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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
226
Horizon Kinetics Asset Management
New York
$2.23M -$2.37K -187 -0.1%
FSA
227
Fort Sheridan Advisors
Illinois
$2.23M +$107K +8,475 +5%
IWM
228
IHT Wealth Management
Illinois
$2.21M +$147K +11,632 +7%
Lido Advisors
229
Lido Advisors
California
$2.2M +$1.01M +79,885 +86%
AI
230
ArchPoint Investors
Florida
$2.19M
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$2.19M +$74.5K +5,877 +4%
OAM
232
Oppenheimer Asset Management
New York
$2.19M +$10.6K +838 +0.5%
VFA
233
Valeo Financial Advisors
Indiana
$2.18M +$112K +8,820 +5%
1WM
234
1900 Wealth Management
Texas
$2.17M +$12.5K +989 +0.6%
GVAG
235
Great Valley Advisor Group
Delaware
$2.16M -$2M -157,640 -48%
IWP
236
Icon Wealth Partners
Texas
$2.08M +$6.25K +493 +0.3%
BHPW
237
Beverly Hills Private Wealth
California
$2.07M -$67.5K -5,330 -3%
LNC
238
Lincoln National Corp
Pennsylvania
$2.07M +$102K +8,066 +5%
MGIA
239
Moneta Group Investment Advisors
Missouri
$2.07M +$322K +25,397 +18%
KCM
240
Kornitzer Capital Management
Kansas
$2.07M
CWP
241
CFM Wealth Partners
Texas
$2.05M +$2.05M +161,749 New
HFS
242
Howard Financial Services
Texas
$2.02M +$9.22K +728 +0.5%
JHCP
243
Jackson Hole Capital Partners
Oklahoma
$1.98M +$50.2K +3,960 +3%
CG
244
Clarus Group
Texas
$1.97M +$1.44M +113,948 +278%
Pacer Advisors
245
Pacer Advisors
Pennsylvania
$1.96M -$115K -9,066 -6%
APW
246
Aurora Private Wealth
New Jersey
$1.95M -$91K -7,185 -4%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$171K +13,475 +10%
M&T Bank
248
M&T Bank
New York
$1.91M -$366K -28,914 -16%
CCM
249
Callodine Capital Management
Massachusetts
$1.91M
RJT
250
Raymond James Trust
Florida
$1.87M +$78.6K +6,203 +4%

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.