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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Atticus Wealth Management
Florida
$45.5K +$13.7K +1,083 +43%
OA
852
Operose Advisors
Wisconsin
$45.2K
OIA
853
Optimum Investment Advisors
Illinois
$44.5K
CSPIA
854
Cary Street Partners Investment Advisory
Virginia
$44K +$15.3K +1,209 +54%
KFI
855
Key Financial Inc
Pennsylvania
$41.9K +$646 +51 +2%
MHR
856
Matthew Hamilton Rosenberg
$39.5K
HFS
857
HBC Financial Services
Washington
$39K
GI
858
Gradient Investments
Minnesota
$38K +$9.09K +717 +31%
TC
859
Trust Company
Kansas
$37.2K
SAM
860
S.A. Mason
Michigan
$35.8K
BCMLT
861
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.6K +$6.34K +500 +22%
KA
862
Kozak & Associates
Colorado
$34.9K
AA
863
Ancora Advisors
Ohio
$34.7K -$15.2K -1,200 -30%
CWC
864
Carolinas Wealth Consulting
North Carolina
$32.4K +$19.3K +1,526 +149%
M
865
MOTCO
Texas
$31.8K
MCI
866
MRP Capital Investments
Georgia
$31.2K -$3.17K -250 -9%
IAS
867
IMA Advisory Services
Colorado
$30.5K +$15.2K +1,200 +100%
GTAM
868
Global Trust Asset Management
Florida
$30.5K +$30.4K +2,400 New
GEA
869
Glen Eagle Advisors
New Jersey
$30.3K +$3.17K +250 +12%
BAM
870
Byrne Asset Management
New Jersey
$30K
Jones Financial Companies
871
Jones Financial Companies
Missouri
$29.3K +$24.2K +1,909 +477%
TAM
872
Tucker Asset Management
Colorado
$29K +$3.28K +259 +13%
CTWM
873
Cherry Tree Wealth Management
Minnesota
$28.1K +$28K +2,211 New
FWM
874
Focused Wealth Management
New York
$27.7K +$127 +10 +0.5%
WWM
875
Wolff Wiese Magana
California
$27.6K +$15.7K +1,240 +133%

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.