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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
FTCM
776
First Trust Capital Management
Illinois
$244K -$107K -7,354 -32%
SFC
777
SYM Financial Corp
Indiana
$241K -$72.8K -5,000 -25%
FPB
778
First PREMIER Bank
South Dakota
$241K
CWP
779
Core Wealth Partners
California
$240K +$14.6K +1,000 +7%
ACM
780
AlphaStar Capital Management
North Carolina
$240K +$223K +15,283 New
DWP
781
Daymark Wealth Partners
Ohio
$240K
PIA
782
Perennial Investment Advisors
California
$239K +$1.83K +126 +0.8%
ZA
783
Zazove Associates
Nevada
$236K
SCM
784
Shapiro Capital Management
Georgia
$236K
WWM
785
Westwood Wealth Management
California
$236K
Belvedere Trading
786
Belvedere Trading
Illinois
$235K +$218K +14,966 New
WWA
787
WCG Wealth Advisors
Nevada
$234K -$46.8K -3,212 -18%
BTWM
788
Baker Tilly Wealth Management
Wisconsin
$234K -$19.4K -1,332 -8%
FFA
789
Founders Financial Alliance
North Carolina
$233K -$103K -7,072 -32%
FNT
790
First National Trust
Pennsylvania
$231K -$13K -892 -6%
LA
791
Lifeworks Advisors
Michigan
$230K +$213K +14,600 New
WPP
792
Whalerock Point Partners
Rhode Island
$230K
SAS
793
Stelac Advisory Services
New York
$230K +$213K +14,600 New
GWP
794
Gateway Wealth Partners
Wisconsin
$229K -$34.6K -2,376 -14%
HBWM
795
Hollow Brook Wealth Management
New York
$228K
TIAA Trust, National Association
796
TIAA Trust, National Association
North Carolina
$227K -$9.99K -686 -5%
V
797
ViaWealth
Kansas
$227K +$1.53K +105 +0.7%
HCM
798
Hollencrest Capital Management
California
$227K +$1.03K +71 +0.5%
CG
799
CFO4Life Group
Texas
$227K -$17.7K -1,214 -8%
VCA
800
Verdence Capital Advisors
Maryland
$226K +$233 +16 +0.1%

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.