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Energy Transfer Partners

912 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 351 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

64% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 214

60% more call options, than puts

Call options by funds: $514M | Put options by funds: $321M

10% more capital invested

Capital invested by funds: $12.9B → $14.2B (+$1.26B)

7% more funds holding

Funds holding: 850912 (+62)

0.67% less ownership

Funds ownership: 38.19%37.52% (-0.67%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

Holders
912
Holders Change
+62
Holders Change %
+7.29%
% of All Funds
14.66%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
0.85%
New
138
Increased
351
Reduced
214
Closed
54
Calls
$514M
Puts
$321M
Net Calls
+$192M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
551
Heritage Trust
Oklahoma
$264K
PM
552
Penbrook Management
New York
$263K
FCM
553
Fortis Capital Management
Washington
$262K +$265K +22,084 New
GWAG
554
Garrett Wealth Advisory Group
Texas
$262K -$7.17K -598 -3%
APP
555
Avantax Planning Partners
Iowa
$262K -$96.2K -8,023 -27%
GWSG
556
GPS Wealth Strategies Group
Colorado
$260K +$39.2K +3,268 +18%
H
557
HoyleCohen
California
$260K +$23K +1,915 +10%
EWA
558
EP Wealth Advisors
California
$259K +$10.4K +867 +4%
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$258K
SWA
560
SFMG Wealth Advisors
Texas
$257K +$51.8K +4,319 +25%
WCM
561
Whitener Capital Management
North Carolina
$257K +$35.6K +2,971 +16%
MFWP
562
Mosaic Family Wealth Partners
Missouri
$255K +$258K +21,470 New
1SB
563
1ST Source Bank
Indiana
$255K
Thrivent Financial for Lutherans
564
Thrivent Financial for Lutherans
Minnesota
$253K +$14.3K +1,196 +6%
EP
565
Eudaimonia Partners
Tennessee
$253K +$256K +21,300 New
EIA
566
Edgemoor Investment Advisors
Maryland
$249K +$4.8K +400 +2%
AA
567
AlphaQ Advisors
Florida
$247K +$250K +20,850 New
ONST
568
Old North State Trust
North Carolina
$244K +$34K +2,831 +16%
CWM
569
Curi Wealth Management
North Carolina
$244K +$12.5K +1,040 +5%
FWP
570
FAS Wealth Partners
Kansas
$243K +$9.62K +802 +4%
WAAG
571
Wealth Alliance Advisory Group
Kansas
$243K +$54.7K +4,561 +29%
SAG
572
SageView Advisory Group
California
$243K +$245K +20,442 New
LWP
573
LMG Wealth Partners
Louisiana
$242K +$230K +19,162 New
RA
574
RFG Advisory
Alabama
$241K -$27.1K -2,261 -11%
AF
575
Aldebaran Financial
$239K +$2.4K +200 +1%

ET Hedge Fund Activity: Q4 2022 in Review

912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2022, worth a combined $14.2B — up 9.8% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ET positions and 54 closed out — a net gain of 84 holders — while 351 added to existing stakes and 214 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $191M. The largest seller was Blackstone Inc, cutting an estimated $209M.

  • 912 institutional investors held Energy Transfer Partners (ET) as of Q4 2022, up from 850 in Q3 2022.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 138 funds opened new Energy Transfer Partners positions in Q4 2022 and 54 closed out, a net change of +84 holders.
  • The largest Energy Transfer Partners buyer in Q4 2022 was Westwood Holdings Group, an estimated $191M added.
  • The largest Energy Transfer Partners seller in Q4 2022 was Blackstone Inc, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.