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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
AlphaQ Advisors
Florida
$390K +$87K +6,867 +29%
AHC
502
Adell Harriman & Carpenter
Texas
$386K -$8.79K -694 -2%
GJIA
503
Glass Jacobson Investment Advisors
Maryland
$384K +$383K +30,251 New
AGC
504
Aspen Grove Capital
Colorado
$381K
JC
505
JBF Capital
Colorado
$381K
PGF
506
Plan Group Financial
Oklahoma
$381K +$380K +30,000 New
JPLA
507
Joseph P. Lucia & Associates
New York
$380K +$124K +9,750 +48%
KWMG
508
King Wealth Management Group
Florida
$380K +$127 +10 +0%
BG
509
Benedetti & Gucer
Georgia
$377K +$55K +4,337 +17%
CCFM
510
Clear Creek Financial Management
Washington
$377K +$76 +6 +0%
HCP
511
Holt Capital Partners
Texas
$369K
AC
512
Asio Capital
Kentucky
$367K -$19K -1,500 -5%
LWMG
513
Levy Wealth Management Group
Pennsylvania
$366K -$6.22K -491 -2%
UB
514
UMB Bank
Missouri
$366K +$8.87K +700 +2%
TP
515
Tranquility Partners
Tennessee
$365K -$22.9K -1,811 -6%
JWCA
516
J.W. Cole Advisors
Florida
$364K -$53.6K -4,230 -13%
GC
517
Gratus Capital
Georgia
$363K +$362K +28,554 New
NFSG
518
Newbridge Financial Services Group
Florida
$359K -$25.1K -1,981 -7%
ACI
519
Alpha Cubed Investments
California
$359K -$9.73K -768 -3%
RFC
520
Regions Financial Corp
Alabama
$358K
SFA
521
Sequoia Financial Advisors
Ohio
$357K +$111K +8,751 +45%
AWM
522
Avior Wealth Management
Nebraska
$356K +$8.15K +643 +2%
SRSA
523
S.R. Schill & Associates
Washington
$353K -$127K -10,000 -26%
GIA
524
Gladstone Institutional Advisory
Florida
$351K +$116K +9,129 +49%
PWM
525
Perigon Wealth Management
California
$351K +$4.56K +360 +1%

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.