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Energy Transfer Partners

912 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 351 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

64% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 214

60% more call options, than puts

Call options by funds: $514M | Put options by funds: $321M

10% more capital invested

Capital invested by funds: $12.9B → $14.2B (+$1.26B)

7% more funds holding

Funds holding: 850912 (+62)

0.67% less ownership

Funds ownership: 38.19%37.52% (-0.67%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

Holders
912
Holders Change
+62
Holders Change %
+7.29%
% of All Funds
14.66%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
0.85%
New
138
Increased
351
Reduced
214
Closed
54
Calls
$514M
Puts
$321M
Net Calls
+$192M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
301
LexAurum Advisors
Kansas
$1.12M +$5.61K +468 +0.5%
HTC
302
Haverford Trust Company
Pennsylvania
$1.12M -$53K -4,416 -4%
IFG
303
Independent Financial Group
California
$1.1M +$29.2K +2,432 +3%
CD
304
Chapin Davis
Maryland
$1.1M +$1.11M +92,601 New
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$1.1M -$64.8M -5,404,725 -98%
ICM
306
Invenomic Capital Management
Massachusetts
$1.09M -$4.01M -334,590 -78%
CWM
307
Congress Wealth Management
Massachusetts
$1.08M -$180K -15,000 -14%
FSA
308
Fort Sheridan Advisors
Illinois
$1.08M -$46.1K -3,840 -4%
FIA
309
Foundations Investment Advisors
Arizona
$1.07M +$858K +71,489 +381%
SI
310
Saxon Interests
Texas
$1.07M
CW
311
CreativeOne Wealth
Kansas
$1.06M +$31.4K +2,618 +3%
SPC
312
Sigma Planning Corp
Michigan
$1.04M -$35.5K -2,956 -3%
LA
313
Legacy Advisors
Pennsylvania
$1.04M +$100K +8,361 +11%
GWM
314
Geneos Wealth Management
Colorado
$1.04M -$4.44K -370 -0.4%
HF
315
HRT Financial
New York
$1.03M +$1.05M +87,147 New
KFA
316
Kelleher Financial Advisors
New York
$1.02M
MCC
317
Money Concepts Capital
Florida
$1.02M +$1.03M +85,512 New
BIM
318
Bridges Investment Management
Nebraska
$1.01M
MSFS
319
Main Street Financial Solutions
Pennsylvania
$1.01M +$25.7K +2,142 +3%
SFS
320
Summit Financial Strategies
Ohio
$997K
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$997K +$809K +67,439 +407%
PL
322
Parkwood LLC
Ohio
$982K +$27.4K +2,287 +3%
ZCM
323
Ziegler Capital Management
Illinois
$966K
XT
324
XTX Topco
Cayman Islands
$956K +$966K +80,566 New
BS
325
Boenning & Scattergood
Pennsylvania
$956K -$6.43K -536 -0.6%

ET Hedge Fund Activity: Q4 2022 in Review

912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2022, worth a combined $14.2B — up 9.8% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ET positions and 54 closed out — a net gain of 84 holders — while 351 added to existing stakes and 214 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $191M. The largest seller was Blackstone Inc, cutting an estimated $209M.

  • 912 institutional investors held Energy Transfer Partners (ET) as of Q4 2022, up from 850 in Q3 2022.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 138 funds opened new Energy Transfer Partners positions in Q4 2022 and 54 closed out, a net change of +84 holders.
  • The largest Energy Transfer Partners buyer in Q4 2022 was Westwood Holdings Group, an estimated $191M added.
  • The largest Energy Transfer Partners seller in Q4 2022 was Blackstone Inc, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.