We are live on ! Find out more
ET icon

Energy Transfer Partners

1,055 hedge funds and large institutions have $16.7B invested in Energy Transfer Partners in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 478 increasing their positions, 205 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 50

153% more call options, than puts

Call options by funds: $850M | Put options by funds: $336M

133% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 205

10% more capital invested

Capital invested by funds: $15.2B → $16.7B (+$1.45B)

9% more funds holding

Funds holding: 9651,055 (+90)

5% more funds holding in top 10

Funds holding in top 10: 5962 (+3)

1.39% more ownership

Funds ownership: 34.52%35.91% (+1.4%)

Holders
1,055
Holders Change
+90
Holders Change %
+9.33%
% of All Funds
15.38%
Holding in Top 10
62
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.08%
% of All Funds
0.9%
New
158
Increased
478
Reduced
205
Closed
50
Calls
$850M
Puts
$336M
Net Calls
+$515M
Net Calls Change
-$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
151
Pekin Hardy Strauss
Illinois
$5.84M +$463K +34,102 +9%
CAI
152
Capital Advisors Inc
Oklahoma
$5.8M +$4.69M +345,187 +461%
PAG
153
Private Advisor Group
New Jersey
$5.77M +$489K +35,999 +9%
FCM
154
Fogel Capital Management
Florida
$5.77M +$5.63M +414,544 New
GS
155
GTS Securities
New York
$5.72M +$2.35M +173,269 +72%
William Blair & Company
156
William Blair & Company
Illinois
$5.69M +$389K +28,658 +7%
Ameriprise
157
Ameriprise
Minnesota
$5.52M +$677K +49,827 +14%
GCM
158
Granby Capital Management
Florida
$5.52M
Lido Advisors
159
Lido Advisors
California
$5.51M +$3.06M +225,138 +129%
GHAM
160
Gilman Hill Asset Management
Connecticut
$5.44M -$327K -24,095 -6%
NA
161
NewEdge Advisors
Louisiana
$5.39M +$281K +20,696 +6%
AGC
162
Alden Global Capital
Florida
$5.33M
SIC
163
Salem Investment Counselors
North Carolina
$5.31M +$313 +23 +0%
CM
164
Castleark Management
Illinois
$5.23M
SA
165
SL Advisors
New Jersey
$5.19M +$382K +28,130 +8%
AAM
166
Advisors Asset Management
Colorado
$5.13M +$2.42M +178,092 +92%
CIBC World Market
167
CIBC World Market
Ontario, Canada
$5.08M -$3.84M -282,707 -43%
TA
168
Tectonic Advisors
Texas
$4.87M +$432K +31,799 +10%
CCM
169
Cullen Capital Management
New York
$4.82M -$1.18M -86,470 -20%
SSG
170
Summit Securities Group
New York
$4.66M -$2.47M -181,600 -35%
FWIA
171
Fort Washington Investment Advisors
Ohio
$4.57M +$632K +46,491 +16%
CGA
172
Crescent Grove Advisors
Illinois
$4.46M +$1.6M +117,596 +57%
CI
173
Cambiar Investors
Colorado
$4.38M -$1.09M -80,253 -20%
CAL
174
Capital Analysts LLC
Pennsylvania
$4.36M -$11.1K -820 -0.3%
KWM
175
Keebeck Wealth Management
Illinois
$4.34M -$240K -17,657 -5%

ET Hedge Fund Activity: Q4 2023 in Review

1,055 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2023, worth a combined $16.7B — up 9.5% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ET positions and 50 closed out — a net gain of 108 holders — while 478 added to existing stakes and 205 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $896M. The largest seller was Natixis, cutting an estimated $192M.

  • 1,055 institutional investors held Energy Transfer Partners (ET) as of Q4 2023, up from 965 in Q3 2023.
  • Funds reported $16.7B of Energy Transfer Partners stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 158 funds opened new Energy Transfer Partners positions in Q4 2023 and 50 closed out, a net change of +108 holders.
  • The largest Energy Transfer Partners buyer in Q4 2023 was Morgan Stanley, an estimated $896M added.
  • The largest Energy Transfer Partners seller in Q4 2023 was Natixis, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2023.