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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
LSA
726
Lion Street Advisors
Texas
$200K -$66.2K -4,994 -26%
KPWS
727
Kestra Private Wealth Services
Texas
$200K +$189K +14,254 New
JMF
728
Johnson Midwest Financial
Iowa
$198K +$133 +10 +0.1%
MW
729
Marcum Wealth
Ohio
$198K +$24.7K +1,861 +15%
V
730
ViaWealth
Kansas
$197K +$4.32K +326 +2%
HWM
731
Hemington Wealth Management
Virginia
$195K
MCM
732
Mattern Capital Management
Colorado
$195K
NSG
733
Nalls Sherbakoff Group
Tennessee
$195K -$28.3K -2,130 -13%
VCA
734
Verdence Capital Advisors
Maryland
$194K +$225 +17 +0.1%
MCCA
735
Mill Creek Capital Advisors
Pennsylvania
$193K
CWP
736
Concord Wealth Partners
Virginia
$193K +$2.51K +189 +1%
ST
737
Smithfield Trust
Pennsylvania
$192K
WC
738
Waterloo Capital
Texas
$191K +$968 +73 +0.5%
APP
739
Avantax Planning Partners
Iowa
$191K -$106K -8,000 -37%
DWP
740
Daymark Wealth Partners
Ohio
$190K -$84.3K -6,357 -32%
LFG
741
Larson Financial Group
Missouri
$190K -$18.4K -1,389 -9%
I
742
INVST
Indiana
$190K
DLG
743
Daniel L. Goodwin
$189K +$33.2K +2,500 +23%
FBC
744
Fairfield, Bush & Co
Connecticut
$189K +$756 +57 +0.4%
HPC
745
HM Payson & Co
Maine
$189K
PA
746
Probity Advisors
Texas
$188K -$4.34K -327 -2%
EIP
747
Easterly Investment Partners
Massachusetts
$186K
CSIC
748
Clifford Swan Investment Counsel
California
$186K
CA
749
Cumberland Advisors
Florida
$185K +$19.6K +1,480 +13%
RCA
750
Resonant Capital Advisors
Wisconsin
$185K

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.