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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
TIAA Trust, National Association
801
TIAA Trust, National Association
North Carolina
$235K -$12.7K -791 -5%
SAS
802
Stelac Advisory Services
New York
$234K
HCM
803
Hollencrest Capital Management
California
$234K +$1.11K +69 +0.5%
CG
804
CFO4Life Group
Texas
$234K +$2.08K +129 +0.9%
AWA
805
Amplius Wealth Advisors
Pennsylvania
$233K -$821 -51 -0.3%
UWM
806
USAdvisors Wealth Management
Minnesota
$233K +$63.6K +3,950 +37%
HBWM
807
Hollow Brook Wealth Management
New York
$232K
LFG
808
Larson Financial Group
Missouri
$230K -$38.4K -2,384 -14%
EIP
809
Ellis Investment Partners
Pennsylvania
$229K +$3.1K +193 +1%
HWM
810
Hemington Wealth Management
Virginia
$229K
FNT
811
First National Trust
Pennsylvania
$228K -$8.04K -500 -3%
TWM
812
Trueblood Wealth Management
Ohio
$228K
SAM
813
Secure Asset Management
Michigan
$227K +$227K +14,128 New
UIA
814
Ulland Investment Advisors
Minnesota
$225K -$2.3K -143 -1%
FCBT
815
First Citizens Bank & Trust
North Carolina
$225K +$42K +2,613 +23%
SIC
816
SJS Investment Consulting
Ohio
$224K +$219K +13,610 +3,649%
PIA
817
Perennial Investment Advisors
California
$223K -$20.6K -1,280 -8%
ST
818
Smithfield Trust
Pennsylvania
$221K
Koshinski Asset Management
819
Koshinski Asset Management
Illinois
$221K +$274 +17 +0.1%
MCCA
820
Mill Creek Capital Advisors
Pennsylvania
$221K
TA
821
TrueWealth Advisors
Alabama
$221K +$51.8K +3,222 +31%
FM
822
Family Management
New York
$219K +$220K +13,664 New
CCB
823
Country Club Bank
Missouri
$219K +$8.04K +500 +4%
KWAG
824
Kiely Wealth Advisory Group
North Carolina
$219K +$207K +12,862 New
WWA
825
WCG Wealth Advisors
Nevada
$219K +$7.3K +454 +3%

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.