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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
DAM
901
Delta Asset Management
Tennessee
$24.6K
HIA
902
Harbor Investment Advisory
Maryland
$24.6K -$3.98K -300 -15%
CB
903
Community Bank
New York
$23.9K -$5.17K -390 -19%
SWM
904
Sugarloaf Wealth Management
Georgia
$23.1K +$517 +39 +2%
FSWA
905
Financial Synergies Wealth Advisors
Texas
$21.2K +$6.95K +524 +53%
CAS
906
Coppell Advisory Solutions
Texas
$21.1K -$730 -55 -3%
AF
907
Advisornet Financial
Minnesota
$21.1K +$544 +41 +3%
SWA
908
SOA Wealth Advisors
New York
$21K
SC
909
Sawyer & Company
Massachusetts
$21K
AAG
910
Armstrong Advisory Group
Massachusetts
$20.1K
VF
911
VitalStone Financial
Texas
$20K
CIA
912
Cape Investment Advisory
Georgia
$19.6K
FPFS
913
First Personal Financial Services
North Carolina
$19.6K
EWM
914
Evermay Wealth Management
Virginia
$18.9K +$17.8K +1,344 New
HWA
915
Heritage Wealth Advisors
Virginia
$17.9K +$398 +30 +2%
FCG
916
Financial Connections Group
California
$17K +$398 +30 +2%
SWA
917
Sutton Wealth Advisors
Florida
$16.9K +$371 +28 +2%
SSB
918
Sandy Spring Bank
Maryland
$16.8K
CT
919
Colonial Trust
South Carolina
$16.7K -$6.63K -500 -30%
BWAM
920
Boyd Watterson Asset Management
Ohio
$15.8K
SCA
921
Stonebridge Capital Advisors
Minnesota
$15.7K
NIC
922
Northwest Investment Counselors
Oregon
$15.1K
RA
923
Rise Advisors
New York
$14.7K +$13.9K +1,051 New
ICM
924
Islay Capital Management
Texas
$14.4K
TCM
925
TD Capital Management
Tennessee
$14.3K

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.