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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
BW
551
Bison Wealth
Georgia
$284K +$12.7K +1,002 +5%
CAGAS
552
Capital Advisory Group Advisory Services
Minnesota
$284K +$36.9K +2,920 +15%
CWM
553
Cornerstone Wealth Management
Missouri
$284K +$288K +22,767 New
BBHC
554
Brown Brothers Harriman & Co
New York
$282K
FCM
555
Fortis Capital Management
Washington
$282K +$6.55K +518 +2%
MCA
556
MSH Capital Advisors
Arizona
$282K +$2.31K +183 +0.8%
CG
557
Colony Group
Massachusetts
$281K -$78.2K -6,188 -22%
CTC
558
Central Trust Company
Missouri
$280K +$31.6K +2,500 +13%
RIA
559
Realta Investment Advisors
Delaware
$279K -$379K -30,025 -57%
DWA
560
Delos Wealth Advisors
Texas
$278K
HT
561
Heritage Trust
Oklahoma
$278K
PM
562
Penbrook Management
New York
$276K
EWA
563
EP Wealth Advisors
California
$273K -$259K -20,504 -94%
SWMP
564
Signature Wealth Management Partners
New Jersey
$270K -$10.3K -818 -4%
APP
565
Avantax Planning Partners
Iowa
$269K -$5.52K -437 -2%
MFWP
566
Mosaic Family Wealth Partners
Missouri
$268K +$164 +13 +0.1%
1SB
567
1ST Source Bank
Indiana
$267K
TWM
568
Tradition Wealth Management
Minnesota
$264K +$98.1K +7,764 +58%
AIFAIM
569
American Institute for Advanced Investment Management
Arizona
$263K +$287K +22,700 New
BM
570
Belfer Management
New York
$261K +$51.5K +4,074 +24%
AWM
571
Affinity Wealth Management
Delaware
$257K +$33.8K +2,673 +15%
GIA
572
Guyasuta Investment Advisors
Pennsylvania
$257K +$12.6K +1,000 +5%
EIA
573
Edgemoor Investment Advisors
Maryland
$256K -$5.05K -400 -2%
JPLA
574
Joseph P. Lucia & Associates
New York
$252K +$255K +20,185 New
PCP
575
Proficio Capital Partners
Massachusetts
$250K +$442 +35 +0.2%

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.