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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
WWMSC
401
Wagner Wealth Management (South Carolina)
South Carolina
$630K +$60.9K +4,820 +11%
EH
402
Equitable Holdings
New York
$629K +$147K +11,645 +30%
AW
403
Avion Wealth
Texas
$628K +$341 +27 +0.1%
BA
404
Bridgewater Advisors
New York
$625K +$240 +19 +0%
AAS
405
Ameritas Advisory Services
Nebraska
$622K +$203K +16,052 +48%
SFP
406
Sweet Financial Partners
Minnesota
$620K +$14.6K +1,156 +2%
FVCM
407
F&V Capital Management
Florida
$618K
WSC
408
Wellington Shields & Co
New York
$615K
ACS
409
Archford Capital Strategies
Illinois
$612K +$42.7K +3,381 +8%
OWP
410
Obermeyer Wealth Partners
Colorado
$610K -$26K -2,061 -4%
KWM
411
Kingsview Wealth Management
Oregon
$608K +$93.5K +7,397 +18%
SIC
412
Samalin Investment Counsel
New York
$600K +$3.16K +250 +0.5%
CFGSD
413
Compass Financial Group (South Dakota)
South Dakota
$589K +$6.33K +501 +1%
HNB
414
Huntington National Bank
Ohio
$585K +$20.3K +1,603 +4%
DC
415
Davenport & Co
Virginia
$583K +$17K +1,346 +3%
TF
416
Trek Financial
Arizona
$579K +$182K +14,399 +45%
PI
417
PFG Investments
New York
$578K +$586K +46,339 New
CB
418
Cadence Bank
Mississippi
$577K
BS
419
Banco Santander
Spain
$576K -$392K -31,029 -40%
TWM
420
Thrive Wealth Management
Pennsylvania
$574K
MMPW
421
Mitchell McLeod Pugh & Williams
Alabama
$571K -$39K -3,090 -6%
KIA
422
KCM Investment Advisors
California
$570K
CIG
423
Cascade Investment Group
Colorado
$569K +$94.8K +7,500 +20%
EFMC
424
Empire Financial Management Company
New York
$567K +$575K +45,500 New
LFAS
425
Level Four Advisory Services
Texas
$561K -$284K -22,502 -33%

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.