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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
AA
351
Argent Advisors
Louisiana
$849K +$10.4K +825 +1%
NW
352
NewEdge Wealth
Pennsylvania
$839K +$245K +19,361 +40%
HSBC Holdings
353
HSBC Holdings
United Kingdom
$829K +$65.2K +5,159 +8%
US Bancorp
354
US Bancorp
Minnesota
$827K -$112K -8,833 -12%
LW
355
Linscomb Wealth
Texas
$825K -$420K -33,242 -33%
MMG
356
Monetary Management Group
Missouri
$823K +$25.3K +2,000 +3%
QPW
357
Quantum Private Wealth
Florida
$813K -$4.5K -356 -0.5%
AWS
358
AJ Wealth Strategies
New York
$786K +$14.5K +1,144 +2%
SWM
359
Stockman Wealth Management
Montana
$784K +$12.6K +1,000 +2%
IWN
360
Independent Wealth Network
Iowa
$782K -$21.9K -1,734 -3%
IC
361
IEQ Capital
California
$779K +$201K +15,906 +34%
DF
362
Donoghue Forlines
Massachusetts
$777K -$81K -6,412 -9%
AIM
363
Anchor Investment Management
South Carolina
$775K +$69.5K +5,500 +10%
PA
364
PFG Advisors
Arizona
$773K -$196K -15,501 -20%
WIA
365
World Investment Advisors
California
$772K +$37.9K +3,000 +5%
MWM
366
Madison Wealth Management
Ohio
$772K +$178K +14,085 +29%
FWM
367
Finer Wealth Management
Massachusetts
$765K +$298K +23,547 +62%
HWM
368
HB Wealth Management
Georgia
$763K +$9.06K +717 +1%
MWA
369
Meridian Wealth Advisors
Texas
$761K
CG
370
Cutler Group
California
$761K +$161K +12,705 +26%
WWM
371
Western Wealth Management
Colorado
$750K +$159K +12,601 +27%
EC
372
EJF Capital
Virginia
$748K
KTC
373
Kistler-Tiffany Companies
Pennsylvania
$742K
PCM
374
Pointe Capital Management
Michigan
$742K -$22.1K -1,750 -3%
CRC
375
Curi RMB Capital
Illinois
$742K +$19.4K +1,534 +3%

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.