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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
SIAG
926
Safeguard Investment Advisory Group
California
$238K +$2.6K +147 +1%
TWM
927
TCFG Wealth Management
California
$237K -$267K -15,101 -55%
PAS
928
Park Avenue Securities
New York
$237K +$214K +12,108 New
OSAM
929
O'Shaughnessy Asset Management
Connecticut
$237K +$36K +2,032 +20%
TWA
930
Talisman Wealth Advisors
New Jersey
$237K +$214K +12,086 New
MWM
931
Modera Wealth Management
New Jersey
$236K -$7.17K -405 -3%
KCFA
932
Key Client Fiduciary Advisors
New Jersey
$235K +$3.54K +200 +2%
LJHT
933
Laurie J. Hall Trustee
$235K
WA
934
WBH Advisory
Maryland
$235K +$212K +11,987 New
CFD
935
Creative Financial Designs
Indiana
$233K -$9.03K -510 -4%
DCM
936
Dudley Capital Management
Virginia
$233K
KFS
937
Kaizen Financial Strategies
California
$232K -$19.4K -1,096 -8%
BC
938
Barrett & Company
Rhode Island
$232K +$18.9K +1,070 +10%
UOTTAIMCU
939
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$231K
FG
940
Fairman Group
Pennsylvania
$228K -$182K -10,295 -47%
AFA
941
American Financial Advisors
Georgia
$228K +$177 +10 +0.1%
CWA
942
Centennial Wealth Advisory
Michigan
$227K +$206K +11,611 New
JSA
943
Jim Saulnier & Associates
Colorado
$227K +$3.65K +206 +2%
FHC
944
First Heartland Consultants
Missouri
$226K -$4.98K -281 -2%
GC
945
GatePass Capital
Ohio
$225K +$204K +11,500 New
VC
946
Veery Capital
Delaware
$225K
ECM
947
EagleClaw Capital Management
Massachusetts
$225K +$204K +11,500 New
BCA
948
Bay Colony Advisors
Massachusetts
$225K +$204K +11,494 New
Lazard Asset Management
949
Lazard Asset Management
New York
$225K +$283 +16 +0.1%
PPG
950
Peak Planning Group
Colorado
$225K +$203K +11,472 New

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.