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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
RCAG
651
Rehmann Capital Advisory Group
Michigan
$201K -$1.38K -109 -0.7%
LFG
652
Larson Financial Group
Missouri
$200K -$10.2K -810 -5%
CWA
653
Consilium Wealth Advisory
Texas
$200K
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$199K -$9.92K -785 -5%
NSG
655
Nalls Sherbakoff Group
Tennessee
$199K +$202K +15,979 New
AWA
656
Amplius Wealth Advisors
Pennsylvania
$198K -$3.41K -270 -2%
SW
657
SkyOak Wealth
Michigan
$197K
OFG
658
Oxford Financial Group
Indiana
$195K -$569K -45,000 -74%
RPWA
659
Regent Peak Wealth Advisors
Georgia
$194K +$196K +15,540 New
JSW
660
Journey Strategic Wealth
New Jersey
$193K
SC
661
Searle & Co
Connecticut
$192K -$31.6K -2,500 -14%
WB
662
WesBanco Bank
West Virginia
$192K +$17.9K +1,413 +10%
FPB
663
First PREMIER Bank
South Dakota
$191K
GW
664
GW & Wade
Massachusetts
$191K +$16.8K +1,331 +10%
GLA
665
Good Life Advisors
Pennsylvania
$191K +$34.7K +2,744 +22%
PIA
666
Perennial Investment Advisors
California
$189K +$329 +26 +0.2%
AWA
667
ARQ Wealth Advisors
Arizona
$188K
NL
668
NWAM LLC
Washington
$188K +$4.56K +361 +2%
I
669
INVST
Indiana
$188K -$8.82K -698 -5%
ZA
670
Zazove Associates
Nevada
$187K
TA
671
Tectonic Advisors
Texas
$186K +$38.4K +3,041 +26%
MFG
672
Merit Financial Group
Georgia
$184K -$296K -23,412 -61%
AAP
673
Arax Advisory Partners
Colorado
$183K -$607 -48 -0.3%
CL
674
Choreo LLC
Illinois
$183K +$186K +14,693 New
CCA
675
Conservest Capital Advisors
Pennsylvania
$183K

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.