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Energy Transfer Partners

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: 6578 (+13)

10% more funds holding

Funds holding: 1,0971,203 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
876
Summit Asset Management
Tennessee
$267K -$26K -1,470 -10%
CCB
877
Country Club Bank
Missouri
$267K
HA
878
Herold Advisors
New York
$267K +$26.7K +1,509 +12%
CIAS
879
Capital Investment Advisory Services
North Carolina
$266K +$2.16K +122 +0.9%
WAM
880
WFA Asset Management
Wisconsin
$266K +$1.04K +59 +0.4%
GC
881
Grimes & Company
Massachusetts
$265K +$18.3K +1,033 +8%
UWM
882
USAdvisors Wealth Management
Minnesota
$264K -$17.7K -1,000 -7%
VCA
883
Verdence Capital Advisors
Maryland
$264K +$3.54K +200 +2%
SFP
884
Shepherd Financial Partners
Massachusetts
$264K +$4.21K +238 +2%
V
885
ViaWealth
Kansas
$264K
HPC
886
HM Payson & Co
Maine
$263K
TF
887
Trek Financial
Arizona
$263K -$96.3K -5,438 -29%
FA
888
Fermata Advisors
California
$261K -$28.7K -1,619 -11%
ODG
889
O'Dell Group
Ohio
$261K +$42.5K +2,400 +22%
CSIC
890
Clifford Swan Investment Counsel
California
$260K
EPAM
891
Euro Pacific Asset Management
Puerto Rico
$259K
KWAG
892
Kiely Wealth Advisory Group
North Carolina
$258K
RCA
893
Resonant Capital Advisors
Wisconsin
$258K
PWA
894
PCG Wealth Advisors
Kansas
$257K +$638 +36 +0.3%
WFM
895
Wolff Financial Management
Michigan
$257K +$354 +20 +0.2%
PSP
896
Principal Street Partners
Tennessee
$256K -$305K -17,248 -57%
TCM
897
Traynor Capital Management
Pennsylvania
$255K +$35.1K +1,983 +18%
SRC
898
Shufro Rose & Co
New York
$255K
SCM
899
Sterling Capital Management
North Carolina
$255K
BFS
900
Bradley Foster & Sargent
Connecticut
$254K

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.