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Energy Transfer Partners

850 hedge funds and large institutions have $12.9B invested in Energy Transfer Partners in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 344 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $525M | Put options by funds: $312M

65% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 208

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

17% more funds holding in top 10

Funds holding in top 10: 4755 (+8)

8% more capital invested

Capital invested by funds: $11.9B → $12.9B (+$1B)

1% more funds holding

Funds holding: 842850 (+8)

0.91% less ownership

Funds ownership: 39.1%38.19% (-0.91%)

Holders
850
Holders Change
+8
Holders Change %
+0.95%
% of All Funds
14.64%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.95%
New
74
Increased
344
Reduced
208
Closed
52
Calls
$525M
Puts
$312M
Net Calls
+$213M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
476
Dynamic Advisor Solutions
Arizona
$336K +$5.22K +469 +2%
CSIC
477
Clifford Swan Investment Counsel
California
$334K -$10.7K -960 -3%
SWM
478
Spire Wealth Management
Virginia
$332K -$491K -44,107 -59%
APP
479
Avantax Planning Partners
Iowa
$332K +$104K +9,303 +45%
PWS
480
Private Wealth Strategies
Ohio
$331K +$334K +30,000 New
AC
481
Asio Capital
Kentucky
$330K -$15K -1,350 -4%
MSAM
482
Moloney Securities Asset Management
Missouri
$329K +$92.8K +8,331 +39%
VWA
483
Visionary Wealth Advisors
Illinois
$328K +$47.1K +4,231 +17%
KWMG
484
King Wealth Management Group
Florida
$326K
Lazard Asset Management
485
Lazard Asset Management
New York
$325K
AAS
486
Ameritas Advisory Services
Nebraska
$324K +$3.5K +314 +1%
WT
487
Whittier Trust
California
$322K +$19.5K +1,750 +6%
ACI
488
Alpha Cubed Investments
California
$319K +$7.62K +684 +2%
SI
489
SCP Investment
California
$318K +$44.5K +4,000 +16%
MG
490
Mather Group
Illinois
$316K -$18.9K -1,696 -6%
CWM
491
C2C Wealth Management
Arizona
$309K
TSS
492
Two Sigma Securities
New York
$308K +$311K +27,922 New
SWA
493
Stratos Wealth Advisors
Ohio
$302K -$193K -17,331 -39%
Prudential Financial
494
Prudential Financial
New Jersey
$302K +$306K +27,508 New
HFM
495
Hartford Financial Management
Connecticut
$299K
TF
496
Trek Financial
Arizona
$295K -$129K -11,608 -30%
SIG
497
Stonegate Investment Group
Alabama
$290K +$60.6K +5,440 +26%
MCA
498
Magnolia Capital Advisors
Mississippi
$287K +$289K +25,979 New
FW
499
FirstPurpose Wealth
Utah
$284K
EFS
500
Essex Financial Services
Connecticut
$283K +$312 +28 +0.1%

ET Hedge Fund Activity: Q3 2022 in Review

850 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2022, worth a combined $12.9B — up 8.4% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ET positions and 52 closed out — a net gain of 22 holders — while 344 added to existing stakes and 208 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 850 institutional investors held Energy Transfer Partners (ET) as of Q3 2022, up from 842 in Q2 2022.
  • Funds reported $12.9B of Energy Transfer Partners stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 74 funds opened new Energy Transfer Partners positions in Q3 2022 and 52 closed out, a net change of +22 holders.
  • The largest Energy Transfer Partners buyer in Q3 2022 was JP Morgan Chase, an estimated $110M added.
  • The largest Energy Transfer Partners seller in Q3 2022 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2022.