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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
MSCM
776
McElhenny Sheffield Capital Management
Texas
$126K
GAG
777
GM Advisory Group
New York
$126K
FB
778
Fulton Bank
Pennsylvania
$126K +$127K +10,080 New
WPC
779
Wedmont Private Capital
Pennsylvania
$125K +$127K +10,024 New
MP
780
McDonald Partners
Ohio
$125K +$127K +10,054 New
FMWA
781
Forvis Mazars Wealth Advisors
Missouri
$125K +$127K +10,020 New
HCM
782
Highlander Capital Management
New Jersey
$121K
BAM
783
Baldrige Asset Management
Pennsylvania
$120K
GIA
784
GHP Investment Advisors
Colorado
$120K
HCP
785
Hexagon Capital Partners
Arkansas
$117K
WAM
786
Worth Asset Management
Texas
$115K +$379 +30 +0.3%
BC
787
Barrett & Company
Rhode Island
$114K +$821 +65 +0.7%
WB
788
Webster Bank
Connecticut
$113K
BONH
789
Bank of New Hampshire
New Hampshire
$109K +$19.6K +1,548 +22%
HS
790
Horan Securities
United States
$104K +$63.6K +5,036 +154%
MA
791
MCF Advisors
Kentucky
$102K +$41.4K +3,280 +67%
AWM
792
AllSquare Wealth Management
New York
$99.8K
CTA
793
Colonial Trust Advisors
South Carolina
$98.3K +$51.1K +4,040 +105%
TCA
794
Trifecta Capital Advisors
Illinois
$96K +$97.3K +7,700 New
SIS
795
Sound Income Strategies
Florida
$91.8K -$11.6K -918 -11%
AF
796
Allworth Financial
California
$91.7K +$442 +35 +0.5%
CWP
797
Concord Wealth Partners
Virginia
$82.6K +$291 +23 +0.3%
TRCT
798
Tower Research Capital (TRC)
New York
$82K +$22.2K +1,755 +36%
NHT
799
New Hampshire Trust
New Hampshire
$77.8K
OLVIG
800
Oliver Lagore Vanvalin Investment Group
Michigan
$71.7K

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.