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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
MWM
776
Modera Wealth Management
New Jersey
$168K -$6.02K -454 -4%
LJHT
777
Laurie J. Hall Trustee
$168K
DWA
778
Delap Wealth Advisory
Oregon
$167K +$158K +11,930 New
BJL
779
Brighton Jones LLC
Washington
$167K +$10.9K +825 +7%
GCP
780
GSA Capital Partners
United Kingdom
$167K -$93.1K -7,019 -37%
FHA
781
First Horizon Advisors
Tennessee
$167K
CFD
782
Creative Financial Designs
Indiana
$166K +$8.62K +650 +6%
DWA
783
Douglass Winthrop Advisors
New York
$166K +$157K +11,850 New
FDS
784
First Dallas Securities
Texas
$165K -$1.76M -132,622 -92%
CFG
785
Cooper Financial Group
California
$163K +$13.3K +1,000 +9%
AFA
786
American Financial Advisors
Georgia
$162K +$172 +13 +0.1%
CWM
787
Centurion Wealth Management
Virginia
$162K
TAM
788
Titleist Asset Management
Texas
$161K +$17.5K +1,316 +13%
WAM
789
Walker Asset Management
Missouri
$161K +$2.72K +205 +2%
CF
790
Cantor Fitzgerald
New York
$160K
DT
791
Diversified Trust
Tennessee
$159K +$14.2K +1,071 +10%
ITIM
792
Indiana Trust & Investment Management
Indiana
$157K
SIAG
793
Safeguard Investment Advisory Group
California
$157K +$2.35K +177 +2%
GFS
794
GYL Financial Synergies
Connecticut
$157K
CFA
795
Capstone Financial Advisors
Illinois
$156K
TDC
796
Thompson Davis & Co
Virginia
$156K +$147K +11,100 New
CF
797
Centaurus Financial
California
$155K +$32.6K +2,458 +29%
FHC
798
First Heartland Consultants
Missouri
$154K +$8.06K +608 +6%
ODG
799
O'Dell Group
Ohio
$153K
PFG
800
Prosperity Financial Group
California
$152K -$19.9K -1,500 -12%

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.