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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
BJL
751
Brighton Jones LLC
Washington
$138K +$8.66K +685 +7%
WAM
752
Walker Asset Management
Missouri
$138K +$2.46K +195 +2%
VWA
753
V Wealth Advisors
Kansas
$138K +$140K +11,041 New
PWA
754
PCG Wealth Advisors
Kansas
$137K
TPWA
755
TRUE Private Wealth Advisors
Oregon
$137K +$392 +31 +0.3%
ODG
756
O'Dell Group
Ohio
$136K +$7.58K +600 +6%
GAA
757
Global Assets Advisory
Florida
$135K +$133K +10,490 New
WPW
758
Waldron Private Wealth
Pennsylvania
$135K +$137K +10,810 New
CWS
759
Cypress Wealth Services
California
$134K +$136K +10,781 New
FHC
760
First Heartland Consultants
Missouri
$134K +$1.06K +84 +0.8%
TAM
761
Titleist Asset Management
Texas
$133K +$135K +10,691 New
MWM
762
Mission Wealth Management
California
$133K +$135K +10,683 New
WT
763
Washington Trust
Rhode Island
$132K
CCM
764
Colorado Capital Management
Colorado
$129K
VNA
765
Valley National Advisers
Pennsylvania
$129K +$265 +21 +0.2%
SIAG
766
Safeguard Investment Advisory Group
California
$129K +$2.06K +163 +2%
FHA
767
First Horizon Advisors
Tennessee
$129K
WE
768
Wealth Effects
Massachusetts
$128K +$3.79K +300 +3%
PWLP
769
Prio Wealth Limited Partnership
Massachusetts
$128K +$130K +10,300 New
FTCM
770
First Trust Capital Management
Illinois
$128K -$42.1K -3,330 -24%
CWP
771
Core Wealth Partners
California
$128K -$26.5K -2,096 -17%
OLA
772
Oliver Luxxe Assets
New Jersey
$127K
BTI
773
Blue Trust Inc
Georgia
$127K +$26.7K +2,111 +24%
SF
774
Summit Financial
New Jersey
$127K
VFA
775
Voya Financial Advisors
Connecticut
$127K -$417 -33 -0.3%

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.