We are live on ! Find out more
ET icon

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
AssetMark Inc
1001
AssetMark Inc
California
$172K +$124K +7,014 +402%
BONH
1002
Bank of New Hampshire
New Hampshire
$171K
AWM
1003
AllSquare Wealth Management
New York
$169K
FFWM
1004
Future Financial Wealth Management
Ohio
$167K -$140K -7,901 -48%
ACA
1005
American Capital Advisory
Idaho
$166K
FGC
1006
Financial Gravity Companies
Texas
$165K +$149K +8,400 New
TFA
1007
Toth Financial Advisory
Virginia
$164K +$53.1K +3,000 +56%
MA
1008
MCF Advisors
Kentucky
$161K +$35 +2 +0%
OLVIG
1009
Oliver Lagore Vanvalin Investment Group
Michigan
$157K +$89 +5 +0.1%
KPP
1010
Kings Path Partners
Texas
$157K
RAM
1011
Riggs Asset Management
Pennsylvania
$155K
EB
1012
Eastern Bank
Massachusetts
$153K +$17.7K +1,000 +15%
NRG
1013
Nemes Rush Group
Michigan
$151K
TCA
1014
Trifecta Capital Advisors
Illinois
$151K
RDIA
1015
RE Dickinson Investment Advisors
Iowa
$142K +$12.8K +724 New
ATC
1016
Adirondack Trust Company
New York
$137K +$17.9K +1,009 +17%
SIC
1017
SJS Investment Consulting
Ohio
$137K -$124K -7,000 -50%
Citadel Advisors
1018
Citadel Advisors
Florida
$136K -$93.3M -5,270,752 -100%
GC
1019
Garde Capital
Washington
$130K +$118K +6,635 New
M
1020
MOTCO
Texas
$126K
PG
1021
Proffitt & Goodson
Tennessee
$118K
SAM
1022
Smartleaf Asset Management
Massachusetts
$116K -$4.41K -249 -4%
BTD
1023
BankPlus Trust Department
Mississippi
$111K +$100K +5,671 New
SIS
1024
Strategic Investment Solutions
Illinois
$109K +$6.34K +358 +7%
SSB
1025
Sandy Spring Bank
Maryland
$109K +$19.5K +1,100 +25%

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.