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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
NA
151
NewEdge Advisors
Louisiana
$3.94M +$548K +43,372 +16%
NFG
152
Nations Financial Group
Iowa
$3.83M +$20.7K +1,640 +0.5%
CW
153
Connectus Wealth
Ohio
$3.77M
DADC
154
D.A. Davidson & Co
Montana
$3.77M +$1.48M +117,476 +64%
Ameriprise
155
Ameriprise
Minnesota
$3.76M +$148K +11,673 +4%
BWP
156
Baldwin Wealth Partners
Massachusetts
$3.69M +$206K +16,300 +6%
IWC
157
Integrated Wealth Concepts
Massachusetts
$3.62M +$2.89M +228,987 +373%
SSG
158
Summit Securities Group
New York
$3.61M -$1.8M -142,300 -33%
SPIA
159
Steward Partners Investment Advisory
New York
$3.59M +$270K +21,403 +8%
First Trust Advisors
160
First Trust Advisors
Illinois
$3.58M +$109K +8,602 +3%
DCM
161
Difesa Capital Management
New York
$3.57M -$4.74K -375 -0.1%
TB
162
Terril Brothers
Missouri
$3.57M
TCBWMS
163
Texas Capital Bank Wealth Management Services
Texas
$3.51M +$41.2K +3,259 +1%
SKK
164
Shepherd Kaplan Krochuk
Massachusetts
$3.47M +$164K +12,971 +5%
IAIM
165
International Assets Investment Management
Florida
$3.42M -$106K -8,379 -3%
MIM
166
Morningstar Investment Management
Illinois
$3.41M -$1.92M -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 +$3.4M +269,129 New
FCM
171
Fairholme Capital Management
Florida
$3.35M
CGA
172
Crescent Grove Advisors
Illinois
$3.31M +$710K +56,161 +27%
LSPW
173
Lake Street Private Wealth
Illinois
$3.31M +$236K +18,687 +8%
CIA
174
Capital Investment Advisors
Georgia
$3.31M +$180K +14,281 +6%
BCM
175
Bourgeon Capital Management
Connecticut
$3.29M -$19K -1,500 -0.6%

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.