We are live on ! Find out more
ET icon

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
KIA
201
Knollwood Investment Advisory
Maryland
$4.25M
SS
202
Sunbelt Securities
Texas
$4.22M +$1.06M +72,802 +37%
IAIM
203
International Assets Investment Management
Florida
$4.18M -$81.7K -5,606 -2%
FSA
204
Fort Sheridan Advisors
Illinois
$4.16M +$707K +48,536 +22%
CSPIA
205
Cary Street Partners Investment Advisory
Virginia
$4.15M +$3.63M +249,387 +1,737%
SKK
206
Shepherd Kaplan Krochuk
Massachusetts
$4.13M +$81.7K +5,610 +2%
BCM
207
Bourgeon Capital Management
Connecticut
$4.13M -$21.8K -1,500 -0.6%
AIC
208
Anthracite Investment Company
Texas
$4.08M +$291K +20,000 +8%
SWP
209
Stratos Wealth Partners
Ohio
$4.01M -$104K -7,155 -3%
Jane Street
210
Jane Street
New York
$4.01M -$8.97M -616,100 -71%
POIA
211
Pin Oak Investment Advisors
Texas
$3.99M -$54.3K -3,728 -1%
PFS
212
Prospera Financial Services
Texas
$3.97M -$48.2K -3,311 -1%
ProShare Advisors
213
ProShare Advisors
Maryland
$3.96M -$328K -22,542 -8%
CSD
214
Clear Street Derivatives
New York
$3.95M +$3.66M +251,300 New
First Trust Advisors
215
First Trust Advisors
Illinois
$3.94M -$251K -17,214 -6%
MIM
216
Morningstar Investment Management
Illinois
$3.94M
IAA
217
Independent Advisor Alliance
North Carolina
$3.88M +$201K +13,794 +6%
PFS
218
Prospect Financial Services
New York
$3.86M -$332K -22,804 -8%
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$3.85M +$101K +6,942 +3%
VF
220
Virtu Financial
New York
$3.8M +$2.61M +179,280 +289%
AWM
221
Apollon Wealth Management
South Carolina
$3.8M +$400K +27,459 +13%
VFA
222
Valeo Financial Advisors
Indiana
$3.79M -$235K -16,127 -6%
DADC
223
D.A. Davidson & Co
Montana
$3.79M +$468K +32,116 +15%
IFAM
224
Institutional & Family Asset Management
Colorado
$3.73M
BlackRock
225
BlackRock
New York
$3.72M +$5.67K +389 +0.2%

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.