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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
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$105M -$26.3M -2,081,912 -20%
Jennison Associates
27
Jennison Associates
New York
$102M +$1.96M +155,324 +2%
Wells Fargo
28
Wells Fargo
California
$99.8M -$19.1M -1,511,390 -16%
RA
29
RR Advisors
Texas
$99M -$3.48M -275,000 -3%
Amundi
30
Amundi
France
$95.4M +$10.7M +843,882 +13%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$91.2M -$41.9M -3,315,073 -31%
NIM
32
NXG Investment Management
Texas
$83M -$8.78M -694,856 -9%
DPIM
33
Duff & Phelps Investment Management
Illinois
$80.7M -$11.2M -890,000 -12%
MHI
34
Miller Howard Investments
New York
$73.7M +$2.57M +203,253 +4%
SG
35
Stephens Group
Arkansas
$69.5M
EGA
36
Eagle Global Advisors
Texas
$65.9M +$2.21M +174,920 +3%
MVP
37
Miller Value Partners
Florida
$61.7M -$577K -45,645 -0.9%
WRBC
38
W.R. Berkley Corp
Connecticut
$59.6M
FI
39
Fractal Investments
Connecticut
$56.3M +$2.53K +200 +0%
PWPS
40
Pinnacle Wealth Planning Services
Ohio
$54.1M +$2.88M +227,700 +6%
DFG
41
Delphi Financial Group
Delaware
$50.4M
Stifel Financial
42
Stifel Financial
Missouri
$49.6M +$1.38M +109,583 +3%
HighTower Advisors
43
HighTower Advisors
Illinois
$48.5M -$2.41M -190,796 -5%
ICA
44
Infrastructure Capital Advisors
New York
$44M -$17.3M -1,368,308 -28%
LIM
45
Longfellow Investment Management
Massachusetts
$42.7M
RIA
46
Recurrent Investment Advisors
Texas
$38.4M +$1.6M +126,853 +4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$37.6M -$3.8M -300,323 -9%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$37.4M +$1.62M +128,039 +4%
BIC
49
Beach Investment Counsel
Pennsylvania
$37.2M +$1.29M +102,313 +4%
SFI
50
Susquehanna Fundamental Investments
Pennsylvania
$34.7M

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.