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Energy Transfer Partners
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Overview Fund Activity

923 hedge funds and large institutions have $13.7B invested in Energy Transfer Partners in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 378 increasing their positions, 235 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
+15
Holders Change %
+1.65%
% of All Funds
14.77%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.85%
New
92
Increased
378
Reduced
235
Closed
57
Calls
$630M
Puts
$301M
Net Calls
+$330M
Net Calls Change
+$137M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$448M
2
AA
ALPS Advisors
Colorado
$805M
3
MSRPS
Maryland State Retirement & Pension System
Maryland
$34.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$352M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$26.9M
2
N
Natixis
France
$379M
3
Goldman Sachs
Goldman Sachs
New York
$836M
4
Blackstone Inc
Blackstone Inc
New York
$1.92B
5
Barclays
Barclays
United Kingdom
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
151
NewEdge Advisors
Louisiana
$3.94M +$541K +43,372 +16%
NFG
152
Nations Financial Group
Iowa
$3.83M +$20.5K +1,640 +0.5%
CW
153
Connectus Wealth
Ohio
$3.77M – – –
DADC
154
D.A. Davidson & Co
Montana
$3.77M +$1.46M +117,476 +64%
Ameriprise
155
Ameriprise
Minnesota
$3.76M +$146K +11,673 +4%
BWP
156
Baldwin Wealth Partners
Massachusetts
$3.69M +$203K +16,300 +6%
IWC
157
Integrated Wealth Concepts
Massachusetts
$3.62M +$2.86M +228,987 +373%
SSG
158
Summit Securities Group
New York
$3.61M -$1.77M -142,300 -33%
SPIA
159
Steward Partners Investment Advisory
New York
$3.59M +$267K +21,403 +8%
First Trust Advisors
160
First Trust Advisors
Illinois
$3.58M +$107K +8,602 +3%
DCM
161
Difesa Capital Management
New York
$3.57M -$4.68K -375 -0.1%
TB
162
Terril Brothers
Missouri
$3.57M – – –
TCBWMS
163
Texas Capital Bank Wealth Management Services
Texas
$3.51M +$40.6K +3,259 +1%
SKK
164
Shepherd Kaplan Krochuk
Massachusetts
$3.47M +$162K +12,971 +5%
IAIM
165
International Assets Investment Management
Florida
$3.42M -$104K -8,379 -3%
MIM
166
Morningstar Investment Management
Illinois
$3.41M -$1.89M -151,921 -36%
Calamos Advisors
167
Calamos Advisors
Illinois
$3.39M – – –
CCM
168
Cohen Capital Management
California
$3.39M – – –
KIA
169
Knollwood Investment Advisory
Maryland
$3.37M – – –
CF
170
Concorde Financial
Texas
$3.36M +$3.36M +269,129 New
FCM
171
Fairholme Capital Management
Florida
$3.35M – – –
CGA
172
Crescent Grove Advisors
Illinois
$3.31M +$700K +56,161 +27%
LSPW
173
Lake Street Private Wealth
Illinois
$3.31M +$233K +18,687 +8%
CIA
174
Capital Investment Advisors
Georgia
$3.31M +$178K +14,281 +6%
BCM
175
Bourgeon Capital Management
Connecticut
$3.29M -$18.7K -1,500 -0.6%
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