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Energy Transfer Partners

965 hedge funds and large institutions have $15.2B invested in Energy Transfer Partners in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 420 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $908M | Put options by funds: $349M

81% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 232

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

7% more capital invested

Capital invested by funds: $14.2B → $15.2B (+$1.03B)

7% more funds holding in top 10

Funds holding in top 10: 5559 (+4)

1% more funds holding

Funds holding: 953965 (+12)

1.52% less ownership

Funds ownership: 36.04%34.52% (-1.5%)

Holders
965
Holders Change
+12
Holders Change %
+1.26%
% of All Funds
15.32%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
0.94%
New
72
Increased
420
Reduced
232
Closed
50
Calls
$908M
Puts
$349M
Net Calls
+$560M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Empirical Wealth Management
Washington
$268K -$62.8K -4,737 -20%
HT
627
Heritage Trust
Oklahoma
$267K -$49.5K -3,734 -16%
WA
628
Wealthstar Advisors
Texas
$267K +$252K +19,004 New
FCA
629
FinTrust Capital Advisors
South Carolina
$267K -$1.9K -143 -0.7%
MFG
630
Merit Financial Group
Georgia
$266K +$36.5K +2,753 +17%
SFWA
631
Summit Financial Wealth Advisors
Louisiana
$266K
PFC
632
Poplar Forest Capital
California
$266K
FPGK
633
Financial Partners Group (Kansas)
Kansas
$264K +$25.1K +1,894 +10%
WFAG
634
Wescott Financial Advisory Group
Pennsylvania
$264K -$253K -19,087 -50%
RWA
635
Ropes Wealth Advisors
Massachusetts
$264K
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$263K
CMS
637
Capital Market Strategies
Florida
$262K
KIG
638
Kennedy Investment Group
New Jersey
$262K +$5.58K +421 +2%
AWM
639
Act Wealth Management
Texas
$261K -$27.2K -2,047 -10%
HAS
640
HBW Advisory Services
California
$259K +$27.6K +2,078 +13%
DCM
641
Dudley Capital Management
Virginia
$259K
OCG
642
Opus Capital Group
Ohio
$258K
GWM
643
Gray Wealth Management
Maine
$257K +$26.7K +2,011 +12%
Fisher Asset Management
644
Fisher Asset Management
Washington
$257K +$92.6K +6,984 +62%
SW
645
SVB Wealth
Massachusetts
$257K +$243K +18,291 New
NL
646
NWAM LLC
Washington
$256K +$242K +18,246 New
CA
647
CoreCap Advisors
Michigan
$256K -$57K -4,296 -19%
H
648
HoyleCohen
California
$256K -$22.6K -1,705 -9%
SWM
649
Salvus Wealth Management
New Jersey
$255K
IAN
650
Integrated Advisors Network
Texas
$254K -$7.28K -549 -3%

ET Hedge Fund Activity: Q3 2023 in Review

965 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2023, worth a combined $15.2B — up 7.3% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ET positions and 50 closed out — a net gain of 22 holders — while 420 added to existing stakes and 232 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $124M. The largest seller was EnCap Flatrock Midstream Fund IV, cutting an estimated $204M.

  • 965 institutional investors held Energy Transfer Partners (ET) as of Q3 2023, up from 953 in Q2 2023.
  • Funds reported $15.2B of Energy Transfer Partners stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 72 funds opened new Energy Transfer Partners positions in Q3 2023 and 50 closed out, a net change of +22 holders.
  • The largest Energy Transfer Partners buyer in Q3 2023 was ALPS Advisors, an estimated $124M added.
  • The largest Energy Transfer Partners seller in Q3 2023 was EnCap Flatrock Midstream Fund IV, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2023.