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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
Blackstone Inc
1
Blackstone Inc
New York
$2.32B -$28.1M -1,930,423 -1%
Goldman Sachs
2
Goldman Sachs
New York
$1.15B -$124M -8,482,144 -10%
AA
3
ALPS Advisors
Colorado
$1.1B -$1.03M -70,854 -0.1%
Invesco
4
Invesco
Georgia
$921M -$9.92M -680,956 -1%
Morgan Stanley
5
Morgan Stanley
New York
$868M -$965M -66,235,116 -55%
Bank of America
6
Bank of America
North Carolina
$780M +$168M +11,515,016 +30%
UBS Group
7
UBS Group
Switzerland
$518M +$62.1M +4,263,436 +15%
TCA
8
Tortoise Capital Advisors
Kansas
$512M -$41.9M -2,875,976 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$484M -$12.5M -861,252 -3%
ClearBridge Investments
10
ClearBridge Investments
New York
$391M -$8.47M -581,800 -2%
EIP
11
Energy Income Partners
Connecticut
$381M -$1.57M -107,946 -0.4%
FRGX
12
First Reserve GP XIII
Connecticut
$367M
Fidelity Investments
13
Fidelity Investments
Massachusetts
$356M -$12.7M -874,745 -4%
KACA
14
Kayne Anderson Capital Advisors
California
$355M -$2.14M -146,980 -0.6%
N
15
Natixis
France
$283M +$43.7M +2,999,300 +20%
ACM
16
Abrams Capital Management
Massachusetts
$281M
Neuberger Berman Group
17
Neuberger Berman Group
New York
$261M -$6.43M -441,265 -3%
WHG
18
Westwood Holdings Group
Texas
$251M -$12.4M -849,760 -5%
CCM
19
Chickasaw Capital Management
Tennessee
$227M -$11.1M -763,938 -5%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$205M -$10.3M -707,221 -5%
BC
21
Brookfield Corp
Ontario, Canada
$194M -$19.4M -1,330,148 -10%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$194M -$138M -9,506,154 -37%
CLG
23
Cooperman Leon G
$190M
Barclays
24
Barclays
United Kingdom
$157M +$22.6M +1,551,323 +18%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$156M -$12.8M -875,524 -8%

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.