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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
CB
476
Cadence Bank
Mississippi
$721K -$6.85K -426 -0.9%
BB
477
Burford Brothers
Texas
$721K -$1.3M -81,064 -64%
SFC
478
Strategic Financial Concepts
Texas
$720K -$10.9M -677,231 -94%
LSPW
479
Lake Street Private Wealth
Illinois
$719K -$4.2M -261,166 -85%
WW
480
Waterfront Wealth
Kansas
$718K -$2.8K -174 -0.4%
EFS
481
Essex Financial Services
Connecticut
$718K +$499 +31 +0.1%
PFPT
482
Pinnacle Financial Partners (Tennessee)
Tennessee
$712K -$27.1K -1,683 -4%
HCMT
483
Highland Capital Management (Tennessee)
Tennessee
$711K +$88.5K +5,500 +14%
PGF
484
Plan Group Financial
Oklahoma
$711K +$87.3K +5,424 +14%
BWA
485
Beam Wealth Advisors
Louisiana
$710K +$50.5K +3,137 +8%
Fayez Sarofim & Co
486
Fayez Sarofim & Co
Texas
$707K
CFP
487
Cascade Financial Partners
California
$700K
WAAG
488
Wealth Alliance Advisory Group
Kansas
$698K +$23.2K +1,441 +3%
CWM
489
Cornerstone Wealth Management
Missouri
$693K -$20.9K -1,301 -3%
CW
490
CreativeOne Wealth
Kansas
$692K +$150K +9,335 +28%
OHIS
491
Oak Harvest Investment Services
Texas
$685K +$32 +2 +0%
OWP
492
Obermeyer Wealth Partners
Colorado
$673K
MIA
493
MMBG Investment Advisors
Florida
$673K
BFG
494
Bouchey Financial Group
New York
$665K
ACI
495
Alpha Cubed Investments
California
$663K -$117K -7,249 -15%
MA
496
Modus Advisors
Minnesota
$663K
DI
497
Disciplined Investments
Oklahoma
$654K -$420K -26,076 -39%
MP
498
McDonald Partners
Ohio
$651K -$7.79K -484 -1%
AFP
499
Ausdal Financial Partners
Iowa
$647K +$25.4K +1,578 +4%
FG
500
Fiduciary Group
Georgia
$646K +$84K +5,220 +15%

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.