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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
FCM
626
Fortis Capital Management
Washington
$390K +$7.84K +538 +2%
CW
627
CreativeOne Wealth
Kansas
$390K +$45.7K +3,141 +14%
ST
628
Sabal Trust
Florida
$390K
FZCM
629
Flynn Zito Capital Management
New York
$385K +$357K +24,492 New
MCM
630
MV Capital Management
Maryland
$385K
CWM
631
C2C Wealth Management
Arizona
$383K
MFA
632
Morling Financial Advisors
California
$379K +$7.33K +503 +2%
WPC
633
Wedmont Private Capital
Pennsylvania
$378K +$3.74K +257 +1%
VV
634
Verity & Verity
South Carolina
$377K
SCTC
635
Sanibel Captiva Trust Company
Florida
$376K +$54.3K +3,725 +18%
S
636
SignatureFD
Georgia
$375K -$18.8K -1,289 -5%
GWM
637
Gray Wealth Management
Maine
$372K +$40K +2,743 +13%
WDC
638
Woodward Diversified Capital
California
$372K
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$370K
VIP
640
Vista Investment Partners
Oklahoma
$368K -$3.76K -258 -1%
IA
641
Inspire Advisors
Idaho
$368K -$20.1K -1,383 -6%
FPGK
642
Financial Partners Group (Kansas)
Kansas
$365K +$36K +2,472 +12%
EGA
643
E&G Advisors
Texas
$365K +$7.22K +496 +2%
BWL
644
Bogart Wealth LLC
Virginia
$363K +$4.92K +338 +1%
VCAM
645
Van Cleef Asset Management
Ohio
$362K
IW
646
Imprint Wealth
South Carolina
$361K +$336K +23,037 New
AFG
647
Atomi Financial Group
New York
$357K -$28.1K -1,929 -8%
MIM
648
Marco Investment Management
Georgia
$356K +$41K +2,812 +14%
WCM
649
Whitener Capital Management
North Carolina
$355K
PWA
650
Primoris Wealth Advisors
Florida
$354K

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.