We are live on ! Find out more
ET icon

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
PR
101
Payden & Rygel
California
$10.8M -$222K -16,700 -2%
PRIG
102
Payden & Rygel Investment Group
California
$10.8M +$10.3M +772,990 New
SOAMC
103
Spirit of America Management Corp
New York
$10.8M +$26.5K +2,000 +0.3%
PCM
104
Parsons Capital Management
Rhode Island
$10.4M
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$10.3M +$6.82M +513,989 +231%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$10.3M -$2.13M -160,490 -18%
DI
107
DFPG Investments
Utah
$10.2M +$1.09M +81,855 +12%
BG
108
Bollard Group
Massachusetts
$10.2M +$10.6K +799 +0.1%
GT
109
Glenmede Trust
Pennsylvania
$10M -$424K -31,936 -4%
Group One Trading
110
Group One Trading
Illinois
$9.37M +$1.04M +78,503 +13%
CIBC World Market
111
CIBC World Market
Ontario, Canada
$9.13M -$4.67M -352,435 -35%
BF
112
BOK Financial
Oklahoma
$8.41M -$2.53K -191 -0%
HAI
113
Hennessy Advisors Inc
California
$8.21M +$491K +37,000 +7%
ACM
114
Advisors Capital Management
New Jersey
$8.1M -$7.44K -561 -0.1%
IF
115
Insight Folios
North Carolina
$8.09M -$897K -67,649 -10%
N
116
Nuveen
North Carolina
$7.88M -$144K -10,875 -2%
EM
117
ELCO Management
New York
$7.88M -$4.92K -371 -0.1%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$7.79M
BPA
119
Beacon Pointe Advisors
California
$7.66M +$2.95M +222,225 +69%
Walleye Trading
120
Walleye Trading
New York
$7.47M +$786K +59,239 +13%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$7.34M +$6.52M +491,363 +1,547%
AP
122
Americana Partners
Texas
$7.29M +$3.58M +269,914 +108%
SSG
123
Summit Securities Group
New York
$7.28M +$4.15M +313,100 +152%
RCM
124
Requisite Capital Management
Texas
$7.27M +$241K +18,142 +4%
Creative Planning
125
Creative Planning
Kansas
$7.27M +$957K +72,156 +16%

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.