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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
LA
301
LexAurum Advisors
Kansas
$1.38M +$64.5K +4,863 +5%
MWM
302
Meridian Wealth Management
Kentucky
$1.38M +$146K +11,014 +13%
CW
303
CreativeOne Wealth
Kansas
$1.37M -$11.2K -848 -0.9%
Wolverine Trading
304
Wolverine Trading
Illinois
$1.34M -$3.69M -278,157 -74%
RFM
305
Royal Fund Management
Florida
$1.34M +$48.9K +3,684 +4%
IFG
306
Independent Financial Group
California
$1.33M -$26K -1,957 -2%
IP
307
Intellectus Partners
California
$1.33M +$55.7K +4,201 +5%
SAM
308
Selway Asset Management
$1.33M -$6.63K -500 -0.5%
HTC
309
Haverford Trust Company
Pennsylvania
$1.32M +$3.98K +300 +0.3%
SAM
310
Secure Asset Management
Michigan
$1.32M -$678K -51,133 -35%
CWM
311
Congress Wealth Management
Massachusetts
$1.32M +$174K +13,106 +16%
AI
312
Atria Investments
North Carolina
$1.3M -$55K -4,147 -4%
GWM
313
Geneos Wealth Management
Colorado
$1.3M -$30.9K -2,329 -2%
QCG
314
Quadrant Capital Group
Ohio
$1.3M +$18.2K +1,375 +2%
LA
315
Legacy Advisors
Pennsylvania
$1.3M +$37.1K +2,800 +3%
ECG
316
Edge Capital Group
Georgia
$1.3M -$87.2K -6,571 -7%
SF
317
Synovus Financial
Georgia
$1.27M +$940K +70,832 +364%
FWM
318
Finer Wealth Management
Massachusetts
$1.27M +$383K +28,902 +47%
SIMG
319
Sonora Investment Management Group
Arizona
$1.26M +$70.3K +5,299 +6%
NP
320
Ninepoint Partners
Ontario, Canada
$1.25M
DCM
321
Donaldson Capital Management
Indiana
$1.25M -$5.73K -432 -0.5%
FAM
322
Formidable Asset Management
Ohio
$1.24M +$156K +11,775 +15%
SBIA
323
Sheaff Brock Investment Advisors
Indiana
$1.24M +$52.7K +3,972 +5%
GAM
324
Griffin Asset Management
New York
$1.22M +$33.1K +2,494 +3%
SWM
325
Spire Wealth Management
Virginia
$1.22M +$93.5K +7,052 +9%

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.