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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
SF
626
Synovus Financial
Georgia
$215K +$1.48K +117 +0.7%
LWM
627
Laidlaw Wealth Management
New York
$215K +$218K +17,232 New
FVWA
628
Foster Victor Wealth Advisors
South Carolina
$215K +$6.08K +481 +3%
OIA
629
OneDigital Investment Advisors
Kansas
$214K +$1.38K +109 +0.6%
GFWA
630
Grey Fox Wealth Advisors
Delaware
$213K
VHAM
631
Van Hulzen Asset Management
California
$213K
LCM
632
Leisure Capital Management
California
$212K
WCFA
633
Walkner Condon Financial Advisors
Wisconsin
$211K +$56.8K +4,497 +36%
SFC
634
Strategic Financial Concepts
Texas
$210K +$213K +16,855 New
PGFC
635
Peapack-Gladstone Financial Corp
New Jersey
$210K -$1.47K -116 -0.7%
PA
636
Parallel Advisors
California
$209K +$133K +10,497 +167%
JIP
637
Jaffetilchin Investment Partners
Florida
$208K +$49.7K +3,935 +31%
PCIA
638
Prime Capital Investment Advisors
Kansas
$208K -$228K -18,067 -52%
RIA
639
Retirement Investment Advisors
Oklahoma
$207K -$29.8K -2,356 -12%
Luther King Capital Management (LKCM)
640
Luther King Capital Management (LKCM)
Texas
$207K +$11.9K +941 +6%
KCPG
641
Kavar Capital Partners Group
Kansas
$207K -$12.6K -1,000 -6%
WAM
642
WNY Asset Management
New York
$206K -$12.6K -1,000 -6%
TWC
643
TD Waterhouse Canada
Ontario, Canada
$206K +$174K +13,750 +625%
TFS
644
Thoroughbred Financial Services
Tennessee
$206K
NCM
645
Novare Capital Management
North Carolina
$205K -$1.5K -119 -0.7%
AIA
646
Arrow Investment Advisors
Maryland
$204K -$3.2K -253 -2%
PFG
647
Prosperity Financial Group
California
$203K +$8.85K +700 +4%
BC
648
Burney Company
Virginia
$203K +$205K +16,246 New
FFWM
649
Future Financial Wealth Management
Ohio
$202K +$1.4K +111 +0.7%
CSC
650
Caldwell Sutter Capital
California
$202K +$10.1K +800 +5%

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.