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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
EHC
876
Everett Harris & Co
California
$168K
SA
877
Strategic Advocates
Utah
$168K -$25K -1,714 -14%
PFG
878
Prosperity Financial Group
California
$166K +$2.19K +150 +1%
ZIM
879
Zacks Investment Management
Illinois
$166K +$154K +10,546 New
APWA
880
Atlas Private Wealth Advisors
New Jersey
$166K -$148K -10,133 -49%
RK
881
Rather & Kittrell
Tennessee
$166K
ANB
882
Amarillo National Bank
Texas
$165K -$2.8K -192 -2%
VNA
883
Valley National Advisers
Pennsylvania
$165K +$364 +25 +0.2%
BFA
884
Beaumont Financial Advisors
Massachusetts
$165K +$4.37K +300 +3%
SB
885
Strategic Blueprint
Georgia
$164K -$69.1K -4,742 -31%
IPW
886
IronBridge Private Wealth
Texas
$164K +$437 +30 +0.3%
BFS
887
Bradley Foster & Sargent
Connecticut
$163K
CCM
888
Colorado Capital Management
Colorado
$163K
LWM
889
Lyell Wealth Management
California
$163K -$1.19K -82 -0.8%
JSW
890
Journey Strategic Wealth
New Jersey
$162K +$150K +10,330 New
PWLP
891
Prio Wealth Limited Partnership
Massachusetts
$162K
MSCM
892
McElhenny Sheffield Capital Management
Texas
$161K +$655 +45 +0.4%
BWA
893
Beam Wealth Advisors
Louisiana
$161K +$149K +10,219 New
HCP
894
Hexagon Capital Partners
Arkansas
$160K +$10.7K +737 +8%
PIAS
895
PCA Investment Advisory Services
Ohio
$160K
CAC
896
Certified Advisory Corp
Florida
$160K +$87 +6 +0.1%
P
897
&Partners
Tennessee
$159K +$148K +10,132 New
FBC
898
Fairfield, Bush & Co
Connecticut
$159K -$44.7K -3,072 -23%
RFA
899
Rollins Financial Advisors
New York
$157K +$146K +10,002 New
AF
900
Apollon Financial
South Carolina
$157K -$146K -10,000 -50%

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.