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Energy Transfer Partners

912 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 351 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

64% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 214

60% more call options, than puts

Call options by funds: $514M | Put options by funds: $321M

10% more capital invested

Capital invested by funds: $12.9B → $14.2B (+$1.26B)

7% more funds holding

Funds holding: 850912 (+62)

0.67% less ownership

Funds ownership: 38.19%37.52% (-0.67%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

Holders
912
Holders Change
+62
Holders Change %
+7.29%
% of All Funds
14.66%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
0.85%
New
138
Increased
351
Reduced
214
Closed
54
Calls
$514M
Puts
$321M
Net Calls
+$192M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$5.37M +$1.19M +99,188 +28%
AC
127
Avenir Corporation
Virginia
$5.37M
CI
128
Cambiar Investors
Colorado
$5.37M
Creative Planning
129
Creative Planning
Kansas
$5.35M +$899K +74,921 +20%
AWS
130
Atria Wealth Solutions
New York
$5.34M -$69.6K -5,801 -1%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$5.23M
SSG
132
Summit Securities Group
New York
$5.13M -$1.11M -92,300 -18%
AC
133
Amitell Capital
Singapore
$5.08M +$5.14M +428,146 New
MIM
134
Morningstar Investment Management
Illinois
$5.04M -$359K -29,961 -7%
CCM
135
Cullen Capital Management
New York
$5.01M -$1.36M -113,617 -21%
GHAM
136
Gilman Hill Asset Management
Connecticut
$4.94M -$39.3K -3,279 -0.8%
AFG
137
American Financial Group
Ohio
$4.82M +$12K +1,000 +0.2%
MC
138
Moors & Cabot
Massachusetts
$4.82M +$36.4K +3,033 +0.8%
CCM
139
Cutler Capital Management
Massachusetts
$4.77M +$143K +11,894 +3%
GCM
140
Granby Capital Management
Florida
$4.75M +$2.4M +200,000 +100%
Simplex Trading
141
Simplex Trading
Illinois
$4.71M +$4.77M +397,286 New
MCM
142
MAI Capital Management
Ohio
$4.7M -$29.4K -2,449 -0.6%
SA
143
SL Advisors
New Jersey
$4.65M -$6K -500 -0.1%
CAI
144
Capital Advisors Inc
Oklahoma
$4.57M -$804 -67 -0%
SIC
145
Salem Investment Counselors
North Carolina
$4.5M +$2.4K +200 +0.1%
William Blair & Company
146
William Blair & Company
Illinois
$4.42M +$61.1K +5,090 +1%
Walleye Trading
147
Walleye Trading
New York
$4.38M +$3.79M +316,143 +600%
DA
148
DCF Advisers
Connecticut
$4.36M +$90K +7,500 +2%
CP
149
Cumberland Partners
Ontario, Canada
$4.35M -$7.65M -637,545 -63%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$4.29M +$34.9K +2,912 +0.8%

ET Hedge Fund Activity: Q4 2022 in Review

912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2022, worth a combined $14.2B — up 9.8% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ET positions and 54 closed out — a net gain of 84 holders — while 351 added to existing stakes and 214 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $191M. The largest seller was Blackstone Inc, cutting an estimated $209M.

  • 912 institutional investors held Energy Transfer Partners (ET) as of Q4 2022, up from 850 in Q3 2022.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 138 funds opened new Energy Transfer Partners positions in Q4 2022 and 54 closed out, a net change of +84 holders.
  • The largest Energy Transfer Partners buyer in Q4 2022 was Westwood Holdings Group, an estimated $191M added.
  • The largest Energy Transfer Partners seller in Q4 2022 was Blackstone Inc, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.