We are live on ! Find out more
ET icon

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
HH
451
HWG Holdings
Texas
$595K
MCM
452
Morton Capital Management
California
$591K +$10.5K +791 +2%
OWP
453
Obermeyer Wealth Partners
Colorado
$589K
MIA
454
MMBG Investment Advisors
Florida
$588K
PI
455
PFG Investments
New York
$585K -$64.9K -4,893 -10%
BFG
456
Bouchey Financial Group
New York
$581K -$8.42K -635 -2%
MA
457
Modus Advisors
Minnesota
$579K
EA
458
Eudaimonia Advisors
Tennessee
$578K +$28.7K +2,167 +6%
XF
459
XML Financial
Maryland
$576K -$5.24K -395 -1%
MG
460
Mather Group
Illinois
$572K +$1.07K +81 +0.2%
WW
461
Waterfront Wealth
Kansas
$567K +$756 +57 +0.1%
MMPW
462
Mitchell McLeod Pugh & Williams
Alabama
$563K -$74.9K -5,645 -12%
QCI
463
Quaker Capital Investments
Pennsylvania
$561K
LF
464
Lee Financial
Texas
$555K
JPLA
465
Joseph P. Lucia & Associates
New York
$551K +$124K +9,320 +31%
DA
466
Doliver Advisors
Texas
$548K -$17.6K -1,328 -3%
SC
467
Samjo Capital
New York
$547K +$517K +39,000 New
GC
468
Guggenheim Capital
Illinois
$537K -$90.9K -6,852 -15%
TF
469
Trek Financial
Arizona
$534K -$41.1K -3,098 -8%
JWCA
470
J.W. Cole Advisors
Florida
$527K +$119K +8,934 +31%
AWE
471
Avidian Wealth Enterprises
Texas
$525K +$36.5K +2,753 +8%
TH
472
TCTC Holdings
Texas
$524K
VWA
473
Visionary Wealth Advisors
Illinois
$522K +$13.2K +993 +3%
NGA
474
Naples Global Advisors
Florida
$516K
NRS
475
Neville Rodie & Shaw
New York
$514K -$119 -9 -0%

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.