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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
CAL
976
Capital Advisors Ltd
Ohio
$40K +$5.87K +403 +19%
HIA
977
Harbor Investment Advisory
Maryland
$39.3K
AEPWM
978
Atlantic Edge Private Wealth Management
Florida
$38.1K
HFS
979
HBC Financial Services
Washington
$38K
ADL
980
Asset Dedication LLC
California
$37K +$320 +22 +1%
CTWM
981
Cherry Tree Wealth Management
Minnesota
$34.8K
FFL
982
Financial Freedom LLC
Ohio
$34.6K +$699 +48 +2%
GJWM
983
Gilliland Jeter Wealth Management
Arkansas
$32.6K +$30.2K +2,072 New
MHR
984
Matthew Hamilton Rosenberg
$31.4K -$16.2K -1,109 -36%
HDIM
985
Hanson & Doremus Investment Management
Vermont
$31K
SA
986
SRH Advisors
Kansas
$30.7K
PCFFS
987
Pacific Center for Financial Services
California
$30.2K
GEA
988
Glen Eagle Advisors
New Jersey
$30.2K +$2.8K +192 +11%
CIA
989
Cape Investment Advisory
Georgia
$29.6K -$65.2K -4,476 -70%
EWM
990
Evermay Wealth Management
Virginia
$29K +$7.28K +500 +37%
LI
991
LRI Investments
Florida
$28.9K +$26.8K +1,840 New
PFSC
992
Peoples Financial Services Corp
Pennsylvania
$28.2K
FIM
993
Fernwood Investment Management
Massachusetts
$27.8K +$25.8K +1,768 New
DAM
994
Delta Asset Management
Tennessee
$27.6K
SWM
995
Sugarloaf Wealth Management
Georgia
$27.1K +$539 +37 +2%
CB
996
Community Bank
New York
$26.7K -$13.9K -951 -36%
SHIM
997
Stone House Investment Management
Pennsylvania
$26.2K +$7.25K +498 +43%
CA
998
Continuum Advisory
Idaho
$26.1K +$23.4K +1,610 New
BCMLT
999
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.8K -$17.8K -1,221 -44%
CT
1000
Colonial Trust
South Carolina
$24.6K +$5.46K +375 +31%

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.