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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$120M -$16.7M -1,318,935 -12%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$120M +$13M +1,023,606 +12%
Wells Fargo
28
Wells Fargo
California
$103M +$1.48M +116,489 +1%
Jennison Associates
29
Jennison Associates
New York
$103M -$367K -28,965 -0.4%
Citigroup
30
Citigroup
New York
$98.2M -$10.5M -830,181 -10%
Amundi
31
Amundi
France
$95M -$1.02M -80,268 -1%
RA
32
RR Advisors
Texas
$94.1M -$6.75M -533,000 -7%
DPIM
33
Duff & Phelps Investment Management
Illinois
$81.5M -$659K -52,000 -0.8%
NIM
34
NXG Investment Management
Texas
$80.5M -$4.03M -318,147 -5%
MHI
35
Miller Howard Investments
New York
$74.6M -$361K -28,518 -0.5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$73.8M -$19M -1,499,902 -21%
PCM
37
Patient Capital Management
Maryland
$71.7M +$62.2M +4,904,699 +663%
SG
38
Stephens Group
Arkansas
$70.8M
EGA
39
Eagle Global Advisors
Texas
$65.4M -$1.71M -134,699 -3%
FI
40
Fractal Investments
Connecticut
$63.9M +$6.59M +519,965 +12%
WRBC
41
W.R. Berkley Corp
Connecticut
$60.7M
PWPS
42
Pinnacle Wealth Planning Services
Ohio
$55M -$111K -8,750 -0.2%
Stifel Financial
43
Stifel Financial
Missouri
$51.8M +$1.26M +99,081 +2%
DFG
44
Delphi Financial Group
Delaware
$51.3M
HighTower Advisors
45
HighTower Advisors
Illinois
$49.5M +$132K +10,400 +0.3%
ICA
46
Infrastructure Capital Advisors
New York
$49.2M +$4.45M +351,017 +10%
LIM
47
Longfellow Investment Management
Massachusetts
$43.5M
RIA
48
Recurrent Investment Advisors
Texas
$42.2M +$3.07M +241,901 +8%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$40.2M +$1.95M +153,942 +5%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$38.3M +$240K +18,966 +0.6%

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.