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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
GLA
651
Good Life Advisors
Pennsylvania
$254K -$14.4K -1,085 -6%
DBT
652
Dubuque Bank & Trust
Iowa
$253K
SFC
653
Strategic Financial Concepts
Texas
$253K -$2.72K -205 -1%
WB
654
WesBanco Bank
West Virginia
$253K +$25.2K +1,900 +12%
BAM
655
Brave Asset Management
New Jersey
$253K
MFA
656
Mayflower Financial Advisors
Massachusetts
$251K
RBC
657
Romano Brothers & Co
Illinois
$251K
RFO
658
RiverGlades Family Offices
Florida
$250K
YWS
659
Yarger Wealth Strategies
Ohio
$250K +$236K +17,800 New
TIAA Trust, National Association
660
TIAA Trust, National Association
North Carolina
$250K +$236K +17,790 New
ONST
661
Old North State Trust
North Carolina
$249K
PA
662
Parallel Advisors
California
$249K -$23.5K -1,775 -9%
WCFA
663
Walkner Condon Financial Advisors
Wisconsin
$249K +$5.48K +413 +2%
GFWA
664
Grey Fox Wealth Advisors
Delaware
$248K +$1.92K +145 +0.8%
CPP
665
Capasso Planning Partners
South Carolina
$246K
RA
666
RiverTree Advisors
Florida
$246K
FLC
667
Fifth Lane Capital
Texas
$244K +$133K +10,000 New
MWM
668
Mission Wealth Management
California
$243K +$16.7K +1,262 +8%
SNBOSCI
669
Security National Bank of Sioux City Iowa
Iowa
$243K
WPC
670
Wedmont Private Capital
Pennsylvania
$242K +$100K +7,564 +75%
TCWM
671
Total Clarity Wealth Management
Illinois
$241K +$57.8K +4,359 +34%
VHAM
672
Van Hulzen Asset Management
California
$240K
TWC
673
TD Waterhouse Canada
Ontario, Canada
$239K +$7.52K +567 +3%
LCM
674
Leisure Capital Management
California
$239K
HSA
675
HBK Sorce Advisory
Pennsylvania
$238K -$32.5K -2,447 -13%

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.