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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
CCMG
1101
Clark Capital Management Group
Pennsylvania
-$145K -10,484 Closed
CIA
1102
Choate Investment Advisors
Massachusetts
-$144K -10,436 Closed
UAS
1103
United Asset Strategies
New York
-$141K -10,208 Closed
TAM
1104
Tealwood Asset Management
Minnesota
-$138K -10,010 Closed
CWM
1105
Curi Wealth Management
North Carolina
-$138K -10,000 Closed
ACA
1106
American Capital Advisory
Idaho
-$117K -8,495 Closed
AC
1107
AlphaCore Capital
California
-$87K -6,308 Closed
PI
1108
PEAK6 Investments
Illinois
-$91.4K -6,272 Closed
JFA
1109
JNBA Financial Advisors
Minnesota
-$51.2K -3,709 Closed
GAMC
1110
Garner Asset Management Corp
Texas
-$41.6K -3,000 Closed
PS
1111
Planned Solutions
California
-$40.4K -2,931 Closed
EC
1112
EdgeRock Capital
Colorado
-$37.3K -2,603 Closed
AIMA
1113
Ables Iannone Moore & Associates
Georgia
-$34.5K -2,500 Closed
NFA
1114
Northwest Financial Advisors
Virginia
-$25.1K -1,820 Closed
FWM
1115
Focused Wealth Management
New York
-$21.5K -1,559 Closed
JFGIW
1116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$21.4K -1,553 Closed
BWM
1117
BKM Wealth Management
Wisconsin
-$20.7K -1,500 Closed
TVAMP
1118
Tennessee Valley Asset Management Partners
Tennessee
-$17K -1,235 Closed
DJSG
1119
D.J. St. Germain
Massachusetts
-$16.4K -1,185 Closed
GG
1120
Gleason Group
Kentucky
-$10.5K -757 Closed
LA
1121
LM Advisors
California
-$9.66K -700 Closed
MSWM
1122
McGlone Suttner Wealth Management
Wisconsin
-$8.2K -594 Closed
AT
1123
Avalon Trust
New Mexico
-$4.42K -320 Closed
RDFA
1124
Ritter Daniher Financial Advisory
Ohio
-$2.86K -207 Closed
MBFW
1125
Morton Brown Family Wealth
Pennsylvania
-$1.74K -126 Closed

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.