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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
KFGK
501
Keystone Financial Group (Kentucky)
Kentucky
$458K +$1.79K +135 +0.4%
Bessemer Group
502
Bessemer Group
New Jersey
$456K
WA
503
WealthTrust Axiom
Pennsylvania
$456K -$13.3K -1,000 -3%
AWAG
504
ARS Wealth Advisors Group
Florida
$455K
SFA
505
Sequoia Financial Advisors
Ohio
$454K +$57K +4,296 +15%
NFSG
506
Newbridge Financial Services Group
Florida
$448K +$48.9K +3,684 +13%
GG
507
Golden Green
South Carolina
$448K +$423K +31,912 New
CI
508
Conning Inc
Connecticut
$444K -$543K -40,905 -56%
VC
509
Veracity Capital
Georgia
$441K +$9.88K +745 +2%
AA
510
AlphaQ Advisors
Florida
$441K +$9.71K +732 +2%
EFS
511
Essex Financial Services
Connecticut
$440K +$52K +3,923 +14%
SG
512
Somerset Group
Minnesota
$435K
EWA
513
EP Wealth Advisors
California
$433K +$277K +20,864 +209%
GJIA
514
Glass Jacobson Investment Advisors
Maryland
$432K +$7.51K +566 +2%
BG
515
Benedetti & Gucer
Georgia
$430K +$12.5K +943 +3%
FG
516
Fiduciary Group
Georgia
$428K -$4.99K -376 -1%
PWM
517
Perigon Wealth Management
California
$427K +$37.1K +2,800 +10%
KWMG
518
King Wealth Management Group
Florida
$423K +$2.85K +215 +0.7%
AGC
519
Aspen Grove Capital
Colorado
$421K
EC
520
EJF Capital
Virginia
$421K -$398K -30,000 -50%
JC
521
JBF Capital
Colorado
$421K
SIG
522
Stonegate Investment Group
Alabama
$417K -$21.4K -1,617 -5%
MWM
523
Mattern Wealth Management
Kansas
$415K +$51.1K +3,852 +15%
UB
524
UMB Bank
Missouri
$411K +$6.63K +500 +2%
GC
525
Gratus Capital
Georgia
$410K +$9.02K +680 +2%

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.