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
CG
926
Cutler Group
California
$91K +$85.2K +5,848 New
NF
927
Norwood Financial
Pennsylvania
$88.9K
HWA
928
Heritage Wealth Advisors
Virginia
$87.1K +$4.79K +329 +6%
HT
929
Headlands Technologies
Illinois
$86.1K +$79.7K +5,471 New
GTAM
930
Global Trust Asset Management
Florida
$83.4K +$14.6K +1,000 +23%
IWP
931
IAG Wealth Partners
Wisconsin
$83.2K +$1.46K +100 +2%
PG
932
Proffitt & Goodson
Tennessee
$81.7K
TFA
933
Toth Financial Advisory
Virginia
$81.1K +$27.5K +1,888 +58%
CHC
934
City Holding Co
West Virginia
$78.1K
UB
935
UMB Bank
Missouri
$76.8K -$217K -14,924 -75%
VAMG
936
Voisard Asset Management Group
Michigan
$75.1K -$58.3K -4,000 -46%
CHA
937
Carmichael Hill & Associates
Maryland
$73.3K +$44.6K +3,064 +192%
CWM
938
Compass Wealth Management
Connecticut
$70.8K
ECM
939
Estabrook Capital Management
New York
$70K
HNB
940
Hilltop National Bank
Wyoming
$69.7K +$64.6K +4,434 New
MWA
941
Miller Wealth Advisors
Colorado
$69.6K
QC
942
Quent Capital
New York
$68.8K +$1.37K +94 +2%
HWA
943
HHM Wealth Advisors
Tennessee
$66.6K -$36.7K -2,521 -37%
EBA
944
Eagle Bay Advisors
New York
$66.3K +$61.4K +4,214 New
FCMT
945
Founders Capital Management (Texas)
Texas
$65.9K +$14.6K +1,000 +31%
VWM
946
Venturi Wealth Management
Texas
$65.7K +$58 +4 +0.1%
PMFA
947
Plante Moran Financial Advisors
Michigan
$65.6K
LAM
948
Lummis Asset Management
Texas
$64K
GGI
949
Godsey & Gibb Inc
Virginia
$62.9K
MFC
950
Mechanics Financial Corp
Ohio
$62.9K

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.