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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
MW
726
Marcum Wealth
Ohio
$150K +$1.62K +128 +1%
EIP
727
Ellis Investment Partners
Pennsylvania
$150K +$3.48K +275 +2%
PIAS
728
PCA Investment Advisory Services
Ohio
$149K +$151K +11,961 New
SCM
729
Sterneck Capital Management
Missouri
$149K -$12.6K -1,000 -8%
LJHT
730
Laurie J. Hall Trustee
$149K
WP
731
WealthSource Partners
California
$148K -$13.3K -1,053 -8%
HA
732
Herold Advisors
New York
$148K +$12.6K +1,000 +9%
FPAS
733
Focus Partners Advisor Solutions
Missouri
$148K -$22K -1,741 -13%
CIM
734
Chiron Investment Management
New York
$147K -$8.85M -700,679 -98%
CFGS
735
Concourse Financial Group Securities
Alabama
$147K -$4.32K -342 -3%
TCWM
736
Total Clarity Wealth Management
Illinois
$146K +$8.66K +685 +6%
EFG
737
Ethos Financial Group
Pennsylvania
$146K -$4.42K -350 -3%
CA
738
Cumberland Advisors
Florida
$146K
FDCDDQ
739
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K +$43.3K +3,430 +42%
SFP
740
Shepherd Financial Partners
Massachusetts
$145K +$3.4K +269 +2%
MS
741
Madden Securities
Texas
$145K
HCM
742
Hollencrest Capital Management
California
$145K +$468 +37 +0.3%
CWM
743
Centurion Wealth Management
Virginia
$144K
CF
744
Cantor Fitzgerald
New York
$142K
DWA
745
Delap Wealth Advisory
Oregon
$142K +$144K +11,380 New
CCB
746
Country Club Bank
Missouri
$141K +$10K +794 +8%
CC
747
Callan Capital
California
$140K +$142K +11,246 New
SFG
748
StrategIQ Financial Group
Indiana
$140K
CFD
749
Creative Financial Designs
Indiana
$140K +$56.9K +4,500 +67%
CFA
750
Capstone Financial Advisors
Illinois
$139K +$3.26K +258 +2%

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.