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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
Wells Fargo
26
Wells Fargo
California
$119M +$5.15M +387,890 +5%
Citigroup
27
Citigroup
New York
$117M +$8.35M +629,300 +8%
Amundi
28
Amundi
France
$100M -$2.06M -154,984 -2%
RA
29
RR Advisors
Texas
$99.3M -$4.44M -335,000 -5%
NIM
30
NXG Investment Management
Texas
$93.4M +$4.26M +320,915 +5%
MHI
31
Miller Howard Investments
New York
$82.9M +$424K +31,949 +0.5%
FI
32
Fractal Investments
Connecticut
$79.7M +$8.59M +647,885 +13%
PCM
33
Patient Capital Management
Maryland
$78.8M -$379K -28,596 -0.5%
EFMFI
34
EnCap Flatrock Midstream Fund IV
Texas
$78.5M -$204M -15,343,818 -73%
SG
35
Stephens Group
Arkansas
$78.2M
DPIM
36
Duff & Phelps Investment Management
Illinois
$77.2M -$12.1M -915,666 -14%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$73.8M -$7.29M -549,934 -9%
EFMFI
38
EnCap Flatrock Midstream Fund III
Texas
$72.5M -$188M -14,163,526 -73%
EGA
39
Eagle Global Advisors
Texas
$72M -$327K -24,630 -0.5%
WRBC
40
W.R. Berkley Corp
Connecticut
$67.1M
Stifel Financial
41
Stifel Financial
Missouri
$63.5M +$5.97M +449,891 +11%
PWPS
42
Pinnacle Wealth Planning Services
Ohio
$61.1M +$313K +23,630 +0.5%
DFG
43
Delphi Financial Group
Delaware
$56.7M
HighTower Advisors
44
HighTower Advisors
Illinois
$54.1M -$585K -44,073 -1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$51.4M +$6.56M +494,348 +16%
RIA
46
Recurrent Investment Advisors
Texas
$49.3M +$2.52M +190,083 +6%
ICA
47
Infrastructure Capital Advisors
New York
$49.2M -$4.92M -370,781 -10%
Jennison Associates
48
Jennison Associates
New York
$48.3M -$61.9M -4,664,919 -58%
LPL Financial
49
LPL Financial
California
$46.9M +$7.67M +578,270 +21%
LIM
50
Longfellow Investment Management
Massachusetts
$45.7M -$2.15M -162,421 -5%

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.