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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
RA
1076
Rise Advisors
New York
$53.3K -$1.59K -90 -3%
OC
1077
Oarsman Capital
Wisconsin
$51.5K +$16.6K +937 +55%
CIAS
1078
CBIZ Investment Advisory Services
Ohio
$51.2K +$14.9K +843 +48%
HEIP
1079
Hudson Edge Investment Partners
New Jersey
$50.9K
FWA
1080
FSC Wealth Advisors
New York
$50.6K +$17.7K +1,000 +63%
HIA
1081
Harbor Investment Advisory
Maryland
$49K
CAS
1082
Coppell Advisory Solutions
Texas
$48.5K +$4.32K +244 +11%
KFI
1083
Key Financial Inc
Pennsylvania
$47.7K +$779 +44 +2%
AEPWM
1084
Atlantic Edge Private Wealth Management
Florida
$47.5K
CWM
1085
Crowley Wealth Management
Delaware
$47K +$42.5K +2,400 New
DSC
1086
Duncker Streett & Co
Missouri
$47K +$42.5K +2,400 New
CA
1087
Continuum Advisory
Idaho
$46.9K +$691 +39 +2%
ADL
1088
Asset Dedication LLC
California
$46.7K +$354 +20 +0.8%
VWM
1089
Vermillion Wealth Management
Minnesota
$45.8K +$41.4K +2,336 New
SA
1090
SRH Advisors
Kansas
$45.5K +$41.2K +2,325 New
CTWM
1091
Cherry Tree Wealth Management
Minnesota
$43.3K
HNW
1092
High Note Wealth
Minnesota
$43.1K +$39K +2,200 New
T
1093
Tidemark
California
$42.9K +$14.4K +811 +59%
BCMLT
1094
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.6K +$549 +31 +1%
BHWM
1095
Beaird Harris Wealth Management
Texas
$42.2K +$14.5K +820 +62%
GSWM
1096
Golden State Wealth Management
California
$40.6K +$36.7K +2,072 New
CCM
1097
Chilton Capital Management
Texas
$39.2K -$105K -5,949 -75%
NB
1098
NBT Bank
New York
$39.2K
TC
1099
Trust Company
Kansas
$39.2K
CNBTD
1100
Citizens National Bank Trust Department
Mississippi
$39.2K +$35.4K +2,000 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.