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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
FT
901
Fiduciary Trust
Massachusetts
$172K +$2.41K +150 +1%
MWM
902
Mindset Wealth Management
Indiana
$171K +$171K +10,634 New
PFG
903
Prosperity Financial Group
California
$169K – – –
Prudential Financial
904
Prudential Financial
New Jersey
$169K -$2.85K -177 -2%
VNA
905
Valley National Advisers
Pennsylvania
$169K +$386 +24 +0.2%
MA
906
Montag & Associates
Georgia
$169K +$35.4K +2,201 +26%
SMC
907
Smith, Moore & Co
Missouri
$169K +$169K +10,508 New
IPW
908
IronBridge Private Wealth
Texas
$168K +$467 +29 +0.3%
OSAM
909
O'Shaughnessy Asset Management
Connecticut
$166K +$162K +10,058 New
TDC
910
Thompson Davis & Co
Virginia
$166K -$20.1K -1,250 -11%
LWM
911
Lyell Wealth Management
California
$166K -$1.38K -86 -0.8%
CCM
912
Colorado Capital Management
Colorado
$166K – – –
SXL
913
Summit X LLC
Missouri
$165K +$164K +10,196 New
PWLP
914
Prio Wealth Limited Partnership
Massachusetts
$165K – – –
RIL
915
Rothschild Investment LLC
Illinois
$164K +$3.22K +200 +2%
UCFA
916
United Capital Financial Advisors
Texas
$164K -$1.98K -123 -1%
SQA
917
Simon Quick Advisors
New Jersey
$163K +$164K +10,180 New
AC
918
AlphaCore Capital
California
$163K – – –
VFA
919
Voya Financial Advisors
Connecticut
$163K +$145 +9 +0.1%
CAC
920
Certified Advisory Corp
Florida
$163K +$97 +6 +0.1%
PIAS
921
PCA Investment Advisory Services
Ohio
$163K – – –
PCP
922
Proficio Capital Partners
Massachusetts
$162K -$48.3K -3,000 -23%
EWM
923
EPG Wealth Management
Georgia
$162K +$162K +10,068 New
AF
924
Apollon Financial
South Carolina
$161K – – –
ACM
925
Anfield Capital Management
California
$159K +$515 +32 +0.3%
35 36
37
38 39

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.