We are live on ! Find out more
ET icon

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
KWM
326
Kingsview Wealth Management
Oregon
$1.21M +$472K +35,580 +70%
EH
327
Equitable Holdings
New York
$1.21M -$154K -11,602 -12%
AWCI
328
Alpine Woods Capital Investors
New York
$1.21M -$146K -11,000 -11%
KFA
329
Kelleher Financial Advisors
New York
$1.21M -$2.53K -191 -0.2%
Cerity Partners
330
Cerity Partners
New York
$1.2M -$644K -48,567 -36%
QPW
331
Quantum Private Wealth
Florida
$1.2M +$22.6K +1,707 +2%
BIM
332
Bridges Investment Management
Nebraska
$1.2M
OA
333
Oxbow Advisors
Texas
$1.19M
MFG
334
MidWestOne Financial Group
Iowa
$1.18M +$263K +19,837 +31%
SFS
335
Summit Financial Strategies
Ohio
$1.18M
CIG
336
Cascade Investment Group
Colorado
$1.16M +$234K +17,650 +27%
DAS
337
Dynamic Advisor Solutions
Arizona
$1.15M +$587K +44,289 +117%
BAM
338
Belpointe Asset Management
Nevada
$1.14M +$199K +15,033 +23%
ZCM
339
Ziegler Capital Management
Illinois
$1.12M
MNBTD
340
Moody National Bank Trust Division
Texas
$1.12M +$5.08K +383 +0.5%
PL
341
Parkwood LLC
Ohio
$1.12M +$32.4K +2,445 +3%
TI
342
Tidal Investments
Wisconsin
$1.12M -$278K -20,991 -21%
PIWA
343
Prevail Innovative Wealth Advisors
Kansas
$1.11M +$1.05M +79,092 New
ML
344
McAdam LLC
Pennsylvania
$1.09M
Bank of New York Mellon
345
Bank of New York Mellon
New York
$1.09M +$68.6K +5,174 +7%
KA
346
Kovack Advisors
Florida
$1.08M +$32.2K +2,426 +3%
FFS
347
Founders Financial Securities
Maryland
$1.08M -$39.7K -2,995 -4%
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$1.08M +$3.41K +257 +0.3%
GC
349
GFG Capital
Florida
$1.06M
CF
350
Concorde Financial
Texas
$1.05M -$4.72M -355,548 -83%

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.