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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
ME
1001
McIlrath & Eck
Washington
$24.2K +$13.9K +957 +164%
SC
1002
Sawyer & Company
Massachusetts
$23.6K
SWA
1003
SOA Wealth Advisors
New York
$23.6K
OPTFSNA
1004
Old Point Trust & Financial Services N A
Virginia
$23.6K +$21.8K +1,500 New
PP
1005
PFS Partners
New Jersey
$23.2K +$21.5K +1,475 New
CAM
1006
Clarity Asset Management
Iowa
$22.1K +$452 +31 +2%
FPFS
1007
First Personal Financial Services
North Carolina
$22K
FCG
1008
Financial Connections Group
California
$21K +$408 +28 +2%
FFA
1009
Farther Finance Advisors
California
$20.7K +$9.57K +657 +99%
CJ
1010
Caitlin John
Michigan
$19.9K +$7.73K +531 +72%
AAG
1011
Armstrong Advisory Group
Massachusetts
$19.8K
FFA
1012
Frazier Financial Advisors
Ohio
$19.4K
GI
1013
Gradient Investments
Minnesota
$19.3K -$47.4K -3,254 -73%
SSB
1014
Sandy Spring Bank
Maryland
$18.9K
FWA
1015
FSC Wealth Advisors
New York
$18.7K +$5.48K +376 +46%
TFGT
1016
TS Financial Group (TSFG)
Illinois
$18K
BWAM
1017
Boyd Watterson Asset Management
Ohio
$17.8K
NIC
1018
Northwest Investment Counselors
Oregon
$16.9K +$15.7K +1,075 New
ICM
1019
Islay Capital Management
Texas
$16.1K
TCM
1020
TD Capital Management
Tennessee
$16K
FWM
1021
FSA Wealth Management
Massachusetts
$15.7K
GPFA
1022
Game Plan Financial Advisors
Ohio
$15.7K
SC
1023
Stephens Consulting
Michigan
$15.7K
AGWCA
1024
Annis Gardner Whiting Capital Advisors
Florida
$15.7K +$14.6K +1,000 New
PWA
1025
Provenance Wealth Advisors
Florida
$15.7K +$14.6K +1,000 New

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.