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Energy Transfer Partners

850 hedge funds and large institutions have $12.9B invested in Energy Transfer Partners in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 344 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $525M | Put options by funds: $312M

65% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 208

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

17% more funds holding in top 10

Funds holding in top 10: 4755 (+8)

8% more capital invested

Capital invested by funds: $11.9B → $12.9B (+$1B)

1% more funds holding

Funds holding: 842850 (+8)

0.91% less ownership

Funds ownership: 39.1%38.19% (-0.91%)

Holders
850
Holders Change
+8
Holders Change %
+0.95%
% of All Funds
14.64%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.95%
New
74
Increased
344
Reduced
208
Closed
52
Calls
$525M
Puts
$312M
Net Calls
+$213M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
876
Aaron Wealth Advisors
Illinois
-$210K -21,081 Closed
BMWM
877
Brown Miller Wealth Management
Virginia
-$200K -20,069 Closed
WSTAM
878
Wilbanks Smith & Thomas Asset Management
Virginia
-$198K -19,857 Closed
LIM
879
Leavell Investment Management
Alabama
-$170K -17,059 Closed
SCM
880
Shelton Capital Management
Colorado
-$169K -16,898 Closed
PCIA
881
Prime Capital Investment Advisors
Kansas
-$151K -15,117 Closed
Fayez Sarofim & Co
882
Fayez Sarofim & Co
Texas
-$146K -14,672 Closed
WB
883
WesBanco Bank
West Virginia
-$139K -13,912 Closed
LP
884
LGL Partners
Pennsylvania
-$105K -10,491 Closed
Baird Financial Group
885
Baird Financial Group
Wisconsin
-$104K -10,454 Closed
CCM
886
Chilton Capital Management
Texas
-$69K -6,876 Closed
NICM
887
Neo Ivy Capital Management
New York
-$66K -6,643 Closed
CWP
888
Concord Wealth Partners
Virginia
-$66K -6,565 Closed
SIAP
889
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$57K -5,760 Closed
SOW
890
State of Wyoming
Wyoming
-$56K -5,561 Closed
TCWM
891
Total Clarity Wealth Management
Illinois
-$35K -3,509 Closed
CIS
892
Connors Investor Services
Pennsylvania
-$22K -2,173 Closed
AWM
893
Atticus Wealth Management
Florida
-$20K -2,000 Closed
CI
894
CX Institutional
Indiana
-$19K -1,920 Closed
PFGIA
895
Patriot Financial Group Insurance Agency
Massachusetts
-$18K -1,815 Closed
SFG
896
Steward Financial Group
Texas
-$16K -1,613 Closed
MCM
897
McMillion Capital Management
North Carolina
-$15K -1,500 Closed
Jones Financial Companies
898
Jones Financial Companies
Missouri
-$11K -1,100 Closed
COCM
899
Charter Oak Capital Management
New Hampshire
-$7K -692 Closed
TIM
900
Tevis Investment Management
Texas
-$6K -589 Closed

ET Hedge Fund Activity: Q3 2022 in Review

850 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2022, worth a combined $12.9B — up 8.4% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ET positions and 52 closed out — a net gain of 22 holders — while 344 added to existing stakes and 208 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 850 institutional investors held Energy Transfer Partners (ET) as of Q3 2022, up from 842 in Q2 2022.
  • Funds reported $12.9B of Energy Transfer Partners stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 74 funds opened new Energy Transfer Partners positions in Q3 2022 and 52 closed out, a net change of +22 holders.
  • The largest Energy Transfer Partners buyer in Q3 2022 was JP Morgan Chase, an estimated $110M added.
  • The largest Energy Transfer Partners seller in Q3 2022 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2022.