We are live on ! Find out more
ET icon

Energy Transfer Partners

912 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 351 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

64% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 214

60% more call options, than puts

Call options by funds: $514M | Put options by funds: $321M

10% more capital invested

Capital invested by funds: $12.9B → $14.2B (+$1.26B)

7% more funds holding

Funds holding: 850912 (+62)

0.67% less ownership

Funds ownership: 38.19%37.52% (-0.67%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

Holders
912
Holders Change
+62
Holders Change %
+7.29%
% of All Funds
14.66%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
0.85%
New
138
Increased
351
Reduced
214
Closed
54
Calls
$514M
Puts
$321M
Net Calls
+$192M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
851
VitalStone Financial
Texas
$18K +$18K +1,500 New
SWA
852
SOA Wealth Advisors
New York
$17.8K
FPFS
853
First Personal Financial Services
North Carolina
$16.6K
CM
854
Caption Management
Oklahoma
$15.4K -$418K -34,857 -96%
IAS
855
IMA Advisory Services
Colorado
$14.2K +$14.4K +1,200 New
HWA
856
Heritage Wealth Advisors
Virginia
$14.1K +$300 +25 +2%
C
857
Covestor
United Kingdom
$14K -$12.9K -1,076 -48%
TFGT
858
TS Financial Group (TSFG)
Illinois
$14K
BWAM
859
Boyd Watterson Asset Management
Ohio
$13.4K +$13.5K +1,129 New
SCA
860
Stonebridge Capital Advisors
Minnesota
$13.3K
FCG
861
Financial Connections Group
California
$13K +$300 +25 +2%
KFI
862
Key Financial Inc
Pennsylvania
$12.8K
ICM
863
Islay Capital Management
Texas
$12.2K
BEI
864
Benjamin Edwards Inc
Missouri
$12K
DWMG
865
DB Wealth Management Group
California
$11.9K
SC
866
Stephens Consulting
Michigan
$11.9K
TCM
867
TD Capital Management
Tennessee
$11.5K +$252 +21 +2%
MSFP
868
Mark Sheptoff Financial Planning
Connecticut
$11.4K
HIM
869
Hillsdale Investment Management
Ontario, Canada
$11K
ATC
870
Adirondack Trust Company
New York
$10.8K
JWA
871
JFS Wealth Advisors
Pennsylvania
$10.1K
CM
872
Cornerstone Management
Georgia
$9.37K
TFA
873
Toth Financial Advisory
Virginia
$9.33K -$1.92K -160 -17%
FWA
874
Freedom Wealth Alliance
Wisconsin
$9.12K +$9.21K +768 New
FA
875
Fiduciary Alliance
South Carolina
$8.35K +$8.43K +703 New

ET Hedge Fund Activity: Q4 2022 in Review

912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2022, worth a combined $14.2B — up 9.8% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ET positions and 54 closed out — a net gain of 84 holders — while 351 added to existing stakes and 214 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $191M. The largest seller was Blackstone Inc, cutting an estimated $209M.

  • 912 institutional investors held Energy Transfer Partners (ET) as of Q4 2022, up from 850 in Q3 2022.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 138 funds opened new Energy Transfer Partners positions in Q4 2022 and 54 closed out, a net change of +84 holders.
  • The largest Energy Transfer Partners buyer in Q4 2022 was Westwood Holdings Group, an estimated $191M added.
  • The largest Energy Transfer Partners seller in Q4 2022 was Blackstone Inc, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.