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Energy Transfer Partners

1,203 hedge funds and large institutions have $22.7B invested in Energy Transfer Partners in 2024 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 479 increasing their positions, 282 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 56

70% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 282

55% more call options, than puts

Call options by funds: $744M | Put options by funds: $481M

25% more capital invested

Capital invested by funds: $18.1B → $22.7B (+$4.58B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

10% more funds holding

Funds holding: 1,0971,203 (+106)

0.29% more ownership

Funds ownership: 33.17%33.46% (+0.29%)

Holders
1,203
Holders Change
+106
Holders Change %
+9.66%
% of All Funds
15.85%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.03%
New
181
Increased
479
Reduced
282
Closed
56
Calls
$744M
Puts
$481M
Net Calls
+$263M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Valeo Financial Advisors
Indiana
$4.06M -$723K -40,845 -14%
ST
252
Sentinel Trust
Texas
$4.05M
FFG
253
Fortem Financial Group
California
$4.03M +$98.6K +5,566 +3%
JHCP
254
Jackson Hole Capital Partners
Oklahoma
$3.99M +$42.3K +2,387 +1%
MA
255
Mutual Advisors
Nebraska
$3.96M +$369K +20,856 +12%
KeyBank National Association
256
KeyBank National Association
Ohio
$3.88M +$93.5K +5,281 +3%
CA
257
CoreCap Advisors
Michigan
$3.88M +$554K +31,286 +19%
POIA
258
Pin Oak Investment Advisors
Texas
$3.86M
1WM
259
1900 Wealth Management
Texas
$3.83M +$48.6K +2,746 +1%
OAM
260
Oppenheimer Asset Management
New York
$3.78M +$122K +6,884 +4%
LF
261
Lee Financial
Texas
$3.78M +$29.3K +1,657 +0.9%
LC
262
Lavaca Capital
Texas
$3.78M
CCA
263
Corps Capital Advisors
Texas
$3.71M +$3.35M +189,152 New
BCM
264
Basso Capital Management
Connecticut
$3.69M
IWA
265
Icon Wealth Advisors
Texas
$3.64M +$207K +11,710 +7%
Fayez Sarofim & Co
266
Fayez Sarofim & Co
Texas
$3.61M +$2.48M +140,000 +318%
PH
267
Pinnacle Holdings
Oklahoma
$3.59M -$145K -8,180 -4%
AAS
268
Avantax Advisory Services
Texas
$3.58M +$364K +20,565 +13%
RWMG
269
Redwood Wealth Management Group
New Jersey
$3.57M -$80K -4,516 -2%
M&T Bank
270
M&T Bank
New York
$3.57M +$138K +7,811 +4%
AIC
271
Anthracite Investment Company
Texas
$3.57M -$565K -31,884 -15%
HFS
272
Howard Financial Services
Texas
$3.56M +$8.15K +460 +0.3%
CWP
273
CFM Wealth Partners
Texas
$3.54M -$101K -5,687 -3%
TB
274
Terril Brothers
Missouri
$3.5M +$13.3K +750 +0.4%
FDS
275
First Dallas Securities
Texas
$3.5M +$46.3K +2,616 +1%

ET Hedge Fund Activity: Q4 2024 in Review

1,203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2024, worth a combined $22.7B — up 25% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ET positions and 56 closed out — a net gain of 125 holders — while 479 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $574M. The largest seller was Blackstone Inc, cutting an estimated $1.37B.

  • 1,203 institutional investors held Energy Transfer Partners (ET) as of Q4 2024, up from 1,097 in Q3 2024.
  • Funds reported $22.7B of Energy Transfer Partners stock for Q4 2024, up 25% quarter-over-quarter.
  • 181 funds opened new Energy Transfer Partners positions in Q4 2024 and 56 closed out, a net change of +125 holders.
  • The largest Energy Transfer Partners buyer in Q4 2024 was Morgan Stanley, an estimated $574M added.
  • The largest Energy Transfer Partners seller in Q4 2024 was Blackstone Inc, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2024.