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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
351
Bank of New York Mellon
New York
$922K -$386K -30,474 -30%
CI
352
Conning Inc
Connecticut
$922K
IF
353
Intrua Financial
Texas
$911K +$25.3K +1,995 +3%
GCM
354
Gibraltar Capital Management
Oklahoma
$910K +$3.56K +281 +0.4%
SMH
355
Sanders Morris Harris
Texas
$901K +$503K +39,656 +128%
CIC
356
Chase Investment Counsel
Virginia
$889K -$85K -6,710 -9%
GSC
357
Grey Street Capital
Illinois
$884K +$409K +32,277 +86%
SFO
358
Stokes Family Office
Louisiana
$883K
HIP
359
Harrell Investment Partners
Texas
$879K +$877K +69,239 New
NW
360
NewEdge Wealth
Pennsylvania
$873K +$19K +1,500 +2%
MA
361
Mutual Advisors
Nebraska
$855K -$51.4K -4,055 -6%
WIA
362
World Investment Advisors
California
$841K +$54.2K +4,280 +7%
TCA
363
Transcend Capital Advisors
New Jersey
$840K +$97.1K +7,663 +13%
BAM
364
Belpointe Asset Management
Nevada
$840K -$1.36M -107,007 -62%
SCA
365
Snowden Capital Advisors
New York
$839K +$174K +13,755 +26%
MMG
366
Monetary Management Group
Missouri
$838K
CIG
367
Cascade Investment Group
Colorado
$825K +$245K +19,300 +42%
IC
368
IEQ Capital
California
$822K +$28.7K +2,266 +4%
MFG
369
MidWestOne Financial Group
Iowa
$818K +$366K +28,910 +81%
LW
370
Linscomb Wealth
Texas
$804K -$36.4K -2,872 -4%
AIM
371
Anchor Investment Management
South Carolina
$803K +$13.9K +1,100 +2%
BSW
372
Buckingham Strategic Wealth
Missouri
$789K +$97.1K +7,661 +14%
PA
373
PFG Advisors
Arizona
$781K -$6.83K -539 -0.9%
FWM
374
Finer Wealth Management
Massachusetts
$779K
MWA
375
Meridian Wealth Advisors
Texas
$775K

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.