Energy Transfer L P (ET/PRI) Hedge Fund Ownership (Q2 2026)

Energy Transfer L P (ET/PRI)

58 + Investors. Track Smart Money conviction in ET/PRI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ET/PRI

Based on 58 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added ET/PRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

58 hedge funds hold ET/PRI right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟡

Slight buying edge — 56% buying

22 buying17 selling

Last quarter: 22 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 58 current holders: 58 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

6 of 58 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	58	54	7.41%
13F Shares	12M	11M	2.24%
Total Value	$132M	$134M	-0.92%
New Positions	9	54	-45
Increased Positions	13	0	+13
Closed Positions	5	0	+5
Reduced Positions	12	0	+12
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

7.41%

13F Shares

12M

11M

2.24%

Total Value

$132M

$134M

-0.92%

New Positions

-45

Increased Positions

+13

Closed Positions

Reduced Positions

+12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ET/PRI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ET/PRI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Infrastructure Capital Advisors, LLC	3.52%	5,251,455	$60.2M
2	Kim, LLC	2.37%	2,074,034	$23.8M
3	Kamunting Street Capital Management, L.P.	0.41%	64,481	$739K
4	Magnus Financial Group LLC	0.30%	370,051	$4.2M
5	Phraction Management LLC	0.14%	71,510	$820K
6	One Charles Private Wealth Services, LLC	0.11%	39,888	$457K
7	Mezzasalma Advisors, LLC	0.09%	40,640	$466K
8	Lazari Capital Management, INC.	0.09%	24,500	$281K
9	Terril Brothers, INC.	0.08%	27,125	$311K
10	OceanIQ Capital, LLC	0.07%	10,000	$115K
11	Beacon Financial Advisory LLC	0.05%	21,766	$249K
12	Clear Harbor Asset Management, LLC	0.04%	58,150	$666K
13	Samalin Investment Counsel, LLC	0.04%	10,684	$122K
14	Mraz, Amerine & Associates, Inc.	0.03%	20,697	$237K
15	Northcape Wealth Management, LLC	0.03%	10,000	$115K
16	Guggenheim Capital LLC	0.03%	354,336	$4.1M
17	Sowell Financial Services LLC	0.02%	63,097	$723K
18	D.A. Davidson & CO.	0.02%	357,533	$4.1M
19	Pasadena Private Wealth, LLC	0.02%	15,200	$174K
20	Oxbow Advisors, LLC	0.02%	21,719	$249K
21	Abel Hall, LLC	0.02%	10,000	$115K
22	XML Financial, LLC	0.02%	23,750	$272K
23	Kozak & Associates, Inc.	0.02%	8,245	$94K
24	Parcion Private Wealth LLC	0.01%	17,232	$197K
25	Chicago Partners Investment Group LLC	0.01%	45,871	$529K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Energy Transfer L P (ET/PRI)

What does the Smart Money Trend signal show for ET/PRI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ET/PRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ET/PRI?

Slight buying edge — 56% buying: Last quarter: 22 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ET/PRI holders?

Smaller funds dominant — 14% AUM from top-100: 6 of 58 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ET/PRI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Energy Transfer L P (ET/PRI)

Smart Money Signals — ET/PRI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Slight buying edge — 56% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — ET/PRI

Hedge Fund Ownership: ET/PRI

Market Analysis: ET/PRI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ET/PRI

Hedge Fund Positioning: ET/PRI

Statistics: ET/PRI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Energy Transfer L P (ET/PRI)

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