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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
TWP
651
Tyche Wealth Partners
Texas
$353K -$101K -6,946 -24%
LFS
652
Legacy Financial Strategies
Kansas
$352K -$15 -1 -0%
CMS
653
Capital Market Strategies
Florida
$351K +$20.4K +1,402 +7%
AWM
654
Affinity Wealth Management
Delaware
$351K -$175 -12 -0.1%
CCM
655
Chilton Capital Management
Texas
$348K +$16.1K +1,107 +5%
Baird Financial Group
656
Baird Financial Group
Wisconsin
$347K +$30.2K +2,074 +10%
MWM
657
Modern Wealth Management
Kansas
$347K -$5.26K -361 -2%
MFWP
658
Mosaic Family Wealth Partners
Missouri
$346K +$320 +22 +0.1%
SWMP
659
Signature Wealth Management Partners
New Jersey
$345K +$4.85K +333 +2%
HT
660
Heritage Trust
Oklahoma
$344K
BM
661
Belfer Management
New York
$344K +$13.4K +919 +4%
CJH
662
Christopher J. Hasenberg
Wisconsin
$344K
GLA
663
Good Life Advisors
Pennsylvania
$343K +$16.4K +1,129 +5%
PS
664
Principal Securities
Iowa
$340K -$29K -1,992 -8%
SLC
665
Second Line Capital
Louisiana
$340K +$29.7K +2,041 +10%
MS
666
Madden Securities
Texas
$340K +$315K +21,602 New
WB
667
WesBanco Bank
West Virginia
$338K +$80.8K +5,547 +35%
1SB
668
1ST Source Bank
Indiana
$337K
JIP
669
Jaffetilchin Investment Partners
Florida
$333K -$29.1K -1,999 -9%
APP
670
Avantax Planning Partners
Iowa
$332K +$110K +7,518 +55%
TP
671
Tranquility Partners
Tennessee
$332K +$5.34K +367 +2%
DAM
672
Derbend Asset Management
Georgia
$332K -$9.42K -647 -3%
ATPW
673
Ashton Thomas Private Wealth
Arizona
$326K -$301K -20,649 -50%
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$325K
BFG
675
Bleakley Financial Group
New Jersey
$322K -$7.38K -507 -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.