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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Affinity Wealth Management
Delaware
$284K +$21.5K +1,696 +8%
DWA
577
Delos Wealth Advisors
Texas
$283K
WDC
578
Woodward Diversified Capital
California
$282K -$11.4K -899 -4%
PM
579
Penbrook Management
New York
$281K
GWAG
580
Garrett Wealth Advisory Group
Texas
$281K -$19.5K -1,539 -7%
FFA
581
Founders Financial Alliance
North Carolina
$280K +$279K +22,017 New
SC
582
Savant Capital
Illinois
$277K +$277K +21,835 New
APP
583
Avantax Planning Partners
Iowa
$274K
MFWP
584
Mosaic Family Wealth Partners
Missouri
$273K +$165 +13 +0.1%
1SB
585
1ST Source Bank
Indiana
$272K
WCM
586
Whitener Capital Management
North Carolina
$272K +$31.7K +2,500 +13%
BM
587
Belfer Management
New York
$266K
LWM
588
Laidlaw Wealth Management
New York
$266K +$47.1K +3,714 +22%
SWMP
589
Signature Wealth Management Partners
New Jersey
$265K -$10.1K -799 -4%
AWM
590
Act Wealth Management
Texas
$262K +$28.3K +2,236 +12%
AAS
591
Asset Allocation Strategies
Michigan
$262K +$261K +20,629 New
EIA
592
Edgemoor Investment Advisors
Maryland
$256K -$5.07K -400 -2%
MPCG
593
Matrix Private Capital Group
New York
$255K -$1.23M -97,191 -83%
SC
594
Sepio Capital
Utah
$254K
BWL
595
Bogart Wealth LLC
Virginia
$254K +$20.4K +1,609 +9%
HH
596
Hilltop Holdings
Texas
$254K +$10.4K +820 +4%
SFWA
597
Summit Financial Wealth Advisors
Louisiana
$254K
Baird Financial Group
598
Baird Financial Group
Wisconsin
$254K +$253K +20,000 New
OCPWS
599
One Charles Private Wealth Services
Massachusetts
$254K +$253K +20,000 New
MA
600
MONECO Advisors
Connecticut
$254K +$342 +27 +0.1%

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.