We are live on ! Find out more
ET icon

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
CWP
826
Concord Wealth Partners
Virginia
$205K +$1.6K +110 +0.9%
FCA
827
FLC Capital Advisors
California
$204K +$189K +13,000 New
RA
828
Ruggaard & Associates
Ohio
$204K
CIAS
829
Capital Investment Advisory Services
North Carolina
$203K -$27.9K -1,916 -13%
PWP
830
Pursue Wealth Partners
California
$203K
LSA
831
Lion Street Advisors
Texas
$202K
AIA
832
Arrow Investment Advisors
Maryland
$201K -$175K -11,982 -48%
EIP
833
Ellis Investment Partners
Pennsylvania
$201K +$2.58K +177 +1%
MW
834
Marcum Wealth
Ohio
$201K +$2.71K +186 +1%
SFP
835
Shepherd Financial Partners
Massachusetts
$200K +$3.89K +267 +2%
SIS
836
Sound Income Strategies
Florida
$199K +$43.1K +2,956 +30%
BB
837
Busey Bank
Illinois
$198K
WC
838
Woodstock Corp
Massachusetts
$197K
DWA
839
Delap Wealth Advisory
Oregon
$196K +$3.79K +260 +2%
CA
840
Cullinan Associates
Kentucky
$194K -$2.91K -200 -2%
MPCA
841
Madison Park Capital Advisors
Washington
$193K +$4.37K +300 +3%
W
842
WPWealth
Texas
$193K +$27.4K +1,881 +18%
JE
843
JMAC Enterprises
Pennsylvania
$193K +$320 +22 +0.2%
PA
844
Parallel Advisors
California
$192K +$9.71K +667 +6%
CA
845
Crewe Advisors
Utah
$192K +$170K +11,657 +2,171%
FPAS
846
Focus Partners Advisor Solutions
Missouri
$192K -$279K -19,149 -61%
MSFP
847
Mark Sheptoff Financial Planning
Connecticut
$191K +$163K +11,200 +1,167%
HA
848
Herold Advisors
New York
$190K +$131 +9 +0.1%
CFA
849
Capstone Financial Advisors
Illinois
$189K
LJHT
850
Laurie J. Hall Trustee
$189K

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.