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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
WA
476
WealthTrust Axiom
Pennsylvania
$417K -$35.8K -2,833 -8%
JWCA
477
J.W. Cole Advisors
Florida
$410K +$70.4K +5,573 +20%
TPW
478
Tiller Private Wealth
Pennsylvania
$404K -$571K -45,179 -58%
Toronto Dominion Bank
479
Toronto Dominion Bank
Ontario, Canada
$399K -$63K -4,985 -13%
GCP
480
Gill Capital Partners
Colorado
$399K +$253K +20,000 +167%
AWAG
481
ARS Wealth Advisors Group
Florida
$398K +$9.16K +725 +2%
RF
482
Rollins Financial
Georgia
$394K +$399K +31,590 New
HCM
483
Hilton Capital Management
New York
$389K
SG
484
Somerset Group
Minnesota
$387K
SMH
485
Sanders Morris Harris
Texas
$385K -$476K -37,656 -55%
FG
486
Fiduciary Group
Georgia
$385K +$104K +8,235 +36%
DI
487
Disciplined Investments
Oklahoma
$384K +$151K +11,948 +63%
AHC
488
Adell Harriman & Carpenter
Texas
$383K +$389K +30,749 New
VC
489
Veracity Capital
Georgia
$383K -$11.9K -940 -3%
TP
490
Tranquility Partners
Tennessee
$381K -$62.6K -4,954 -14%
AC
491
Asio Capital
Kentucky
$379K
NFSG
492
Newbridge Financial Services Group
Florida
$377K +$272K +21,541 +247%
AGC
493
Aspen Grove Capital
Colorado
$374K
JC
494
JBF Capital
Colorado
$374K +$379K +30,000 New
HT
495
HAP Trading
New York
$374K -$80K -6,327 -17%
KWMG
496
King Wealth Management Group
Florida
$373K +$5.17K +409 +1%
CCFM
497
Clear Creek Financial Management
Washington
$370K +$17.2K +1,361 +5%
CIC
498
Carnegie Investment Counsel
Ohio
$369K -$25K -1,977 -6%
SP
499
SWS Partners
Ohio
$368K +$373K +29,524 New
Lazard Asset Management
500
Lazard Asset Management
New York
$368K

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.