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Energy Transfer Partners

965 hedge funds and large institutions have $15.2B invested in Energy Transfer Partners in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 420 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $908M | Put options by funds: $349M

81% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 232

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

7% more capital invested

Capital invested by funds: $14.2B → $15.2B (+$1.03B)

7% more funds holding in top 10

Funds holding in top 10: 5559 (+4)

1% more funds holding

Funds holding: 953965 (+12)

1.52% less ownership

Funds ownership: 36.04%34.52% (-1.5%)

Holders
965
Holders Change
+12
Holders Change %
+1.26%
% of All Funds
15.32%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
0.94%
New
72
Increased
420
Reduced
232
Closed
50
Calls
$908M
Puts
$349M
Net Calls
+$560M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
FVCM
426
F&V Capital Management
Florida
$695K
FB
427
Fulton Bank
Pennsylvania
$691K +$520K +39,176 +389%
BP
428
BBR Partners
New York
$686K +$67.2K +5,069 +12%
SEI Investments
429
SEI Investments
Pennsylvania
$685K +$16.1K +1,215 +3%
WSC
430
Wellington Shields & Co
New York
$684K -$3.21K -242 -0.5%
ACS
431
Archford Capital Strategies
Illinois
$673K
ICG
432
InterOcean Capital Group
Tennessee
$656K +$15.8K +1,194 +3%
PA
433
Pinnacle Associates
New York
$655K -$68.4K -5,160 -10%
CB
434
Cadence Bank
Mississippi
$649K
TWM
435
Thrive Wealth Management
Pennsylvania
$646K
KIA
436
KCM Investment Advisors
California
$641K
DC
437
Davenport & Co
Virginia
$637K -$175K -13,169 -22%
SIC
438
Samalin Investment Counsel
New York
$635K -$30.9K -2,328 -5%
GIA
439
Guyasuta Investment Advisors
Pennsylvania
$632K +$68.4K +5,160 +13%
SVWAG
440
Sound View Wealth Advisors Group
Georgia
$631K +$175K +13,221 +42%
AO
441
Advisor OS
Illinois
$631K +$14.5K +1,090 +2%
Fayez Sarofim & Co
442
Fayez Sarofim & Co
Texas
$625K +$591K +44,573 New
PFPT
443
Pinnacle Financial Partners (Tennessee)
Tennessee
$610K
IWP
444
Invenio Wealth Partners
Florida
$606K -$26.5K -2,000 -4%
EWA
445
Exencial Wealth Advisors
Oklahoma
$606K +$8.29K +625 +1%
Lazard Asset Management
446
Lazard Asset Management
New York
$605K +$44K +3,318 +8%
FCM
447
Fourpath Capital Management
Oklahoma
$603K +$2.24K +169 +0.4%
IWN
448
Independent Wealth Network
Iowa
$603K +$4.54K +342 +0.8%
EFMC
449
Empire Financial Management Company
New York
$596K -$39.8K -3,000 -7%
OHIS
450
Oak Harvest Investment Services
Texas
$596K +$4.55K +343 +0.8%

ET Hedge Fund Activity: Q3 2023 in Review

965 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2023, worth a combined $15.2B — up 7.3% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ET positions and 50 closed out — a net gain of 22 holders — while 420 added to existing stakes and 232 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $124M. The largest seller was EnCap Flatrock Midstream Fund IV, cutting an estimated $204M.

  • 965 institutional investors held Energy Transfer Partners (ET) as of Q3 2023, up from 953 in Q2 2023.
  • Funds reported $15.2B of Energy Transfer Partners stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 72 funds opened new Energy Transfer Partners positions in Q3 2023 and 50 closed out, a net change of +22 holders.
  • The largest Energy Transfer Partners buyer in Q3 2023 was ALPS Advisors, an estimated $124M added.
  • The largest Energy Transfer Partners seller in Q3 2023 was EnCap Flatrock Midstream Fund IV, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2023.