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Energy Transfer Partners
ET

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: 1,077 → 1,097 (+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: 68 → 65 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$164M
2
Morgan Stanley
Morgan Stanley
New York
+$108M
3
GWAG
Garrett Wealth Advisory Group
Texas
+$87.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$79.7M
5
IAIM
International Assets Investment Management
Florida
+$63M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$223M
2
Goldman Sachs
Goldman Sachs
New York
-$81.1M
3
MIM
Merewether Investment Management
Texas
-$75.2M
4
Nomura Holdings
Nomura Holdings
Japan
-$60.3M
5
N
Natixis
France
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
851
Probity Advisors
Texas
$206K – – –
PCMC
852
Paragon Capital Management (Colorado)
Colorado
$206K – – –
BJL
853
Brighton Jones LLC
Washington
$204K +$17.6K +1,094 +9%
KA
854
Klingman & Associates
New York
$202K – – –
CA
855
Cullinan Associates
Kentucky
$202K – – –
TF
856
Tompkins Financial
New York
$201K – – –
WC
857
Woodstock Corp
Massachusetts
$201K – – –
GC
858
Grimes & Company
Massachusetts
$200K +$201K +12,474 New
MWM
859
Modera Wealth Management
New Jersey
$199K +$5.62K +349 +3%
CFD
860
Creative Financial Designs
Indiana
$199K +$19.3K +1,200 +11%
MPCA
861
Madison Park Capital Advisors
Washington
$197K +$32 +2 +0%
MW
862
Marcum Wealth
Ohio
$197K -$10.8K -674 -5%
JE
863
JMAC Enterprises
Pennsylvania
$197K +$338 +21 +0.2%
TIA
864
Tandem Investment Advisors
South Carolina
$197K -$50.1K -3,114 -20%
PCA
865
Pallas Capital Advisors
Massachusetts
$197K +$193K +12,012 New
WAM
866
Walker Asset Management
Missouri
$196K +$2.94K +183 +2%
MSFP
867
Mark Sheptoff Financial Planning
Connecticut
$195K – – –
HA
868
Herold Advisors
New York
$194K +$145 +9 +0.1%
CFA
869
Capstone Financial Advisors
Illinois
$193K – – –
LJHT
870
Laurie J. Hall Trustee
$193K – – –
PWP
871
Private Wealth Partners
California
$193K +$193K +12,000 New
SIAG
872
Safeguard Investment Advisory Group
California
$192K +$2.49K +155 +1%
BTI
873
Blue Trust Inc
Georgia
$191K +$120K +7,468 +173%
DCM
874
Dudley Capital Management
Virginia
$191K – – –
UOTTAIMCU
875
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$190K – – –
33 34
35
36 37

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.