We are live on ! Find out more
ET icon

Energy Transfer Partners

1,077 hedge funds and large institutions have $18.2B invested in Energy Transfer Partners in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 453 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $600M | Put options by funds: $298M

72% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 263

71% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 49

2% more funds holding

Funds holding: 1,0601,077 (+17)

1% more funds holding in top 10

Funds holding in top 10: 6768 (+1)

2% more capital invested

Capital invested by funds: $17.8B → $18.2B (+$401M)

0.38% less ownership

Funds ownership: 33.82%33.44% (-0.38%)

Holders
1,077
Holders Change
+17
Holders Change %
+1.6%
% of All Funds
15.55%
Holding in Top 10
68
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.49%
% of All Funds
0.98%
New
84
Increased
453
Reduced
263
Closed
49
Calls
$600M
Puts
$298M
Net Calls
+$302M
Net Calls Change
-$92.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
826
Proficio Capital Partners
Massachusetts
$212K -$45.2K -2,877 -18%
WFM
827
Wolff Financial Management
Michigan
$212K +$330 +21 +0.2%
SRC
828
Shufro Rose & Co
New York
$211K +$24.2K +1,540 +13%
DWA
829
Delap Wealth Advisory
Oregon
$211K +$8.56K +545 +4%
VCA
830
Verdence Capital Advisors
Maryland
$211K -$21.2K -1,347 -9%
FCA
831
FLC Capital Advisors
California
$211K
CCB
832
Country Club Bank
Missouri
$211K
BFS
833
Bradley Foster & Sargent
Connecticut
$211K +$40.9K +2,600 +25%
RA
834
Ruggaard & Associates
Ohio
$211K
SFP
835
Shepherd Financial Partners
Massachusetts
$210K +$3.94K +251 +2%
MW
836
Marcum Wealth
Ohio
$210K +$3.21K +204 +2%
CCM
837
Chilton Capital Management
Texas
$210K -$144K -9,157 -41%
PWP
838
Pursue Wealth Partners
California
$209K
PA
839
Probity Advisors
Texas
$209K -$4.24K -270 -2%
PWA
840
PCG Wealth Advisors
Kansas
$208K +$19.2K +1,220 +10%
PCMC
841
Paragon Capital Management (Colorado)
Colorado
$208K -$878K -55,890 -81%
KP
842
Keel Point
Alabama
$207K +$209K +13,291 New
EPAM
843
Euro Pacific Asset Management
Puerto Rico
$207K +$200K +12,715 New
LWL
844
Leo Wealth LLC
Texas
$207K +$199K +12,631 New
KFS
845
Kaizen Financial Strategies
California
$206K +$200K +12,720 New
PA
846
Parallel Advisors
California
$206K +$7.31K +465 +4%
KA
847
Klingman & Associates
New York
$204K +$198K +12,589 New
TF
848
Tompkins Financial
New York
$203K -$16.6K -1,055 -8%
WC
849
Woodstock Corp
Massachusetts
$203K
W
850
WPWealth
Texas
$201K +$1.92K +122 +1%

ET Hedge Fund Activity: Q2 2024 in Review

1,077 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2024, worth a combined $18.2B — up 2.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ET positions and 49 closed out — a net gain of 35 holders — while 453 added to existing stakes and 263 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $65.1M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $194M sold.

  • 1,077 institutional investors held Energy Transfer Partners (ET) as of Q2 2024, up from 1,060 in Q1 2024.
  • Funds reported $18.2B of Energy Transfer Partners stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 84 funds opened new Energy Transfer Partners positions in Q2 2024 and 49 closed out, a net change of +35 holders.
  • The largest Energy Transfer Partners buyer in Q2 2024 was Tortoise Capital Advisors, an estimated $65.1M added.
  • The largest Energy Transfer Partners seller in Q2 2024 was Mirae Asset Global Investments, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.