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Energy Transfer Partners
ET

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: 62 → 67 (+5)

7% more capital invested

Capital invested by funds: $16.7B → $17.8B (+$1.1B)

0% more funds holding

Funds holding: 1,055 → 1,060 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$168M
2
MIM
Merewether Investment Management
Texas
+$78.5M
3
UBS Group
UBS Group
Switzerland
+$62.1M
4
Nomura Holdings
Nomura Holdings
Japan
+$58.3M
5
N
Natixis
France
+$43.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$965M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$138M
3
Goldman Sachs
Goldman Sachs
New York
-$124M
4
RA
RR Advisors
Texas
-$49.2M
5
HF
HRT Financial
New York
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
851
Sovereign Financial Group
Connecticut
$187K +$173K +11,897 New
DCM
852
Dudley Capital Management
Virginia
$187K -$87.4K -6,000 -34%
DWA
853
Douglass Winthrop Advisors
New York
$186K – – –
WAM
854
Walker Asset Management
Missouri
$186K +$2.78K +191 +2%
UOTTAIMCU
855
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$186K – – –
CW
856
CIC Wealth
Maryland
$184K +$170K +11,705 New
PWA
857
PCG Wealth Advisors
Kansas
$183K +$20.4K +1,400 +14%
AFA
858
American Financial Advisors
Georgia
$183K +$175 +12 +0.1%
TDC
859
Thompson Davis & Co
Virginia
$182K +$169K +11,600 New
CWM
860
Centurion Wealth Management
Virginia
$182K – – –
SIAG
861
Safeguard Investment Advisory Group
California
$182K +$2.37K +163 +1%
VC
862
Veery Capital
Delaware
$181K – – –
SRC
863
Shufro Rose & Co
New York
$181K +$167K +11,488 New
MAM
864
McCarthy Asset Management
California
$179K +$165K +11,358 New
FUBT
865
First United Bank & Trust
Maryland
$177K -$88.1K -6,050 -35%
ITIM
866
Indiana Trust & Investment Management
Indiana
$176K – – –
CFD
867
Creative Financial Designs
Indiana
$176K -$14.6K -1,000 -8%
MWM
868
Modera Wealth Management
New Jersey
$176K +$4.37K +300 +3%
FT
869
Fiduciary Trust
Massachusetts
$176K +$163K +11,180 New
FHC
870
First Heartland Consultants
Missouri
$175K +$2.75K +189 +2%
Koshinski Asset Management
871
Koshinski Asset Management
Illinois
$174K -$10.1K -691 -6%
AIM
872
AMI Investment Management
Indiana
$173K – – –
TPWA
873
TRUE Private Wealth Advisors
Oregon
$172K +$1.05K +72 +0.7%
ODG
874
O'Dell Group
Ohio
$171K – – –
WE
875
Wealth Effects
Massachusetts
$169K – – –
33 34
35
36 37

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.