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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
CPA
451
Cowen Prime Advisors
New York
$489K +$6.32K +500 +1%
EA
452
Eudaimonia Advisors
Tennessee
$487K +$2.53K +200 +0.5%
XF
453
XML Financial
Maryland
$476K +$1.6K +127 +0.3%
BWM
454
BigSur Wealth Management
Florida
$474K +$13 +1 +0%
SRSA
455
S.R. Schill & Associates
Washington
$471K +$255K +20,194 +115%
NGA
456
Naples Global Advisors
Florida
$468K +$34.1K +2,700 +8%
GSC
457
Grey Street Capital
Illinois
$466K +$472K +37,367 New
TH
458
TCTC Holdings
Texas
$466K
GAM
459
Gould Asset Management
California
$465K
WFAG
460
Wescott Financial Advisory Group
Pennsylvania
$462K +$10.6K +842 +2%
NRS
461
Neville Rodie & Shaw
New York
$457K -$86.1K -6,812 -16%
AWA
462
Arete Wealth Advisors
Illinois
$457K +$22.5K +1,777 +5%
VWA
463
Visionary Wealth Advisors
Illinois
$449K +$4.6K +364 +1%
WWP
464
WR Wealth Planners
Missouri
$447K +$453K +35,852 New
MFG
465
MidWestOne Financial Group
Iowa
$443K +$296K +23,452 +195%
CP
466
Camelot Portfolios
Ohio
$436K +$480 +38 +0.1%
SVWAG
467
Sound View Wealth Advisors Group
Georgia
$436K -$191K -15,091 -30%
ATC
468
Argent Trust Co
Tennessee
$433K +$439K +34,760 New
BAM
469
Berkshire Asset Management
Pennsylvania
$431K
SWRP
470
Summit Wealth & Retirement Planning
California
$429K -$216K -17,107 -33%
IMC Chicago
471
IMC Chicago
Illinois
$427K -$914K -72,290 -68%
DI
472
Diligent Investors
California
$425K
BFG
473
Bouchey Financial Group
New York
$424K +$430K +34,007 New
FNBT
474
FineMark National Bank & Trust
Florida
$421K +$205K +16,260 +93%
Bessemer Group
475
Bessemer Group
New Jersey
$419K -$24K -1,900 -5%

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.