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Energy Transfer Partners

1,097 hedge funds and large institutions have $18.1B invested in Energy Transfer Partners in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 492 increasing their positions, 253 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 253

93% more call options, than puts

Call options by funds: $597M | Put options by funds: $309M

55% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,0771,097 (+20)

0% less capital invested

Capital invested by funds: $18.2B → $18.1B (-$37.8M)

0.27% less ownership

Funds ownership: 33.44%33.17% (-0.27%)

4% less funds holding in top 10

Funds holding in top 10: 6865 (-3)

Holders
1,097
Holders Change
+20
Holders Change %
+1.86%
% of All Funds
15.75%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.93%
New
87
Increased
492
Reduced
253
Closed
56
Calls
$597M
Puts
$309M
Net Calls
+$288M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
451
Chevy Chase Trust
Maryland
$837K +$23.9K +1,486 +3%
GC
452
Guggenheim Capital
Illinois
$824K -$73.6K -4,577 -8%
MECA
453
Miller Equity Capital Advisors
Texas
$824K
SVWAG
454
Sound View Wealth Advisors Group
Georgia
$808K +$111K +6,897 +16%
CFGSD
455
Compass Financial Group (South Dakota)
South Dakota
$804K +$3.99K +248 +0.5%
WSC
456
Wellington Shields & Co
New York
$795K
MWM
457
Mission Wealth Management
California
$793K +$61.8K +3,842 +8%
BBA
458
BLB&B Advisors
Pennsylvania
$788K
MNBTD
459
Moody National Bank Trust Division
Texas
$788K +$12.5K +777 +2%
SIC
460
Samalin Investment Counsel
New York
$766K +$9.81K +610 +1%
KIA
461
KCM Investment Advisors
California
$759K +$4.83K +300 +0.6%
NFSG
462
Newbridge Financial Services Group
Florida
$758K +$22.1K +1,373 +3%
SFA
463
Sequoia Financial Advisors
Ohio
$757K +$206K +12,787 +37%
TH
464
TCTC Holdings
Texas
$756K -$19.5K -1,210 -3%
TPW
465
Talon Private Wealth
Florida
$755K +$757K +47,072 New
9WM
466
9258 Wealth Management
Ohio
$752K
LAM
467
Lifestyle Asset Management
Texas
$747K +$29.9K +1,858 +4%
TWM
468
Thrive Wealth Management
Pennsylvania
$739K
AO
469
Advisor OS
Illinois
$738K +$499 +31 +0.1%
MOS
470
MGO One Seven
Ohio
$735K +$70.6K +4,388 +11%
National Bank of Canada
471
National Bank of Canada
Quebec, Canada
$728K +$264K +16,439 +57%
IWN
472
Independent Wealth Network
Iowa
$727K -$46.3K -2,879 -6%
HCM
473
Howard Capital Management
Georgia
$724K +$29.9K +1,858 +4%
MCM
474
Morton Capital Management
California
$724K +$11.6K +723 +2%
CRC
475
Curi RMB Capital
Illinois
$721K +$58K +3,608 +9%

ET Hedge Fund Activity: Q3 2024 in Review

1,097 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2024, worth a combined $18.1B — down 0.21% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new ET positions and 56 closed out — a net gain of 31 holders — while 492 added to existing stakes and 253 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $164M. The largest seller was Blackstone Inc, cutting an estimated $223M.

  • 1,097 institutional investors held Energy Transfer Partners (ET) as of Q3 2024, up from 1,077 in Q2 2024.
  • Funds reported $18.1B of Energy Transfer Partners stock for Q3 2024, down 0.21% quarter-over-quarter.
  • 87 funds opened new Energy Transfer Partners positions in Q3 2024 and 56 closed out, a net change of +31 holders.
  • The largest Energy Transfer Partners buyer in Q3 2024 was Fidelity Investments, an estimated $164M added.
  • The largest Energy Transfer Partners seller in Q3 2024 was Blackstone Inc, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2024.