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Energy Transfer Partners

850 hedge funds and large institutions have $12.9B invested in Energy Transfer Partners in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 344 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $525M | Put options by funds: $312M

65% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 208

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

17% more funds holding in top 10

Funds holding in top 10: 4755 (+8)

8% more capital invested

Capital invested by funds: $11.9B → $12.9B (+$1B)

1% more funds holding

Funds holding: 842850 (+8)

0.91% less ownership

Funds ownership: 39.1%38.19% (-0.91%)

Holders
850
Holders Change
+8
Holders Change %
+0.95%
% of All Funds
14.64%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.95%
New
74
Increased
344
Reduced
208
Closed
52
Calls
$525M
Puts
$312M
Net Calls
+$213M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Empirical Wealth Management
Washington
$188K +$8.91K +800 +5%
RC
602
RegentAtlantic Capital
New Jersey
$188K +$55.7K +5,001 +42%
LCM
603
Leisure Capital Management
California
$188K +$189K +17,000 New
BM
604
Belfer Management
New York
$186K +$188K +16,889 New
PGFC
605
Peapack-Gladstone Financial Corp
New Jersey
$186K +$5.67K +509 +3%
ETC
606
Exchange Traded Concepts
Oklahoma
$186K +$8.37K +752 +5%
EWA
607
EverSource Wealth Advisors
Alabama
$186K +$107K +9,582 +131%
TPA
608
Trivium Point Advisory
Connecticut
$185K
FVWA
609
Foster Victor Wealth Advisors
South Carolina
$185K +$189 +17 +0.1%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$183K -$365K -32,756 -66%
NCM
611
Novare Capital Management
North Carolina
$183K +$1.32K +119 +0.7%
KCPG
612
Kavar Capital Partners Group
Kansas
$183K +$9.87K +886 +6%
AWA
613
Amplius Wealth Advisors
Pennsylvania
$182K +$66.8K +6,000 +57%
FNBT
614
FineMark National Bank & Trust
Florida
$182K +$184K +16,523 New
PIA
615
Perennial Investment Advisors
California
$181K +$223 +20 +0.1%
I
616
INVST
Indiana
$181K +$557 +50 +0.3%
GCP
617
GSA Capital Partners
United Kingdom
$181K +$183K +16,398 New
CWA
618
Consilium Wealth Advisory
Texas
$176K
WAAG
619
Wealth Alliance Advisory Group
Kansas
$176K
SW
620
SkyOak Wealth
Michigan
$174K +$1.73K +155 +1%
BWL
621
Bogart Wealth LLC
Virginia
$173K -$16.6K -1,494 -9%
Luther King Capital Management (LKCM)
622
Luther King Capital Management (LKCM)
Texas
$173K -$3.83K -344 -2%
APA
623
Astoria Portfolio Advisors
New York
$173K +$175K +15,700 New
PA
624
Probity Advisors
Texas
$172K -$12.2K -1,097 -7%
JSW
625
Journey Strategic Wealth
New Jersey
$170K

ET Hedge Fund Activity: Q3 2022 in Review

850 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2022, worth a combined $12.9B — up 8.4% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ET positions and 52 closed out — a net gain of 22 holders — while 344 added to existing stakes and 208 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 850 institutional investors held Energy Transfer Partners (ET) as of Q3 2022, up from 842 in Q2 2022.
  • Funds reported $12.9B of Energy Transfer Partners stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 74 funds opened new Energy Transfer Partners positions in Q3 2022 and 52 closed out, a net change of +22 holders.
  • The largest Energy Transfer Partners buyer in Q3 2022 was JP Morgan Chase, an estimated $110M added.
  • The largest Energy Transfer Partners seller in Q3 2022 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2022.