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Energy Transfer Partners
ET

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: 55 → 59 (+4)

1% more funds holding

Funds holding: 953 → 965 (+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

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$124M
2
Goldman Sachs
Goldman Sachs
New York
+$54.7M
3
Nomura Holdings
Nomura Holdings
Japan
+$40.6M
4
Barclays
Barclays
United Kingdom
+$38.9M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$32M

Top Sellers

Rank Fund Capital Flow
1
EFMFI
EnCap Flatrock Midstream Fund IV
Texas
-$204M
2
EFMFI
EnCap Flatrock Midstream Fund III
Texas
-$188M
3
Morgan Stanley
Morgan Stanley
New York
-$135M
4
Jennison Associates
Jennison Associates
New York
-$61.9M
5
N
Natixis
France
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
801
Key Client Fiduciary Advisors
New Jersey
$151K +$143K +10,779 New
Acadian Asset Management
802
Acadian Asset Management
Massachusetts
$151K -$31.6K -2,383 -18%
RIL
803
Rothschild Investment LLC
Illinois
$151K +$143K +10,798 New
AC
804
AlphaCore Capital
California
$151K +$68.2K +5,139 +92%
SFG
805
StrategIQ Financial Group
Indiana
$150K – – –
NAS
806
Nicolet Advisory Services
Wisconsin
$150K -$279 -21 -0.2%
EHC
807
Everett Harris & Co
California
$150K +$142K +10,697 New
SA
808
Strategic Advocates
Utah
$148K +$140K +10,582 New
RK
809
Rather & Kittrell
Tennessee
$148K – – –
WE
810
Wealth Effects
Massachusetts
$147K +$2.65K +200 +2%
ANB
811
Amarillo National Bank
Texas
$147K +$139K +10,500 New
DAM
812
Derbend Asset Management
Georgia
$146K +$138K +10,434 New
CCM
813
Colorado Capital Management
Colorado
$145K – – –
PWLP
814
Prio Wealth Limited Partnership
Massachusetts
$145K – – –
W
815
WPWealth
Texas
$144K +$1.33K +100 +1%
VNA
816
Valley National Advisers
Pennsylvania
$144K +$292 +22 +0.2%
LIA
817
LBMC Investment Advisors
Tennessee
$143K +$140K +10,568 New
VFA
818
Voya Financial Advisors
Connecticut
$143K +$584 +44 +0.4%
HCM
819
Highlander Capital Management
New Jersey
$143K +$6.63K +500 +5%
UAS
820
United Asset Strategies
New York
$143K +$398 +30 +0.3%
PIAS
821
PCA Investment Advisory Services
Ohio
$142K – – –
MSCM
822
McElhenny Sheffield Capital Management
Texas
$142K – – –
CWM
823
Curi Wealth Management
North Carolina
$140K +$133K +10,000 New
BC
824
Barrett & Company
Rhode Island
$133K -$1.16M -87,498 -90%
HCP
825
Hexagon Capital Partners
Arkansas
$132K – – –
31 32
33
34 35

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.