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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
WE
826
Wealth Effects
Massachusetts
$217K
WAM
827
WFA Asset Management
Wisconsin
$217K +$1.01K +63 +0.5%
CIAS
828
Capital Investment Advisory Services
North Carolina
$216K +$2.08K +129 +1%
V
829
ViaWealth
Kansas
$216K
HPC
830
HM Payson & Co
Maine
$216K
TWP
831
Tempus Wealth Planning
California
$214K +$25.9K +1,612 +14%
CWP
832
Concord Wealth Partners
Virginia
$214K +$18.8K +1,171 +10%
VCA
833
Verdence Capital Advisors
Maryland
$213K +$4.28K +266 +2%
CSIC
834
Clifford Swan Investment Counsel
California
$213K
DWA
835
Delap Wealth Advisory
Oregon
$213K +$4.09K +254 +2%
SFP
836
Shepherd Financial Partners
Massachusetts
$212K +$4.07K +253 +2%
GWP
837
Gateway Wealth Partners
Wisconsin
$212K -$15.3K -951 -7%
EPAM
838
Euro Pacific Asset Management
Puerto Rico
$212K +$7.96K +495 +4%
FDCDDQ
839
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K -$6.44K -400 -3%
RCA
840
Resonant Capital Advisors
Wisconsin
$212K
SRC
841
Shufro Rose & Co
New York
$211K
HGA
842
Hobbs Group Advisors
South Carolina
$211K
LI
843
LRI Investments
Florida
$211K
PWA
844
PCG Wealth Advisors
Kansas
$210K +$3.81K +237 +2%
WFM
845
Wolff Financial Management
Michigan
$210K +$354 +22 +0.2%
SCM
846
Sterling Capital Management
North Carolina
$209K +$209K +13,003 New
FCA
847
FLC Capital Advisors
California
$209K
BFS
848
Bradley Foster & Sargent
Connecticut
$208K
RA
849
Ruggaard & Associates
Ohio
$208K
KFS
850
Kaizen Financial Strategies
California
$208K +$3.89K +242 +2%

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.