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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
MFA
601
Mayflower Financial Advisors
Massachusetts
$236K
RWA
602
Ropes Wealth Advisors
Massachusetts
$235K
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$234K -$37.9K -3,000 -14%
GIA
604
Gladstone Institutional Advisory
Florida
$231K +$1.07K +85 +0.5%
DCM
605
Dudley Capital Management
Virginia
$230K
AWM
606
Act Wealth Management
Texas
$230K -$9.82K -777 -4%
BWL
607
Bogart Wealth LLC
Virginia
$230K +$14K +1,108 +6%
OCG
608
Opus Capital Group
Ohio
$229K
FCA
609
FinTrust Capital Advisors
South Carolina
$227K
DBT
610
Dubuque Bank & Trust
Iowa
$225K
RA
611
RFG Advisory
Alabama
$225K -$1.62K -128 -0.7%
BAM
612
Brave Asset Management
New Jersey
$224K
FPGK
613
Financial Partners Group (Kansas)
Kansas
$224K +$5.21K +412 +2%
RBC
614
Romano Brothers & Co
Illinois
$223K -$25.3K -2,000 -10%
RFO
615
RiverGlades Family Offices
Florida
$223K
WAAG
616
Wealth Alliance Advisory Group
Kansas
$222K -$33.8K -2,671 -13%
KIG
617
Kennedy Investment Group
New Jersey
$222K +$4.9K +388 +2%
WSFS
618
Wilmington Savings Fund Society
Delaware
$222K
ONST
619
Old North State Trust
North Carolina
$221K -$35.8K -2,831 -14%
ACM
620
Antonetti Capital Management
Florida
$220K +$34.7K +2,748 +18%
CF
621
Centaurus Financial
California
$219K -$7.58K -600 -3%
CPP
622
Capasso Planning Partners
South Carolina
$218K
RA
623
RiverTree Advisors
Florida
$218K
IA
624
Inspire Advisors
Idaho
$216K +$219K +17,354 New
EWM
625
Empirical Wealth Management
Washington
$216K +$366 +29 +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.