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Energy Transfer Partners

928 hedge funds and large institutions have $13.7B invested in Energy Transfer Partners in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 380 increasing their positions, 236 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $630M | Put options by funds: $301M

63% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 57

61% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 236

2% more funds holding

Funds holding: 912928 (+16)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3% less capital invested

Capital invested by funds: $14.2B → $13.7B (-$409M)

2.08% less ownership

Funds ownership: 37.52%35.44% (-2.1%)

Holders
928
Holders Change
+16
Holders Change %
+1.75%
% of All Funds
14.79%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
93
Increased
380
Reduced
236
Closed
57
Calls
$630M
Puts
$301M
Net Calls
+$330M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
126
Amitell Capital
Singapore
$5.34M
Creative Planning
127
Creative Planning
Kansas
$5.26M -$359K -28,437 -6%
GHAM
128
Gilman Hill Asset Management
Connecticut
$5.2M +$15.5K +1,227 +0.3%
CCM
129
Cullen Capital Management
New York
$5.17M -$95.3K -7,543 -2%
AFG
130
American Financial Group
Ohio
$5.15M +$88.5K +7,000 +2%
CCM
131
Cutler Capital Management
Massachusetts
$5.14M +$122K +9,640 +2%
MC
132
Moors & Cabot
Massachusetts
$5.04M -$18.6K -1,472 -0.4%
William Blair & Company
133
William Blair & Company
Illinois
$5.03M +$399K +31,561 +8%
GCM
134
Granby Capital Management
Florida
$4.99M
SIC
135
Salem Investment Counselors
North Carolina
$4.73M
GAM
136
Goldentree Asset Management
New York
$4.72M -$2.53M -200,100 -35%
DA
137
DCF Advisers
Connecticut
$4.66M +$82.1K +6,500 +2%
SFS
138
Sowell Financial Services
Arkansas
$4.63M -$1.02M -81,050 -18%
CP
139
Cumberland Partners
Ontario, Canada
$4.57M
CAN
140
Cetera Advisor Networks
California
$4.49M +$338K +26,784 +8%
PHS
141
Pekin Hardy Strauss
Illinois
$4.47M +$267K +21,154 +6%
SA
142
SL Advisors
New Jersey
$4.44M -$447K -35,380 -9%
KCM
143
Key Colony Management
Arkansas
$4.43M
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$4.31M -$202K -16,015 -4%
AWS
145
Atria Wealth Solutions
New York
$4.21M -$1.41M -111,796 -25%
GVAG
146
Great Valley Advisor Group
Delaware
$4.09M -$1.71M -135,602 -29%
BPA
147
Beacon Pointe Advisors
California
$4.06M +$24.6K +1,943 +0.6%
OP
148
ORG Partners
Indiana
$4.06M +$4.1M +324,538 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$4.06M -$50.4K -3,992 -1%
Simplex Trading
150
Simplex Trading
Illinois
$3.95M -$1.02M -80,390 -20%

ET Hedge Fund Activity: Q1 2023 in Review

928 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2023, worth a combined $13.7B — down 2.9% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new ET positions and 57 closed out — a net gain of 36 holders — while 380 added to existing stakes and 236 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Deutsche Bank, cutting an estimated $220M.

  • 928 institutional investors held Energy Transfer Partners (ET) as of Q1 2023, up from 912 in Q4 2022.
  • Funds reported $13.7B of Energy Transfer Partners stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 93 funds opened new Energy Transfer Partners positions in Q1 2023 and 57 closed out, a net change of +36 holders.
  • The largest Energy Transfer Partners buyer in Q1 2023 was JP Morgan Chase, an estimated $155M added.
  • The largest Energy Transfer Partners seller in Q1 2023 was Deutsche Bank, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2023.