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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
DAC
101
Dividend Assets Capital
South Carolina
$13.9M -$1.71M -117,354 -12%
PCIA
102
Prime Capital Investment Advisors
Kansas
$13.5M +$797K +54,730 +7%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$13.3M +$9.89M +678,693 +408%
MGAM
104
McGowan Group Asset Management
Texas
$13.2M -$56.9K -3,905 -0.5%
TC
105
TownSquare Capital
Utah
$13.2M +$968K +66,440 +9%
DAS
106
Diversify Advisory Services
Utah
$13M +$12.1M +828,881 New
PCA
107
Private Capital Advisors
Connecticut
$12.9M +$72.6K +4,987 +0.6%
GS
108
GTS Securities
New York
$12.9M +$5.9M +405,414 +98%
WJWM
109
Williams Jones Wealth Management
New York
$12.8M +$282K +19,350 +2%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$12.4M -$45.4K -3,119 -0.4%
GT
111
Glenmede Trust
Pennsylvania
$12.3M +$953K +65,423 +9%
KSCM
112
Kamunting Street Capital Management
Florida
$12M -$2.16M -148,500 -16%
BG
113
Bollard Group
Massachusetts
$11.9M +$256K +17,575 +2%
BRWA
114
B. Riley Wealth Advisors
Florida
$11.9M +$689K +47,324 +6%
PCM
115
Parsons Capital Management
Rhode Island
$11.6M
CAN
116
Cetera Advisor Networks
California
$11.4M +$1.98M +136,110 +23%
WCM
117
Westend Capital Management
California
$11.3M +$10.4M +717,352 New
OC
118
Oppenheimer & Co
New York
$11.1M +$330K +22,681 +3%
SOAMC
119
Spirit of America Management Corp
New York
$11M -$1.38M -94,500 -12%
AP
120
Americana Partners
Texas
$10.9M +$1.18M +80,770 +13%
CCM
121
Callodine Capital Management
Massachusetts
$10.2M +$1.24M +85,000 +15%
Creative Planning
122
Creative Planning
Kansas
$10.1M +$1.47M +100,818 +19%
SSG
123
Summit Securities Group
New York
$10.1M +$4.42M +303,500 +90%
BF
124
BOK Financial
Oklahoma
$10M -$40.8K -2,800 -0.4%
KAS
125
Kestra Advisory Services
Texas
$9.82M +$8.05M +552,357 +768%

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.