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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
GWSG
476
GPS Wealth Strategies Group
Colorado
$513K +$18.2K +1,370 +4%
CWM
477
Cornerstone Wealth Management
Missouri
$511K +$42.3K +3,186 +10%
PFA
478
Pathway Financial Advisers
Indiana
$505K +$477K +35,959 New
ACI
479
Alpha Cubed Investments
California
$503K +$101K +7,625 +27%
WWP
480
WR Wealth Planners
Missouri
$503K
ACM
481
Ashford Capital Management
Delaware
$503K
ATC
482
Argent Trust Co
Tennessee
$503K -$2.25K -170 -0.5%
HCMT
483
Highland Capital Management (Tennessee)
Tennessee
$497K +$470K +35,420 New
FGA
484
Fortis Group Advisors
New Jersey
$497K +$25.6K +1,928 +5%
MSAM
485
Moloney Securities Asset Management
Missouri
$491K +$167K +12,568 +56%
CP
486
Camelot Portfolios
Ohio
$491K +$531 +40 +0.1%
PSP
487
Principal Street Partners
Tennessee
$487K -$80.2K -6,046 -15%
BAM
488
Berkshire Asset Management
Pennsylvania
$482K -$3.32K -250 -0.7%
DI
489
Diligent Investors
California
$481K +$2.96K +223 +0.7%
GAM
490
Gould Asset Management
California
$478K -$43.1K -3,250 -9%
BWM
491
BigSur Wealth Management
Florida
$477K -$13 -1 -0%
RIA
492
Realta Investment Advisors
Delaware
$476K
FNBT
493
FineMark National Bank & Trust
Florida
$473K +$9.74K +734 +2%
AAP
494
Arax Advisory Partners
Colorado
$470K +$3.93K +296 +0.9%
WAAG
495
Wealth Alliance Advisory Group
Kansas
$470K +$147K +11,119 +50%
PGH
496
Partners Group Holding
Switzerland
$465K -$98K -7,386 -18%
LCS
497
Levin Capital Strategies
New York
$463K -$332K -25,000 -43%
GIA
498
Gladstone Institutional Advisory
Florida
$461K +$69.6K +5,249 +19%
HCM
499
Hilton Capital Management
New York
$460K
TPW
500
Tiller Private Wealth
Pennsylvania
$458K +$1.82K +137 +0.4%

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.