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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
CSC
676
Caldwell Sutter Capital
California
$238K -$4.56K -344 -2%
WSFS
677
Wilmington Savings Fund Society
Delaware
$238K
KCPG
678
Kavar Capital Partners Group
Kansas
$237K +$2.65K +200 +1%
TSS
679
Two Sigma Securities
New York
$234K -$195K -14,735 -47%
CL
680
Choreo LLC
Illinois
$232K +$18.9K +1,425 +9%
NCM
681
Novare Capital Management
North Carolina
$231K
FVWA
682
Foster Victor Wealth Advisors
South Carolina
$229K +$1.46K +110 +0.7%
CIAS
683
Capital Investment Advisory Services
North Carolina
$229K -$3.93K -296 -2%
AFG
684
Alterity Financial Group
Maine
$229K +$216K +16,300 New
BC
685
Burney Company
Virginia
$228K
BTWM
686
Baker Tilly Wealth Management
Wisconsin
$228K -$13.3K -1,005 -6%
AIS
687
AM Investment Strategies
Tennessee
$227K +$215K +16,182 New
BB
688
Busey Bank
Illinois
$227K +$53.1K +4,000 +33%
Luther King Capital Management (LKCM)
689
Luther King Capital Management (LKCM)
Texas
$227K
HSG
690
Helen Stephens Group
Texas
$225K +$33.2K +2,500 +18%
PGFC
691
Peapack-Gladstone Financial Corp
New Jersey
$225K
FFWM
692
Future Financial Wealth Management
Ohio
$225K +$1.55K +117 +0.7%
CWA
693
Consilium Wealth Advisory
Texas
$224K
RPC
694
Rossmore Private Capital
Connecticut
$224K
WLPWM
695
Walled Lake Planning & Wealth Management
Illinois
$224K
FA
696
FDx Advisors
Illinois
$223K -$16.4K -1,233 -7%
AWA
697
Amplius Wealth Advisors
Pennsylvania
$222K +$424 +32 +0.2%
RWA
698
Redhawk Wealth Advisors
Minnesota
$222K +$210K +15,827 New
SW
699
SkyOak Wealth
Michigan
$221K
STA
700
Summit Trail Advisors
New York
$220K +$5.31K +400 +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.