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Energy Transfer Partners

842 hedge funds and large institutions have $11.9B invested in Energy Transfer Partners in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 336 increasing their positions, 215 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 215

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

44% more call options, than puts

Call options by funds: $416M | Put options by funds: $288M

2% more funds holding

Funds holding: 827842 (+15)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

0.14% less ownership

Funds ownership: 39.24%39.1% (-0.14%)

12% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.66B)

Holders
842
Holders Change
+15
Holders Change %
+1.81%
% of All Funds
14.18%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
73
Increased
336
Reduced
215
Closed
49
Calls
$416M
Puts
$288M
Net Calls
+$128M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Change in
Stake
PM
476
Penbrook Management
New York
$306K +$112K +10,000 +49%
LWMG
477
Levy Wealth Management Group
Pennsylvania
$304K
MG
478
Mather Group
Illinois
$303K +$340K +30,351 New
DAS
479
Dynamic Advisor Solutions
Arizona
$299K -$14.3K -1,281 -4%
KWMG
480
King Wealth Management Group
Florida
$295K +$331K +29,536 New
Lazard Asset Management
481
Lazard Asset Management
New York
$294K +$331K +29,543 New
MFA
482
Morling Financial Advisors
California
$293K -$269K -24,050 -45%
HCP
483
Holt Capital Partners
Texas
$290K -$325K -29,016 -50%
AAS
484
Ameritas Advisory Services
Nebraska
$290K +$1.8K +161 +0.6%
CCA
485
Checchi Capital Advisers
California
$286K
WP
486
WealthSource Partners
California
$283K -$99.4K -8,873 -24%
ACI
487
Alpha Cubed Investments
California
$282K -$5.6K -500 -2%
RIM
488
Regent Investment Management
Kentucky
$281K +$33.6K +3,000 +12%
VIM
489
VELA Investment Management
Ohio
$278K +$312K +27,866 New
CWM
490
C2C Wealth Management
Arizona
$275K -$3.36K -300 -1%
JCG
491
John C. Goff
$275K
WT
492
Whittier Trust
California
$274K -$16.8K -1,500 -5%
HFM
493
Hartford Financial Management
Connecticut
$271K
MECA
494
Miller Equity Capital Advisors
Texas
$263K +$403 +36 +0.1%
FW
495
FirstPurpose Wealth
Utah
$257K +$997 +89 +0.3%
NW
496
NewEdge Wealth
Pennsylvania
$255K
EFS
497
Essex Financial Services
Connecticut
$255K +$291 +26 +0.1%
BCM
498
Bienville Capital Management
New York
$254K
VWA
499
Visionary Wealth Advisors
Illinois
$254K +$75.2K +6,715 +36%
FPS
500
Fieldpoint Private Securities
Connecticut
$253K +$1.45K +129 +0.5%

ET Hedge Fund Activity: Q2 2022 in Review

842 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2022, worth a combined $11.9B — down 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ET positions and 49 closed out — a net gain of 24 holders — while 336 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Comerica Bank, cutting an estimated $144M.

  • 842 institutional investors held Energy Transfer Partners (ET) as of Q2 2022, up from 827 in Q1 2022.
  • Funds reported $11.9B of Energy Transfer Partners stock for Q2 2022, down 12% quarter-over-quarter.
  • 73 funds opened new Energy Transfer Partners positions in Q2 2022 and 49 closed out, a net change of +24 holders.
  • The largest Energy Transfer Partners buyer in Q2 2022 was Morgan Stanley, an estimated $155M added.
  • The largest Energy Transfer Partners seller in Q2 2022 was Comerica Bank, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2022.