We are live on ! Find out more
ET icon

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
KCFA
876
Key Client Fiduciary Advisors
New Jersey
$189K – – –
FHC
877
First Heartland Consultants
Missouri
$189K +$2.48K +154 +1%
AFA
878
American Financial Advisors
Georgia
$187K +$193 +12 +0.1%
CGH
879
CMG Global Holdings
Texas
$186K -$25.2K -1,565 -12%
JSW
880
Journey Strategic Wealth
New Jersey
$186K +$20.2K +1,256 +12%
CWM
881
Centurion Wealth Management
Virginia
$186K +$186K +11,559 New
SC
882
Sapient Capital
Indiana
$185K – – –
VC
883
Veery Capital
Delaware
$185K – – –
Lazard Asset Management
884
Lazard Asset Management
New York
$184K -$360K -22,402 -66%
MAM
885
McCarthy Asset Management
California
$184K +$740 +46 +0.4%
JSA
886
Jim Saulnier & Associates
Colorado
$183K +$183K +11,394 New
MWA
887
Mills Wealth Advisors
Texas
$182K +$183K +11,355 New
AWS
888
Arkfeld Wealth Strategies
Nebraska
$181K +$179K +11,131 New
ZIM
889
Zacks Investment Management
Illinois
$181K +$181K +11,257 New
FUBT
890
First United Bank & Trust
Maryland
$181K – – –
ITIM
891
Indiana Trust & Investment Management
Indiana
$180K – – –
TA
892
TKG Advisors
Indiana
$178K +$178K +11,068 New
TCM
893
Traynor Capital Management
Pennsylvania
$177K -$318K -19,737 -64%
AIM
894
AMI Investment Management
Indiana
$177K – – –
ODG
895
O'Dell Group
Ohio
$175K – – –
LSA
896
L & S Advisors
California
$174K -$48.3K -3,000 -22%
SDAM
897
Shulman DeMeo Asset Management
New York
$173K +$173K +10,777 New
BC
898
Barrett & Company
Rhode Island
$173K +$17.1K +1,064 +11%
SA
899
Strategic Advocates
Utah
$173K +$965 +60 +0.6%
EHC
900
Everett Harris & Co
California
$172K – – –
34 35
36
37 38

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.