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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
CWM
851
Compass Wealth Management
Connecticut
$24.9K
RFA
852
Resurgent Financial Advisors
Georgia
$24.9K +$25.3K +2,000 New
HDIM
853
Hanson & Doremus Investment Management
Vermont
$24K
SA
854
SRH Advisors
Kansas
$24K
PCFFS
855
Pacific Center for Financial Services
California
$23.9K +$24.3K +1,920 New
AWM
856
Accel Wealth Management
Iowa
$23.3K -$973 -77 -4%
HIA
857
Harbor Investment Advisory
Maryland
$22.4K
PFSC
858
Peoples Financial Services Corp
Pennsylvania
$22.3K
DAM
859
Delta Asset Management
Tennessee
$21.9K
HWA
860
HHM Wealth Advisors
Tennessee
$21.5K
SFG
861
Steward Financial Group
Texas
$20K
SWM
862
Sugarloaf Wealth Management
Georgia
$19.6K +$442 +35 +2%
SC
863
Sawyer & Company
Massachusetts
$19K
HGERS
864
Householder Group Estate & Retirement Specialist
Arizona
$19K +$101 +8 +0.5%
SWA
865
SOA Wealth Advisors
New York
$18.7K
AF
866
Advisornet Financial
Minnesota
$18.1K -$19.2K -1,517 -51%
CIA
867
Cape Investment Advisory
Georgia
$17.5K +$17.7K +1,400 New
FPFS
868
First Personal Financial Services
North Carolina
$17.4K
CM
869
Caption Management
Oklahoma
$16.2K
HWA
870
Heritage Wealth Advisors
Virginia
$15.2K +$354 +28 +2%
IAS
871
IMA Advisory Services
Colorado
$15K
Commonwealth Equity Services
872
Commonwealth Equity Services
Massachusetts
$14.8K +$498K +39,382 +3%
BWAM
873
Boyd Watterson Asset Management
Ohio
$14.1K
SWA
874
Sutton Wealth Advisors
Florida
$14K +$14.2K +1,126 New
TFGT
875
TS Financial Group (TSFG)
Illinois
$14K

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.