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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
CTA
426
Chesley Taft & Associates
Illinois
$1.32M +$266K +15,000 +29%
PTP
427
Platform Technology Partners
New York
$1.32M +$9.79K +553 +0.8%
BCM
428
Bourgeon Capital Management
Connecticut
$1.32M -$714K -40,325 -38%
MFG
429
Merit Financial Group
Georgia
$1.31M +$604K +34,105 +104%
OCPWS
430
One Charles Private Wealth Services
Massachusetts
$1.31M -$44.1K -2,490 -4%
PWP
431
Private Wealth Partners
California
$1.3M +$965K +54,500 +454%
JPLA
432
Joseph P. Lucia & Associates
New York
$1.3M +$242K +13,693 +26%
MWA
433
Meridian Wealth Advisors
Texas
$1.3M +$91.6K +5,174 +8%
WGC
434
Watts Gwilliam & Co
Arizona
$1.3M +$1.18M +66,532 New
CFGS
435
Concourse Financial Group Securities
Alabama
$1.27M +$39.5K +2,233 +4%
HVP
436
Hudson Value Partners
Florida
$1.27M +$17.7K +1,000 +2%
MMG
437
Monetary Management Group
Missouri
$1.25M
BAM
438
Belpointe Asset Management
Nevada
$1.25M -$180K -10,146 -12%
AIM
439
Anchor Investment Management
South Carolina
$1.25M
EFMC
440
Empire Financial Management Company
New York
$1.24M +$53.1K +3,000 +5%
BAM
441
Berkshire Asset Management
Pennsylvania
$1.24M -$29.3K -1,657 -3%
TWC
442
TD Waterhouse Canada
Ontario, Canada
$1.23M +$122K +6,877 +12%
CIG
443
Cullen Investment Group
Louisiana
$1.23M
KA
444
Kovack Advisors
Florida
$1.22M -$91.8K -5,186 -8%
CAI
445
Capital Advisors Inc
Oklahoma
$1.2M +$5.81K +328 +0.5%
CL
446
Choreo LLC
Illinois
$1.19M +$116K +6,541 +12%
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
$1.19M +$666K +37,633 +164%
CPM
448
Connective Portfolio Management
New York
$1.18M +$1.06M +60,000 New
GA
449
GFS Advisors
Texas
$1.18M
LWP
450
LMG Wealth Partners
Louisiana
$1.17M +$1.06M +59,878 New

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.