We are live on ! Find out more
ET icon

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
HT
526
HAP Trading
New York
$408K +$65.1K +4,910 +20%
HCP
527
Holt Capital Partners
Texas
$407K
EP
528
Eudaimonia Partners
Tennessee
$405K +$26.5K +2,000 +7%
AWM
529
Avior Wealth Management
Nebraska
$405K +$11.3K +855 +3%
LWMG
530
Levy Wealth Management Group
Pennsylvania
$405K
CCFM
531
Clear Creek Financial Management
Washington
$403K -$12.3K -924 -3%
NCM
532
Noesis Capital Mangement
Florida
$402K +$380K +28,637 New
SAG
533
SageView Advisory Group
California
$400K +$15.9K +1,196 +4%
AC
534
Asio Capital
Kentucky
$400K -$5.31K -400 -1%
TWM
535
Tradition Wealth Management
Minnesota
$399K +$30.5K +2,298 +9%
HNB
536
Huntington National Bank
Ohio
$397K +$36.9K +2,780 +11%
AAS
537
Asset Allocation Strategies
Michigan
$397K +$101K +7,632 +37%
RFC
538
Regions Financial Corp
Alabama
$396K
FWP
539
FAS Wealth Partners
Kansas
$394K +$6.34K +478 +2%
MFA
540
Morling Financial Advisors
California
$394K +$8.68K +654 +2%
SRSA
541
S.R. Schill & Associates
Washington
$390K
AWA
542
Arkadios Wealth Advisors
Georgia
$384K +$13.6K +1,026 +4%
HFM
543
Hartford Financial Management
Connecticut
$381K
FPAS
544
Focus Partners Advisor Solutions
Missouri
$379K +$49.6K +3,739 +16%
MCA
545
MSH Capital Advisors
Arizona
$379K +$3K +226 +0.8%
WPC
546
White Pine Capital
Minnesota
$378K +$100K +7,575 +39%
CIC
547
Carnegie Investment Counsel
Ohio
$377K +$133 +10 +0%
BW
548
Bison Wealth
Georgia
$376K +$25.8K +1,944 +8%
TRCT
549
Tower Research Capital (TRC)
New York
$376K +$351K +26,429 +6,759%
OA
550
Operose Advisors
Wisconsin
$374K +$306K +23,100 +650%

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.