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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
CA
951
Clearstead Advisors
Ohio
$62.1K +$27.4K +1,883 +92%
SAM
952
S.A. Mason
Michigan
$60.9K
KLWA
953
Kelly Lawrence W & Associates
California
$60.6K
CTA
954
Colonial Trust Advisors
South Carolina
$60.4K
AWM
955
Atticus Wealth Management
Florida
$59.2K +$830 +57 +2%
LFA
956
LGT Financial Advisors
Texas
$58.7K -$306 -21 -0.6%
BTI
957
Blue Trust Inc
Georgia
$58.5K +$17.2K +1,181 +46%
SC
958
SouthState Corp
Florida
$57.9K -$6.54K -449 -11%
SN
959
Sittner & Nelson
Oregon
$56.6K
OIA
960
Optimum Investment Advisors
Illinois
$55.1K
KFI
961
Key Financial Inc
Pennsylvania
$54.3K +$728 +50 +1%
CWC
962
Carolinas Wealth Consulting
North Carolina
$51K +$1.02K +70 +2%
RA
963
Rational Advisors
New York
$50.9K
WWM
964
Wolff Wiese Magana
California
$50.9K +$859 +59 +2%
AFG
965
Albion Financial Group
Utah
$50.3K +$976 +67 +2%
FSWA
966
Financial Synergies Wealth Advisors
Texas
$50.1K +$46.4K +3,186 New
WAM
967
WFA Asset Management
Wisconsin
$49.6K +$961 +66 +2%
HGERS
968
Householder Group Estate & Retirement Specialist
Arizona
$47.7K +$102 +7 +0.2%
EIM
969
Essex Investment Management
Massachusetts
$47K
FFO
970
Fortitude Family Office
Arizona
$46.5K +$903 +62 +2%
KA
971
Kozak & Associates
Colorado
$45.9K +$888 +61 +2%
AWM
972
Activest Wealth Management
Florida
$45.8K
ATC
973
Adirondack Trust Company
New York
$45.6K
RDIA
974
RE Dickinson Investment Advisors
Iowa
$41K +$38.2K +2,626 New
RA
975
Rise Advisors
New York
$40.3K +$8.55K +587 +30%

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.