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Energy Transfer Partners

912 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 351 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

64% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 214

60% more call options, than puts

Call options by funds: $514M | Put options by funds: $321M

10% more capital invested

Capital invested by funds: $12.9B → $14.2B (+$1.26B)

7% more funds holding

Funds holding: 850912 (+62)

0.67% less ownership

Funds ownership: 38.19%37.52% (-0.67%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

Holders
912
Holders Change
+62
Holders Change %
+7.29%
% of All Funds
14.66%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
0.85%
New
138
Increased
351
Reduced
214
Closed
54
Calls
$514M
Puts
$321M
Net Calls
+$192M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Recurrent Investment Advisors
Texas
$35.1M +$5.04M +420,041 +17%
BIC
52
Beach Investment Counsel
Pennsylvania
$34.2M +$224K +18,695 +0.7%
Cohen & Steers
53
Cohen & Steers
New York
$34.2M -$723K -60,233 -2%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$34.1M +$6.95M +579,117 +25%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$33.1M +$4.09M +341,320 +14%
RJA
56
Raymond James & Associates
Florida
$31.7M +$686K +57,224 +2%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$30.9M -$939K -78,284 -3%
LCM
58
Lonestar Capital Management
California
$30.4M
CPIG
59
Chicago Partners Investment Group
Illinois
$29.8M +$2.12M +176,752 +8%
Osaic Holdings
60
Osaic Holdings
Arizona
$29.6M +$3.13M +261,227 +12%
LPL Financial
61
LPL Financial
California
$27.8M +$4.65M +387,749 +20%
LFCM
62
Long Focus Capital Management
Puerto Rico
$27M +$420K +35,000 +2%
PCM
63
Philosophy Capital Management
California
$23.3M
CCA
64
Catalyst Capital Advisors
New York
$23.2M -$55.2K -4,598 -0.2%
WPEP
65
Walnut Private Equity Partners
Nebraska
$22.2M +$1.92M +159,750 +9%
Allianz Asset Management
66
Allianz Asset Management
Germany
$21.9M +$5.14M +428,100 +30%
CAC
67
Cowen and Company
New York
$20.4M -$1.92M -160,000 -9%
NAM
68
Nexpoint Asset Management
Texas
$19.2M
GAI
69
General American Investors
New York
$17.4M
Corient Private Wealth
70
Corient Private Wealth
Florida
$16.9M +$17M +1,421,326 New
AAA
71
Adams Asset Advisors
Texas
$16.7M +$20.7K +1,725 +0.1%
BHWM
72
Beaird Harris Wealth Management
Texas
$16.3M
PFO
73
Pathstone Family Office
New Jersey
$15.9M +$479K +39,972 +4%
DAC
74
Dividend Assets Capital
South Carolina
$15.7M +$461K +38,394 +3%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$14.8M +$9.58M +798,515 +179%

ET Hedge Fund Activity: Q4 2022 in Review

912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2022, worth a combined $14.2B — up 9.8% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ET positions and 54 closed out — a net gain of 84 holders — while 351 added to existing stakes and 214 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $191M. The largest seller was Blackstone Inc, cutting an estimated $209M.

  • 912 institutional investors held Energy Transfer Partners (ET) as of Q4 2022, up from 850 in Q3 2022.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 138 funds opened new Energy Transfer Partners positions in Q4 2022 and 54 closed out, a net change of +84 holders.
  • The largest Energy Transfer Partners buyer in Q4 2022 was Westwood Holdings Group, an estimated $191M added.
  • The largest Energy Transfer Partners seller in Q4 2022 was Blackstone Inc, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.