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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
IIC
726
Ironwood Investment Counsel
Arizona
$276K +$3.19K +219 +1%
CPP
727
Capasso Planning Partners
South Carolina
$275K
RA
728
RiverTree Advisors
Florida
$275K
AA
729
Aire Advisors
California
$275K +$5.51K +378 +2%
NAS
730
Nicolet Advisory Services
Wisconsin
$275K +$83.5K +5,730 +49%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$274K
MFA
732
Mayflower Financial Advisors
Massachusetts
$274K
OIA
733
OneDigital Investment Advisors
Kansas
$274K -$44.6K -3,060 -15%
SPIS
734
Steward Partners Investment Solutions
Oregon
$271K
EFG
735
Ethos Financial Group
Pennsylvania
$270K +$19.1K +1,311 +8%
VHAM
736
Van Hulzen Asset Management
California
$269K
HP
737
Highlander Partners
Texas
$269K +$249K +17,080 New
LCM
738
Leisure Capital Management
California
$267K
CSC
739
Caldwell Sutter Capital
California
$267K +$87 +6 +0%
TCWM
740
Total Clarity Wealth Management
Illinois
$267K +$4.63K +318 +2%
RFA
741
Register Financial Advisors
Georgia
$267K +$612 +42 +0.2%
WSFS
742
Wilmington Savings Fund Society
Delaware
$267K +$247K +16,952 New
MFG
743
Magnus Financial Group
New York
$266K +$23.1K +1,587 +10%
KCPG
744
Kavar Capital Partners Group
Kansas
$266K -$246K -16,900 -50%
PGF
745
Plan Group Financial
Oklahoma
$265K +$245K +16,851 New
STA
746
Summit Trail Advisors
New York
$264K +$7.28K +500 +3%
HSG
747
Helen Stephens Group
Texas
$262K +$8.94K +614 +4%
GWM
748
GDS Wealth Management
Texas
$260K
NCM
749
Novare Capital Management
North Carolina
$258K
VA
750
Verdad Advisers
Massachusetts
$258K +$239K +16,432 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.