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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
SC
576
Sepio Capital
Utah
$250K
SFWA
577
Summit Financial Wealth Advisors
Louisiana
$249K
Fisher Asset Management
578
Fisher Asset Management
Washington
$249K -$80.5K -6,369 -24%
SWA
579
SFMG Wealth Advisors
Texas
$249K -$21.4K -1,692 -8%
MSAM
580
Moloney Securities Asset Management
Missouri
$249K -$124K -9,825 -33%
MA
581
MONECO Advisors
Connecticut
$249K +$29K +2,295 +13%
H
582
HoyleCohen
California
$248K -$25K -1,979 -9%
SWM
583
Salvus Wealth Management
New Jersey
$246K +$59.4K +4,700 +31%
NCM
584
Noesis Capital Mangement
Florida
$246K +$480 +38 +0.2%
FAIM
585
Financial Advocates Investment Management
Washington
$243K -$589K -46,624 -70%
AF
586
Aldebaran Financial
$243K -$7.58K -600 -3%
CCMW
587
Cypress Capital Management (Wyoming)
Wyoming
$242K
BWA
588
BDO Wealth Advisors
Florida
$241K +$125K +9,910 +105%
SFA
589
Sequoia Financial Advisors
Ohio
$241K -$139K -10,976 -36%
CMS
590
Capital Market Strategies
Florida
$241K +$1.26K +100 +0.5%
EP
591
Eudaimonia Partners
Tennessee
$241K -$25.3K -2,000 -9%
AIP
592
Ahrens Investment Partners
Louisiana
$241K +$34.2K +2,710 +16%
HSA
593
HBK Sorce Advisory
Pennsylvania
$240K -$159K -12,591 -40%
SAM
594
Smithbridge Asset Management
Pennsylvania
$240K +$3.02K +239 +1%
HH
595
Hilltop Holdings
Texas
$239K -$268K -21,208 -53%
BFG
596
Bleakley Financial Group
New Jersey
$237K +$31K +2,450 +15%
PFC
597
Poplar Forest Capital
California
$236K +$75.2K +5,950 +46%
HAS
598
HBW Advisory Services
California
$236K +$56.6K +4,480 +31%
LSAG
599
Lake Street Advisors Group
New Hampshire
$236K +$70.7K +5,597 +42%
WCM
600
Whitener Capital Management
North Carolina
$236K -$34.2K -2,710 -13%

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.