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Energy Transfer Partners

965 hedge funds and large institutions have $15.2B invested in Energy Transfer Partners in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 420 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $908M | Put options by funds: $349M

81% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 232

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

7% more capital invested

Capital invested by funds: $14.2B → $15.2B (+$1.03B)

7% more funds holding in top 10

Funds holding in top 10: 5559 (+4)

1% more funds holding

Funds holding: 953965 (+12)

1.52% less ownership

Funds ownership: 36.04%34.52% (-1.5%)

Holders
965
Holders Change
+12
Holders Change %
+1.26%
% of All Funds
15.32%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
0.94%
New
72
Increased
420
Reduced
232
Closed
50
Calls
$908M
Puts
$349M
Net Calls
+$560M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$2.06M +$292K +21,980 +18%
BCM
252
Bluefin Capital Management
New York
$2.04M +$480K +36,200 +33%
KeyBank National Association
253
KeyBank National Association
Ohio
$2.03M +$58.8K +4,433 +3%
BCM
254
Brookstone Capital Management
Illinois
$2.03M +$752K +56,703 +65%
NFC
255
Northeast Financial Consultants
Connecticut
$1.97M
SF
256
Summit Financial
New Jersey
$1.96M +$1.61M +121,698 +668%
OF
257
Outfitter Financial
Maine
$1.93M
GBWM
258
Granite Bay Wealth Management
New Hampshire
$1.92M +$1.85M +139,672 New
Sumitomo Mitsui Trust Group
259
Sumitomo Mitsui Trust Group
Japan
$1.91M
AGP
260
Autumn Glory Partners
Texas
$1.9M -$126K -9,487 -7%
Pacer Advisors
261
Pacer Advisors
Pennsylvania
$1.9M -$254K -19,141 -12%
SGCA
262
Steel Grove Capital Advisors
Tennessee
$1.9M +$84.8K +6,393 +5%
GVAG
263
Great Valley Advisor Group
Delaware
$1.89M -$472K -35,618 -21%
PMAM
264
Penn Mutual Asset Management
Pennsylvania
$1.87M
KA
265
Kercheville Advisors
Texas
$1.85M +$26.5K +2,000 +2%
ACP
266
Aveo Capital Partners
Colorado
$1.85M +$121K +9,107 +7%
RWMG
267
Redwood Wealth Management Group
New Jersey
$1.84M +$9.44K +712 +0.5%
KMC
268
Kirr Marbach & Co
Indiana
$1.83M +$1.73M +130,428 New
PCIA
269
Prime Capital Investment Advisors
Kansas
$1.83M +$708K +53,356 +69%
UCFA
270
United Capital Financial Advisors
Texas
$1.83M -$4.92K -371 -0.3%
SAM
271
Silvercrest Asset Management
New York
$1.82M +$22.6K +1,700 +1%
MWM
272
Madison Wealth Management
Ohio
$1.82M -$995 -75 -0.1%
CCA
273
Cobblestone Capital Advisors
New York
$1.8M
LC
274
Lindbrook Capital
California
$1.8M +$63.1K +4,755 +4%
GRP
275
Global Retirement Partners
California
$1.78M -$12.9K -969 -0.7%

ET Hedge Fund Activity: Q3 2023 in Review

965 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2023, worth a combined $15.2B — up 7.3% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ET positions and 50 closed out — a net gain of 22 holders — while 420 added to existing stakes and 232 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $124M. The largest seller was EnCap Flatrock Midstream Fund IV, cutting an estimated $204M.

  • 965 institutional investors held Energy Transfer Partners (ET) as of Q3 2023, up from 953 in Q2 2023.
  • Funds reported $15.2B of Energy Transfer Partners stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 72 funds opened new Energy Transfer Partners positions in Q3 2023 and 50 closed out, a net change of +22 holders.
  • The largest Energy Transfer Partners buyer in Q3 2023 was ALPS Advisors, an estimated $124M added.
  • The largest Energy Transfer Partners seller in Q3 2023 was EnCap Flatrock Midstream Fund IV, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2023.