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Energy Transfer Partners

850 hedge funds and large institutions have $12.9B invested in Energy Transfer Partners in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 344 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $525M | Put options by funds: $312M

65% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 208

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

17% more funds holding in top 10

Funds holding in top 10: 4755 (+8)

8% more capital invested

Capital invested by funds: $11.9B → $12.9B (+$1B)

1% more funds holding

Funds holding: 842850 (+8)

0.91% less ownership

Funds ownership: 39.1%38.19% (-0.91%)

Holders
850
Holders Change
+8
Holders Change %
+0.95%
% of All Funds
14.64%
Holding in Top 10
55
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.02%
% of All Funds
0.95%
New
74
Increased
344
Reduced
208
Closed
52
Calls
$525M
Puts
$312M
Net Calls
+$213M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
Bourgeon Capital Management
Connecticut
$2.93M +$117K +10,500 +4%
SPIA
177
Steward Partners Investment Advisory
New York
$2.92M -$35.1K -3,156 -1%
First Trust Advisors
178
First Trust Advisors
Illinois
$2.91M -$303K -27,225 -9%
AAM
179
Advisors Asset Management
Colorado
$2.9M -$216K -19,389 -7%
WC
180
Wexford Capital
Florida
$2.87M -$15.8M -1,418,904 -85%
FWIA
181
Fort Washington Investment Advisors
Ohio
$2.85M -$28.2K -2,536 -1%
POIA
182
Pin Oak Investment Advisors
Texas
$2.81M -$260K -23,333 -8%
1WA
183
180 Wealth Advisors
Washington
$2.76M -$112K -10,093 -4%
CIA
184
Capital Investment Advisors
Georgia
$2.76M -$13.1K -1,174 -0.5%
KWM
185
Kanen Wealth Management
Florida
$2.76M +$2.78M +250,000 New
IAIM
186
International Assets Investment Management
Florida
$2.7M +$148K +13,283 +6%
CA
187
Cetera Advisors
Colorado
$2.59M -$92.6K -8,311 -3%
Northern Trust
188
Northern Trust
Illinois
$2.58M +$22.4K +2,010 +0.9%
FFG
189
Fortem Financial Group
California
$2.56M +$129K +11,565 +5%
SWP
190
Stratos Wealth Partners
Ohio
$2.52M -$630K -56,592 -20%
HT
191
HighTower Trust
Texas
$2.51M +$2.08M +187,208 +460%
CCM
192
Callodine Capital Management
Massachusetts
$2.48M -$278K -25,000 -10%
TCBWMS
193
Texas Capital Bank Wealth Management Services
Texas
$2.47M -$186K -16,660 -7%
PFS
194
Prospera Financial Services
Texas
$2.44M +$114K +10,271 +5%
ARC
195
Advisor Resource Council
Texas
$2.38M +$2.02M +181,129 +526%
ARMC
196
American Research & Management Company
Massachusetts
$2.37M -$1.11K -100 -0%
CS
197
Clear Street
New York
$2.37M
ONSWM
198
Old North State Wealth Management
North Carolina
$2.32M -$462K -41,471 -16%
PFM
199
Premier Fund Managers
United Kingdom
$2.31M -$4.62M -415,000 -66%
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$2.31M +$111K +9,945 +5%

ET Hedge Fund Activity: Q3 2022 in Review

850 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2022, worth a combined $12.9B — up 8.4% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ET positions and 52 closed out — a net gain of 22 holders — while 344 added to existing stakes and 208 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 850 institutional investors held Energy Transfer Partners (ET) as of Q3 2022, up from 842 in Q2 2022.
  • Funds reported $12.9B of Energy Transfer Partners stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 74 funds opened new Energy Transfer Partners positions in Q3 2022 and 52 closed out, a net change of +22 holders.
  • The largest Energy Transfer Partners buyer in Q3 2022 was JP Morgan Chase, an estimated $110M added.
  • The largest Energy Transfer Partners seller in Q3 2022 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2022.