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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
SPIA
176
Steward Partners Investment Advisory
New York
$5.51M +$531K +36,486 +12%
CCM
177
Cullen Capital Management
New York
$5.42M -$63.6K -4,370 -1%
CGA
178
Crescent Grove Advisors
Illinois
$5.32M +$221K +15,144 +5%
N
179
Nuveen
North Carolina
$5.3M +$750K +51,507 +18%
HCM
180
Hodges Capital Management
Texas
$5.19M +$383K +26,298 +9%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$5.13M +$292K +20,031 +7%
CI
182
Cambiar Investors
Colorado
$5.01M +$20.1K +1,380 +0.4%
CAI
183
Capital Advisors Inc
Oklahoma
$4.97M -$1.52M -104,025 -25%
KWM
184
Keebeck Wealth Management
Illinois
$4.95M +$15 +1 +0%
CCM
185
Cohen Capital Management
California
$4.93M +$610K +41,889 +15%
DA
186
DCF Advisers
Connecticut
$4.86M -$10.9K -750 -0.2%
Lido Advisors
187
Lido Advisors
California
$4.85M -$1.33M -91,213 -23%
NFG
188
Nations Financial Group
Iowa
$4.75M +$903 +62 +0%
AAM
189
Advisors Asset Management
Colorado
$4.67M -$1.09M -75,002 -20%
FWIA
190
Fort Washington Investment Advisors
Ohio
$4.67M -$504K -34,584 -10%
CAL
191
Capital Analysts LLC
Pennsylvania
$4.67M -$284K -19,470 -6%
LSPW
192
Lake Street Private Wealth
Illinois
$4.61M +$127K +8,745 +3%
ONSWM
193
Old North State Wealth Management
North Carolina
$4.53M +$791K +54,334 +23%
BWP
194
Baldwin Wealth Partners
Massachusetts
$4.52M -$17.5K -1,200 -0.4%
ASN
195
Advisory Services Network
Georgia
$4.48M +$264K +18,107 +7%
PA
196
PSI Advisors
Florida
$4.47M -$236K -16,218 -5%
PIWA
197
Prevail Innovative Wealth Advisors
Kansas
$4.45M +$74.8K +5,134 +2%
EF
198
Empowered Funds
Pennsylvania
$4.4M +$643K +44,136 +19%
CIA
199
Capital Investment Advisors
Georgia
$4.38M +$425K +29,187 +12%
Calamos Advisors
200
Calamos Advisors
Illinois
$4.28M

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.