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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
CHAM
551
Clear Harbor Asset Management
Connecticut
$373K
JWM
552
Janiczek Wealth Management
Colorado
$372K +$352K +26,500 New
SBH
553
Segall Bryant & Hamill
Illinois
$372K +$7.83K +590 +2%
BBHC
554
Brown Brothers Harriman & Co
New York
$370K +$50.4K +3,800 +17%
SWA
555
SFMG Wealth Advisors
Texas
$368K +$113K +8,535 +48%
IAS
556
Insigneo Advisory Services
Florida
$367K +$106 +8 +0%
FW
557
FirstPurpose Wealth
Utah
$367K +$26.5K +2,000 +8%
FHA
558
Flagship Harbor Advisors
Massachusetts
$365K -$1.9K -143 -0.5%
SWA
559
Stratos Wealth Advisors
Ohio
$362K +$13.6K +1,028 +4%
AIFAIM
560
American Institute for Advanced Investment Management
Arizona
$361K -$6.63K -500 -2%
NSIM
561
North Star Investment Management
Illinois
$361K -$10.5K -791 -3%
WT
562
Whittier Trust
California
$359K +$86.3K +6,507 +34%
TP
563
Tranquility Partners
Tennessee
$357K -$43.6K -3,287 -11%
CAGAS
564
Capital Advisory Group Advisory Services
Minnesota
$357K
BCM
565
Bienville Capital Management
New York
$356K
CCA
566
Checchi Capital Advisers
California
$355K
FCP
567
Fidelis Capital Partners
Florida
$349K
SCA
568
Stokes Capital Advisors
South Carolina
$349K
ST
569
Sabal Trust
Florida
$347K -$33.2K -2,506 -9%
AFG
570
Atomi Financial Group
New York
$344K +$325K +24,518 New
MCM
571
MV Capital Management
Maryland
$343K
AFP
572
Ausdal Financial Partners
Iowa
$342K +$1.88K +142 +0.6%
WI
573
Wintrust Investments
Illinois
$342K -$22.2K -1,673 -6%
RIA
574
Retirement Investment Advisors
Oklahoma
$342K +$114K +8,630 +55%
VV
575
Verity & Verity
South Carolina
$336K

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.