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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
SEI Investments
676
SEI Investments
Pennsylvania
$182K
WPP
677
Whalerock Point Partners
Rhode Island
$182K
SCP
678
Silverleafe Capital Partners
Tennessee
$182K -$61.2K -4,840 -25%
IAN
679
Integrated Advisors Network
Texas
$181K -$809 -64 -0.4%
HBWM
680
Hollow Brook Wealth Management
New York
$180K +$183K +14,470 New
DWP
681
Daymark Wealth Partners
Ohio
$180K +$25.2K +1,998 +16%
FFN
682
Focus Financial Network
Minnesota
$180K +$14.6K +1,154 +9%
LSA
683
Lion Street Advisors
Texas
$179K +$182K +14,364 New
JMF
684
Johnson Midwest Financial
Iowa
$178K +$114 +9 +0.1%
CIAS
685
Capital Investment Advisory Services
North Carolina
$178K +$33.5K +2,649 +23%
CG
686
CFO4Life Group
Texas
$176K
EWA
687
EverSource Wealth Advisors
Alabama
$174K -$116K -9,161 -40%
HWM
688
Hemington Wealth Management
Virginia
$173K
BOPW
689
Brandywine Oak Private Wealth
Pennsylvania
$173K
VCA
690
Verdence Capital Advisors
Maryland
$172K +$2.46K +195 +1%
MCCA
691
Mill Creek Capital Advisors
Pennsylvania
$172K -$10.6K -842 -6%
SOW
692
State of Wyoming
Wyoming
$171K +$173K +13,680 New
V
693
ViaWealth
Kansas
$170K +$619 +49 +0.4%
ST
694
Smithfield Trust
Pennsylvania
$170K
HSG
695
Helen Stephens Group
Texas
$169K
WC
696
Waterloo Capital
Texas
$168K +$170K +13,489 New
CSIC
697
Clifford Swan Investment Counsel
California
$168K +$1.01K +80 +0.6%
HPC
698
HM Payson & Co
Maine
$168K -$254K -20,062 -60%
FBC
699
Fairfield, Bush & Co
Connecticut
$166K -$8.04K -636 -5%
EIP
700
Easterly Investment Partners
Massachusetts
$166K

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.