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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
KIG
701
Kennedy Investment Group
New Jersey
$306K +$5.67K +389 +2%
CCMW
702
Cypress Capital Management (Wyoming)
Wyoming
$305K
FFB
703
First Financial Bankshares
Texas
$304K +$65.7K +4,510 +30%
FAIM
704
Financial Advocates Investment Management
Washington
$303K +$102 +7 +0%
SC
705
Sapient Capital
Indiana
$302K
PFC
706
Poplar Forest Capital
California
$298K
HB
707
HTLF Bank
Colorado
$293K +$14.6K +1,000 +6%
YWS
708
Yarger Wealth Strategies
Ohio
$293K +$5.87K +403 +2%
SWM
709
Salvus Wealth Management
New Jersey
$293K +$6.48K +445 +2%
QWM
710
Quadcap Wealth Management
Texas
$291K -$126K -8,638 -32%
RFO
711
RiverGlades Family Offices
Florida
$290K
OCG
712
Opus Capital Group
Ohio
$289K
JWM
713
JFG Wealth Management
Colorado
$288K +$48.5K +3,333 +22%
HAS
714
HBW Advisory Services
California
$288K
H
715
HoyleCohen
California
$287K
HAM
716
Harmony Asset Management
Arizona
$286K +$7.22K +496 +3%
AIS
717
AM Investment Strategies
Tennessee
$284K +$5.18K +356 +2%
FVWA
718
Foster Victor Wealth Advisors
South Carolina
$282K -$685 -47 -0.3%
GFWA
719
Grey Fox Wealth Advisors
Delaware
$282K +$1.98K +136 +0.8%
SAM
720
Smithbridge Asset Management
Pennsylvania
$282K -$30.5K -2,097 -10%
SC
721
Schulhoff & Co
Ohio
$280K
UAG
722
United Advisor Group
Ohio
$279K +$258K +17,706 New
PGFC
723
Peapack-Gladstone Financial Corp
New Jersey
$278K +$34.3K +2,355 +15%
PA
724
Prossimo Advisors
California
$277K +$257K +17,636 New
ONST
725
Old North State Trust
North Carolina
$276K +$256K +17,547 New

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.