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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
776
V Wealth Advisors
Kansas
$141K +$621 +49 +0.4%
BJL
777
Brighton Jones LLC
Washington
$141K +$520 +41 +0.4%
SIAG
778
Safeguard Investment Advisory Group
California
$140K +$8.91K +703 +7%
PFA
779
Pettinga Financial Advisors
Indiana
$140K +$140K +11,035 New
DLG
780
Daniel L. Goodwin
$140K +$139K +11,000 New
ODG
781
O'Dell Group
Ohio
$138K
SFG
782
StrategIQ Financial Group
Indiana
$136K -$6.34K -500 -4%
CFG
783
Cooper Financial Group
California
$135K +$134K +10,600 New
RK
784
Rather & Kittrell
Tennessee
$134K -$24.8K -1,959 -16%
FHC
785
First Heartland Consultants
Missouri
$131K -$5.39K -425 -4%
CCM
786
Colorado Capital Management
Colorado
$131K
PWLP
787
Prio Wealth Limited Partnership
Massachusetts
$131K
WE
788
Wealth Effects
Massachusetts
$131K
SW
789
SteelPeak Wealth
California
$130K +$130K +10,271 New
DT
790
Diversified Trust
Tennessee
$130K +$130K +10,268 New
MP
791
McDonald Partners
Ohio
$130K +$2.5K +197 +2%
FFM
792
Forum Financial Management
Illinois
$130K +$130K +10,238 New
WPC
793
Wedmont Private Capital
Pennsylvania
$130K +$697 +55 +0.5%
VNA
794
Valley National Advisers
Pennsylvania
$130K +$266 +21 +0.2%
VFA
795
Voya Financial Advisors
Connecticut
$130K -$51 -4 -0%
JE
796
JMAC Enterprises
Pennsylvania
$130K +$129K +10,218 New
VIM
797
Vista Investment Management
Pennsylvania
$130K +$129K +10,200 New
W
798
WPWealth
Texas
$129K +$129K +10,190 New
TAM
799
Titleist Asset Management
Texas
$129K -$6.55K -517 -5%
PIAS
800
PCA Investment Advisory Services
Ohio
$129K -$23K -1,812 -15%

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.