We are live on ! Find out more
ET icon

Energy Transfer Partners

928 hedge funds and large institutions have $13.7B invested in Energy Transfer Partners in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 380 increasing their positions, 236 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $630M | Put options by funds: $301M

63% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 57

61% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 236

2% more funds holding

Funds holding: 912928 (+16)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3% less capital invested

Capital invested by funds: $14.2B → $13.7B (-$409M)

2.08% less ownership

Funds ownership: 37.52%35.44% (-2.1%)

Holders
928
Holders Change
+16
Holders Change %
+1.75%
% of All Funds
14.79%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
93
Increased
380
Reduced
236
Closed
57
Calls
$630M
Puts
$301M
Net Calls
+$330M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Silvercrest Asset Management
New York
$2.07M -$7.2K -570 -0.3%
WANY
227
Wealthspire Advisors (New York)
New York
$2.05M +$51.6K +4,087 +3%
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$2.04M -$18.7K -1,478 -0.9%
IWP
229
Icon Wealth Partners
Texas
$2.04M +$2.07M +163,580 New
VFA
230
Valeo Financial Advisors
Indiana
$2.03M +$631K +49,915 +44%
KCM
231
Kornitzer Capital Management
Kansas
$2.03M
IWM
232
IHT Wealth Management
Illinois
$2.02M +$101K +8,013 +5%
1WM
233
1900 Wealth Management
Texas
$2.02M
APW
234
Aurora Private Wealth
New Jersey
$2.01M +$29.3K +2,320 +1%
HFS
235
Howard Financial Services
Texas
$1.98M +$7.99K +632 +0.4%
LNC
236
Lincoln National Corp
Pennsylvania
$1.93M +$371K +29,322 +23%
JHCP
237
Jackson Hole Capital Partners
Oklahoma
$1.9M +$39.2K +3,105 +2%
CCM
238
Callodine Capital Management
Massachusetts
$1.87M -$948K -75,000 -33%
AGP
239
Autumn Glory Partners
Texas
$1.83M -$48.8K -3,860 -3%
IAA
240
Independent Advisor Alliance
North Carolina
$1.82M -$68.7K -5,435 -4%
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$1.77M -$6.79K -537 -0.4%
RJT
242
Raymond James Trust
Florida
$1.75M -$46.6K -3,690 -3%
NFC
243
Northeast Financial Consultants
Connecticut
$1.75M
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$51.5K +4,072 +3%
OF
245
Outfitter Financial
Maine
$1.72M -$5.26K -416 -0.3%
SAM
246
Secure Asset Management
Michigan
$1.71M +$51.2K +4,050 +3%
MGIA
247
Moneta Group Investment Advisors
Missouri
$1.71M +$231K +18,260 +15%
KeyBank National Association
248
KeyBank National Association
Ohio
$1.71M +$87.4K +6,915 +5%
Sumitomo Mitsui Trust Group
249
Sumitomo Mitsui Trust Group
Japan
$1.7M
Wolverine Trading
250
Wolverine Trading
Illinois
$1.68M +$1.3M +102,905 +319%

ET Hedge Fund Activity: Q1 2023 in Review

928 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2023, worth a combined $13.7B — down 2.9% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new ET positions and 57 closed out — a net gain of 36 holders — while 380 added to existing stakes and 236 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Deutsche Bank, cutting an estimated $220M.

  • 928 institutional investors held Energy Transfer Partners (ET) as of Q1 2023, up from 912 in Q4 2022.
  • Funds reported $13.7B of Energy Transfer Partners stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 93 funds opened new Energy Transfer Partners positions in Q1 2023 and 57 closed out, a net change of +36 holders.
  • The largest Energy Transfer Partners buyer in Q1 2023 was JP Morgan Chase, an estimated $155M added.
  • The largest Energy Transfer Partners seller in Q1 2023 was Deutsche Bank, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2023.