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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
VEA
376
Virtus ETF Advisers
New York
$775K -$90.9K -7,174 -11%
PTP
377
Platform Technology Partners
New York
$766K -$3.26K -257 -0.4%
EC
378
EJF Capital
Virginia
$762K
WWM
379
Western Wealth Management
Colorado
$762K -$1.5K -118 -0.2%
AWA
380
Arete Wealth Advisors
Illinois
$759K +$293K +23,089 +63%
WS
381
Wedbush Securities
California
$758K +$3.12K +246 +0.4%
PCM
382
Pointe Capital Management
Michigan
$756K
NP
383
Nilsine Partners
Colorado
$754K
CRC
384
Curi RMB Capital
Illinois
$754K -$1.28K -101 -0.2%
WA
385
Wealth Alliance
New York
$752K +$38.7K +3,051 +5%
SWM
386
Stockman Wealth Management
Montana
$748K -$50.7K -4,000 -6%
DC
387
Davenport & Co
Virginia
$744K +$149K +11,784 +25%
PCS
388
Personal CFO Solutions
New Jersey
$742K -$10.3K -809 -1%
BFS
389
Bard Financial Services
Connecticut
$740K +$79.2K +6,250 +12%
LCS
390
Levin Capital Strategies
New York
$737K +$735K +58,000 New
FFP
391
FourThought Financial Partners
Florida
$737K +$253 +20 +0%
KAS
392
Kestra Advisory Services
Texas
$734K +$732K +57,782 New
OW
393
Olistico Wealth
Oklahoma
$711K
LFAS
394
Level Four Advisory Services
Texas
$696K +$124K +9,782 +22%
HSBC Holdings
395
HSBC Holdings
United Kingdom
$693K -$160K -12,600 -19%
TFA
396
Teamwork Financial Advisors
Texas
$689K -$16.1K -1,272 -2%
WWMSC
397
Wagner Wealth Management (South Carolina)
South Carolina
$688K +$46.7K +3,685 +7%
BBA
398
BLB&B Advisors
Pennsylvania
$685K
HA
399
HFG Advisors
Ohio
$679K
AW
400
Avion Wealth
Texas
$673K +$786 +62 +0.1%

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.