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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
HF
126
HRT Financial
New York
$9.47M -$42.6M -2,924,692 -83%
HAI
127
Hennessy Advisors Inc
California
$9.21M
CCA
128
Childress Capital Advisors
Texas
$8.86M -$8.08M -554,873 -50%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$8.73M
AWS
130
Atria Wealth Solutions
New York
$8.71M +$407K +27,916 +5%
MCM
131
MAI Capital Management
Ohio
$8.7M +$1.08M +74,345 +16%
EM
132
ELCO Management
New York
$8.69M +$17.9K +1,232 +0.2%
RCM
133
Requisite Capital Management
Texas
$8.66M +$470K +32,265 +6%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$8.65M +$220K +15,097 +3%
Simplex Trading
135
Simplex Trading
Illinois
$8.6M -$5.52M -378,759 -41%
MIM
136
Merewether Investment Management
Texas
$8.53M +$78.5M +5,391,292 New
IA
137
IFP Advisors
Florida
$8.17M +$125K +8,550 +2%
IF
138
Insight Folios
North Carolina
$8.12M -$1.11M -76,518 -13%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$7.86M +$303K +20,786 +4%
PAG
140
Private Advisor Group
New Jersey
$7.79M +$1.13M +77,444 +19%
WC
141
Wexford Capital
Florida
$7.79M
CA
142
Cetera Advisors
Colorado
$7.77M +$3.1M +212,719 +76%
TCBWMS
143
Texas Capital Bank Wealth Management Services
Texas
$7.53M +$69.6K +4,780 +1%
ACM
144
Advisors Capital Management
New Jersey
$7.51M -$858K -58,882 -11%
OA
145
Oxbow Advisors
Texas
$7.39M +$5.09M +349,659 +291%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$7.28M -$10.2M -700,302 -60%
CIM
147
Chiron Investment Management
New York
$7.28M +$2.9K +199 +0%
MC
148
Moors & Cabot
Massachusetts
$7.13M +$262K +17,985 +4%
AC
149
Avenir Corporation
Virginia
$7.09M +$92K +6,314 +1%
AFG
150
American Financial Group
Ohio
$7.09M

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.