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Energy Transfer Partners

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: 5559 (+4)

1% more funds holding

Funds holding: 953965 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
851
City Holding Co
West Virginia
$69.6K +$4.97K +375 +8%
CSPIA
852
Cary Street Partners Investment Advisory
Virginia
$66.7K +$17.1K +1,291 +37%
SC
853
SouthState Corp
Florida
$65.6K -$3.71K -280 -6%
CHA
854
Carmichael Hill & Associates
Maryland
$64.5K
CWM
855
Compass Wealth Management
Connecticut
$63.1K +$33.2K +2,500 +125%
UIA
856
Ulland Investment Advisors
Minnesota
$63K
ECM
857
Estabrook Capital Management
New York
$62.4K
OC
858
Oakworth Capital
Alabama
$62K
WAM
859
WFA Asset Management
Wisconsin
$61.9K +$942 +71 +2%
QC
860
Quent Capital
New York
$58.7K +$1.3K +98 +2%
PMFA
861
Plante Moran Financial Advisors
Michigan
$58.5K
VWM
862
Venturi Wealth Management
Texas
$58.5K +$53 +4 +0.1%
GGI
863
Godsey & Gibb Inc
Virginia
$56.1K
EIM
864
Essex Investment Management
Massachusetts
$55.9K
SAM
865
S.A. Mason
Michigan
$54.3K +$13.3K +1,000 +35%
LFA
866
LGT Financial Advisors
Texas
$54.2K +$51.3K +3,866 New
BFEC
867
Benjamin F. Edwards & Company
Missouri
$54K +$385 +29 +0.8%
TSWM
868
Tyler-Stone Wealth Management
Ohio
$52K +$942 +71 +2%
AWM
869
Atticus Wealth Management
Florida
$51.1K +$809 +61 +2%
KLWA
870
Kelly Lawrence W & Associates
California
$50.5K
SN
871
Sittner & Nelson
Oregon
$50.5K +$47.8K +3,600 New
OIA
872
Optimum Investment Advisors
Illinois
$49.1K
GTAM
873
Global Trust Asset Management
Florida
$49.1K +$14.6K +1,100 +46%
KFI
874
Key Financial Inc
Pennsylvania
$47K +$676 +51 +2%
HI
875
Hoey Investments
Pennsylvania
$45.8K +$43.3K +3,266 New

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.