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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
WMA
501
West Michigan Advisors
Michigan
$367K +$372K +29,399 New
LWMG
502
Levy Wealth Management Group
Pennsylvania
$366K +$6.21K +491 +2%
ACI
503
Alpha Cubed Investments
California
$362K
HCP
504
Holt Capital Partners
Texas
$362K
SI
505
SCP Investment
California
$359K +$50.5K +4,000 +16%
RFC
506
Regions Financial Corp
Alabama
$351K +$153K +12,084 +75%
UB
507
UMB Bank
Missouri
$350K +$42.3K +3,350 +14%
AWM
508
Axxcess Wealth Management
California
$342K +$115K +9,135 +50%
EFS
509
Essex Financial Services
Connecticut
$341K +$23.2K +1,835 +7%
AWM
510
Avior Wealth Management
Nebraska
$341K +$343K +27,152 +12,629%
FWP
511
FAS Wealth Partners
Kansas
$341K +$85.9K +6,800 +33%
PWM
512
Perigon Wealth Management
California
$340K +$13K +1,030 +4%
HFM
513
Hartford Financial Management
Connecticut
$338K
SWM
514
SeaCrest Wealth Management
New York
$338K +$22.7K +1,798 +7%
FHA
515
Flagship Harbor Advisors
Massachusetts
$338K -$36K -2,852 -10%
MCA
516
Magnolia Capital Advisors
Mississippi
$337K +$6.71K +531 +2%
MFA
517
Morling Financial Advisors
California
$334K -$319K -25,261 -49%
SIG
518
Stonegate Investment Group
Alabama
$333K +$4.75K +376 +1%
SAG
519
SageView Advisory Group
California
$331K +$76.8K +6,075 +30%
AWA
520
Arkadios Wealth Advisors
Georgia
$330K -$121K -9,555 -27%
NSIM
521
North Star Investment Management
Illinois
$328K +$17K +1,347 +5%
WT
522
Whittier Trust
California
$328K
CCA
523
Checchi Capital Advisers
California
$323K +$4.25K +336 +1%
ACM
524
Ashford Capital Management
Delaware
$322K +$92.8K +7,343 +40%
MWM
525
Mattern Wealth Management
Kansas
$320K +$19K +1,500 +6%

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.