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Energy Transfer Partners

912 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 351 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

64% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 214

60% more call options, than puts

Call options by funds: $514M | Put options by funds: $321M

10% more capital invested

Capital invested by funds: $12.9B → $14.2B (+$1.26B)

7% more funds holding

Funds holding: 850912 (+62)

0.67% less ownership

Funds ownership: 38.19%37.52% (-0.67%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

Holders
912
Holders Change
+62
Holders Change %
+7.29%
% of All Funds
14.66%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
0.85%
New
138
Increased
351
Reduced
214
Closed
54
Calls
$514M
Puts
$321M
Net Calls
+$192M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
401
Morling Financial Advisors
California
$618K +$13.1K +1,093 +2%
HIC
402
Holderness Investments Company
North Carolina
$618K
BFS
403
Bard Financial Services
Connecticut
$617K +$249K +20,750 +66%
SWRP
404
Summit Wealth & Retirement Planning
California
$612K -$7.2K -600 -1%
MECA
405
Miller Equity Capital Advisors
Texas
$609K +$108K +9,000 +21%
OWP
406
Obermeyer Wealth Partners
Colorado
$605K -$96K -8,000 -14%
BA
407
Bridgewater Advisors
New York
$595K +$792 +66 +0.1%
FVCM
408
F&V Capital Management
Florida
$588K
WSC
409
Wellington Shields & Co
New York
$586K
PCS
410
Personal CFO Solutions
New Jersey
$584K +$12.1K +1,012 +2%
LWAC
411
Laurel Wealth Advisors (California)
California
$584K +$36.3K +3,029 +7%
AW
412
Avion Wealth
Texas
$583K
MMPW
413
Mitchell McLeod Pugh & Williams
Alabama
$580K -$49.2K -4,100 -8%
SFP
414
Sweet Financial Partners
Minnesota
$576K +$276 +23 +0%
CG
415
Cutler Group
California
$574K +$412K +34,361 +245%
NW
416
NewEdge Wealth
Pennsylvania
$568K +$360K +30,017 +168%
SIC
417
Samalin Investment Counsel
New York
$568K -$3.91K -326 -0.7%
MWM
418
Madison Wealth Management
Ohio
$567K +$323K +26,900 +129%
WWM
419
Western Wealth Management
Colorado
$564K -$665K -55,446 -54%
FW
420
FirstPurpose Wealth
Utah
$557K +$254K +21,200 +82%
IF
421
Intrua Financial
Texas
$557K +$52.1K +4,341 +11%
CFGSD
422
Compass Financial Group (South Dakota)
South Dakota
$555K +$561K +46,743 New
IC
423
IEQ Capital
California
$552K +$1.31K +109 +0.2%
CB
424
Cadence Bank
Mississippi
$549K +$555K +46,245 New
TWM
425
Thrive Wealth Management
Pennsylvania
$546K

ET Hedge Fund Activity: Q4 2022 in Review

912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2022, worth a combined $14.2B — up 9.8% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ET positions and 54 closed out — a net gain of 84 holders — while 351 added to existing stakes and 214 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $191M. The largest seller was Blackstone Inc, cutting an estimated $209M.

  • 912 institutional investors held Energy Transfer Partners (ET) as of Q4 2022, up from 850 in Q3 2022.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 138 funds opened new Energy Transfer Partners positions in Q4 2022 and 54 closed out, a net change of +84 holders.
  • The largest Energy Transfer Partners buyer in Q4 2022 was Westwood Holdings Group, an estimated $191M added.
  • The largest Energy Transfer Partners seller in Q4 2022 was Blackstone Inc, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.