments
612
SEI Investments
Pennsylvania
$409K -$613K -42,057 -62%
MFG
613
Merit Financial Group
Georgia
$407K +$16.3K +1,120 +5%
ATI
614
ARK & TLK Investments
Oklahoma
$406K
FFN
615
Focus Financial Network
Minnesota
$403K +$74.4K +5,107 +25%
FB
616
Fulton Bank
Pennsylvania
$400K
CW
617
Connectus Wealth
Ohio
$398K -$2.13M -145,912 -85%
LWMG
618
Levy Wealth Management Group
Pennsylvania
$398K
CCA
619
Checchi Capital Advisers
California
$397K
SWM
620
SeaCrest Wealth Management
New York
$397K -$29.1K -1,996 -7%
CBB
621
Citizens Business Bank
California
$393K -$364K -25,000 -50%
EC
622
EJF Capital
Virginia
$393K -$72.8K -5,000 -17%
FCP
623
Fidelis Capital Partners
Florida
$392K -$728 -50 -0.2%
SCA
624
Stokes Capital Advisors
South Carolina
$391K
LSAG
625
Lake Street Advisors Group
New Hampshire
$390K

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.