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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
HTC
301
Haverford Trust Company
Pennsylvania
$1.17M
AI
302
Atria Investments
North Carolina
$1.17M -$42.5K -3,365 -3%
Lido Advisors
303
Lido Advisors
California
$1.16M +$650K +51,418 +122%
FIA
304
Foundations Investment Advisors
Arizona
$1.16M +$36.8K +2,913 +3%
AWE
305
Avidian Wealth Enterprises
Texas
$1.14M +$205K +16,257 +22%
SIMG
306
Sonora Investment Management Group
Arizona
$1.14M -$91K -7,200 -7%
QCG
307
Quadrant Capital Group
Ohio
$1.14M +$1.04M +82,266 +922%
SPC
308
Sigma Planning Corp
Michigan
$1.12M +$22.4K +1,774 +2%
NP
309
Ninepoint Partners
Ontario, Canada
$1.12M +$295K +23,346 +35%
LA
310
Legacy Advisors
Pennsylvania
$1.09M
SI
311
Saxon Interests
Texas
$1.08M +$1.59K +126 +0.1%
KFA
312
Kelleher Financial Advisors
New York
$1.07M
MML Investors Services
313
MML Investors Services
Massachusetts
$1.07M -$200K -15,799 -16%
MSFS
314
Main Street Financial Solutions
Pennsylvania
$1.07M +$3.37K +267 +0.3%
AIA
315
Avalon Investment & Advisory
Texas
$1.06M +$124K +9,834 +13%
BIM
316
Bridges Investment Management
Nebraska
$1.06M
BG
317
Bahl & Gaynor
Ohio
$1.06M +$910K +72,000 +563%
SFS
318
Summit Financial Strategies
Ohio
$1.05M +$1.26K +100 +0.1%
GWM
319
Geneos Wealth Management
Colorado
$1.04M -$44K -3,479 -4%
MCA
320
Millennium Capital Advisors
Arkansas
$1.04M +$32.4K +2,560 +3%
FDS
321
First Dallas Securities
Texas
$1.03M +$79.6K +6,300 +8%
SWM
322
Spire Wealth Management
Virginia
$1.02M +$241K +19,032 +30%
ZCM
323
Ziegler Capital Management
Illinois
$1.02M
CWM
324
Congress Wealth Management
Massachusetts
$1.01M -$126K -10,000 -11%
FFS
325
Founders Financial Securities
Maryland
$998K +$21.5K +1,702 +2%

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.