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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
DWP
601
Daymark Wealth Partners
Ohio
$253K +$69.3K +5,468 +38%
H
602
HoyleCohen
California
$253K
APWA
603
Atlas Private Wealth Advisors
New Jersey
$252K +$251K +19,819 New
FAIM
604
Financial Advocates Investment Management
Washington
$249K +$1.08K +85 +0.4%
SS
605
Simplicity Solutions
Minnesota
$249K -$317K -25,004 -56%
BFG
606
Bleakley Financial Group
New Jersey
$249K +$7.1K +560 +3%
SAM
607
Smithbridge Asset Management
Pennsylvania
$248K +$3.13K +247 +1%
PA
608
Parallel Advisors
California
$248K +$34.5K +2,720 +16%
AF
609
Aldebaran Financial
$248K
SF
610
Synovus Financial
Georgia
$247K +$28K +2,209 +13%
HSA
611
HBK Sorce Advisory
Pennsylvania
$247K +$1.9K +150 +0.8%
CCMW
612
Cypress Capital Management (Wyoming)
Wyoming
$246K
WPC
613
White Pine Capital
Minnesota
$246K +$246K +19,375 New
BWA
614
BDO Wealth Advisors
Florida
$246K
CMS
615
Capital Market Strategies
Florida
$245K
GLA
616
Good Life Advisors
Pennsylvania
$243K +$48.8K +3,854 +25%
WT
617
Whittier Trust
California
$243K -$90.9K -7,170 -27%
PFC
618
Poplar Forest Capital
California
$241K
LSAG
619
Lake Street Advisors Group
New Hampshire
$240K
GCP
620
GSA Capital Partners
United Kingdom
$240K +$240K +18,924 New
RWA
621
Ropes Wealth Advisors
Massachusetts
$239K
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$238K
IAN
623
Integrated Advisors Network
Texas
$237K +$51.8K +4,087 +28%
JIP
624
Jaffetilchin Investment Partners
Florida
$236K +$24.8K +1,958 +12%
FPGK
625
Financial Partners Group (Kansas)
Kansas
$235K +$5.58K +440 +2%

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.