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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
SW
676
Simplicity Wealth
New Jersey
$322K +$298K +20,441 New
LWM
677
Laidlaw Wealth Management
New York
$321K +$29.1K +2,000 +11%
AWM
678
Act Wealth Management
Texas
$320K +$25.5K +1,750 +9%
HIP
679
Harrell Investment Partners
Texas
$319K -$231K -15,872 -44%
PTC
680
Private Trust Company
Ohio
$318K +$112K +7,686 +61%
AF
681
Aldebaran Financial
$318K
FCA
682
FinTrust Capital Advisors
South Carolina
$318K +$10.2K +700 +4%
EIA
683
Edgemoor Investment Advisors
Maryland
$317K
SC
684
Searle & Co
Connecticut
$316K
WWM
685
WT Wealth Management
Arizona
$316K
CL
686
Choreo LLC
Illinois
$316K -$126K -8,620 -30%
MPCG
687
Matrix Private Capital Group
New York
$315K
CH
688
Canton Hathaway
Rhode Island
$315K +$43.7K +3,000 +18%
SFWA
689
Summit Financial Wealth Advisors
Louisiana
$315K
QCI
690
Quaker Capital Investments
Pennsylvania
$315K -$291K -20,000 -50%
NPT
691
National Philanthropic Trust
Pennsylvania
$315K
OCPWS
692
One Charles Private Wealth Services
Massachusetts
$315K
MG
693
Mather Group
Illinois
$314K -$231K -15,839 -41%
CCA
694
Cadent Capital Advisors
Oklahoma
$314K +$1.62K +111 +0.6%
WLPWM
695
Walled Lake Planning & Wealth Management
Illinois
$314K +$4.47K +307 +2%
MCM
696
Mattern Capital Management
Colorado
$313K
TF
697
Trek Financial
Arizona
$311K -$164K -11,286 -36%
BJL
698
Brighton Jones LLC
Washington
$309K +$121K +8,294 +73%
SCM
699
Sage Capital Management
New Jersey
$308K +$6.21K +426 +2%
WCFA
700
Walkner Condon Financial Advisors
Wisconsin
$308K +$5.93K +407 +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.