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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
GGI
801
Godsey & Gibb Inc
Virginia
$69K +$70K +5,536 New
TF
802
Tompkins Financial
New York
$68.6K
EWM
803
Endurance Wealth Management
Rhode Island
$68K +$68.7K +5,440 New
PG
804
Proffitt & Goodson
Tennessee
$64.8K -$25.9K -2,049 -28%
VWM
805
Venturi Wealth Management
Texas
$64.6K +$65.5K +5,180 New
SC
806
SouthState Corp
Florida
$61.8K -$26.4K -2,093 -30%
IWP
807
IAG Wealth Partners
Wisconsin
$59.9K +$1.25K +99 +2%
CHC
808
City Holding Co
West Virginia
$57.2K
Acadian Asset Management
809
Acadian Asset Management
Massachusetts
$57K +$58.7K +4,646 New
ECM
810
Estabrook Capital Management
New York
$55.5K
OC
811
Oakworth Capital
Alabama
$55.1K
WAM
812
WFA Asset Management
Wisconsin
$53.3K +$847 +67 +2%
PMFA
813
Plante Moran Financial Advisors
Michigan
$52K
MFC
814
Mechanics Financial Corp
Ohio
$49.9K
QC
815
Quent Capital
New York
$49.7K -$3.92K -310 -7%
EIM
816
Essex Investment Management
Massachusetts
$49.7K -$5.74K -454 -10%
AA
817
Ancora Advisors
Ohio
$49.1K
RG
818
Retirement Group
California
$49K +$6.32K +500 +14%
IGWM
819
ICA Group Wealth Management
Colorado
$48.9K +$15.5K +1,225 +45%
CHA
820
Carmichael Hill & Associates
Maryland
$47.1K
BFEC
821
Benjamin F. Edwards & Company
Missouri
$47K -$34.9K -2,760 -42%
FMP
822
Financial Management Professionals
Texas
$46K +$1.26K +100 +3%
KLWA
823
Kelly Lawrence W & Associates
California
$44.9K
OA
824
Operose Advisors
Wisconsin
$44.3K -$19K -1,500 -30%
OIA
825
Optimum Investment Advisors
Illinois
$43.6K +$44.2K +3,500 New

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.