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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
HIP
801
HUB Investment Partners
Texas
$225K +$44.7K +3,068 +27%
TWM
802
Trueblood Wealth Management
Ohio
$223K
LSIA
803
LaSalle St. Investment Advisors
Illinois
$223K +$208K +14,313 New
EWA
804
EverSource Wealth Advisors
Alabama
$223K +$218 +15 +0.1%
UIA
805
Ulland Investment Advisors
Minnesota
$222K +$2.08K +143 +1%
Thrivent Financial for Lutherans
806
Thrivent Financial for Lutherans
Minnesota
$222K +$205K +14,082 New
ES
807
Eagle Strategies
New York
$221K +$205K +14,068 New
CGH
808
CMG Global Holdings
Texas
$221K +$1.43K +98 +0.7%
HWM
809
Hemington Wealth Management
Virginia
$220K
I
810
INVST
Indiana
$219K
HH
811
Hilltop Holdings
Texas
$218K -$160K -11,000 -44%
FA
812
FDx Advisors
Illinois
$216K -$51.4K -3,530 -20%
ST
813
Smithfield Trust
Pennsylvania
$216K
IGWM
814
ICA Group Wealth Management
Colorado
$215K +$4.37K +300 +2%
FDCDDQ
815
Federation des caisses Desjardins du Quebec
Quebec, Canada
$215K +$26.7K +1,830 +15%
CFGS
816
Concourse Financial Group Securities
Alabama
$214K +$3.66K +251 +2%
TF
817
Tompkins Financial
New York
$213K +$102K +7,000 +107%
FCI
818
Financial Counselors Inc
Kansas
$212K +$189 +13 +0.1%
HPC
819
HM Payson & Co
Maine
$211K
CSIC
820
Clifford Swan Investment Counsel
California
$209K
RCA
821
Resonant Capital Advisors
Wisconsin
$207K
CCB
822
Country Club Bank
Missouri
$207K
PA
823
Probity Advisors
Texas
$207K -$5.62K -386 -3%
WFM
824
Wolff Financial Management
Michigan
$206K +$320 +22 +0.2%
AMBIA
825
Allen Mooney & Barnes Investment Advisors
Georgia
$205K +$320 +22 +0.2%

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.