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Energy Transfer Partners
ET

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: 65 → 78 (+13)

10% more funds holding

Funds holding: 1,097 → 1,203 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$574M
2
Goldman Sachs
Goldman Sachs
New York
+$367M
3
JP Morgan Chase
JP Morgan Chase
New York
+$351M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$219M
5
UBS Group
UBS Group
Switzerland
+$98.4M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$1.37B
2
Bank of America
Bank of America
North Carolina
-$250M
3
Barclays
Barclays
United Kingdom
-$104M
4
Citadel Advisors
Citadel Advisors
Florida
-$93.3M
5
IAIM
International Assets Investment Management
Florida
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
826
Prossimo Advisors
California
$313K – – –
EWM
827
Executive Wealth Management
Michigan
$313K -$7.08K -400 -2%
MG
828
Mather Group
Illinois
$312K -$1.06K -60 -0.4%
LMKC
829
L.M. Kohn & Company
Ohio
$310K +$638 +36 +0.2%
TIAA Trust, National Association
830
TIAA Trust, National Association
North Carolina
$308K +$18.3K +1,031 +7%
WPP
831
Whalerock Point Partners
Rhode Island
$306K – – –
CWP
832
Curated Wealth Partners
California
$306K +$276K +15,600 New
WAM
833
Walker Asset Management
Missouri
$306K +$60.1K +3,394 +28%
KWM
834
Kiker Wealth Management
Georgia
$305K +$276K +15,585 New
RPWA
835
Regent Peak Wealth Advisors
Georgia
$304K – – –
KLCM
836
KG&L Capital Management
Louisiana
$304K -$3.54K -200 -1%
DI
837
Disciplined Investors
Texas
$304K +$276K +15,601 New
WWM
838
Westwood Wealth Management
California
$304K – – –
MFFIA
839
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$303K – – –
CFGW
840
Chancellor Financial Group WB
Pennsylvania
$303K +$274K +15,467 New
SP
841
Symmetry Partners
Connecticut
$302K +$273K +15,432 New
GGA
842
Granite Group Advisors
Connecticut
$302K -$14.6K -823 -5%
DWA
843
Douglass Winthrop Advisors
New York
$301K – – –
SFC
844
SYM Financial Corp
Indiana
$301K – – –
FPB
845
First PREMIER Bank
South Dakota
$300K – – –
CWP
846
Core Wealth Partners
California
$299K – – –
NLWP
847
Next Level Wealth Planning
Idaho
$299K +$271K +15,287 New
TMWM
848
Taylor & Morgan Wealth Management
Michigan
$299K +$270K +15,271 New
MEAC
849
M.E. Allison & Co
Texas
$298K +$269K +15,192 New
WA
850
Wealth Alliance
New York
$294K -$217K -12,231 -45%
32 33
34
35 36

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.