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Energy Transfer Partners

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: 1,0771,097 (+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: 6865 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
1001
Gilliland Jeter Wealth Management
Arkansas
$41K
CA
1002
Continuum Advisory
Idaho
$40.4K +$11.7K +729 +45%
HIA
1003
Harbor Investment Advisory
Maryland
$40.1K
SWM
1004
Sugarloaf Wealth Management
Georgia
$39.7K +$12.1K +750 +44%
MCI
1005
MRP Capital Investments
Georgia
$39.4K +$39.5K +2,456 New
AEPWM
1006
Atlantic Edge Private Wealth Management
Florida
$38.9K
KFI
1007
Key Financial Inc
Pennsylvania
$38.4K -$14.7K -913 -28%
ADL
1008
Asset Dedication LLC
California
$37.9K +$338 +21 +0.9%
FFL
1009
Financial Freedom LLC
Ohio
$36.8K +$724 +45 +2%
CAS
1010
Coppell Advisory Solutions
Texas
$35.9K -$547 -34 -1%
CTWM
1011
Cherry Tree Wealth Management
Minnesota
$35.5K
BCMLT
1012
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.4K +$8.56K +532 +33%
MHR
1013
Matthew Hamilton Rosenberg
$32.1K
TC
1014
Trust Company
Kansas
$32.1K
NB
1015
NBT Bank
New York
$32.1K +$32.2K +2,000 New
SHIM
1016
Stone House Investment Management
Pennsylvania
$31.9K +$241 +15 +0.8%
HDIM
1017
Hanson & Doremus Investment Management
Vermont
$31K
PCFFS
1018
Pacific Center for Financial Services
California
$30.8K
CIA
1019
Cape Investment Advisory
Georgia
$30.2K +$1.11K +69 +4%
EWM
1020
Evermay Wealth Management
Virginia
$29.6K
NFA
1021
Northwest Financial Advisors
Virginia
$29.2K +$29.3K +1,820 New
PFSC
1022
Peoples Financial Services Corp
Pennsylvania
$28.7K
CIAS
1023
CBIZ Investment Advisory Services
Ohio
$28.4K +$28.5K +1,771 New
AssetMark Inc
1024
AssetMark Inc
California
$28K +$26.8K +1,668 +2,138%
CB
1025
Community Bank
New York
$27.3K

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.