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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
Group One Trading
201
Group One Trading
Illinois
$2.49M -$1.05M -83,412 -29%
IFAM
202
Institutional & Family Asset Management
Colorado
$2.48M +$719K +56,930 +40%
LC
203
Lavaca Capital
Texas
$2.48M +$2.53K +200 +0.1%
CCB
204
Cutter & Co Brokerage
Missouri
$2.43M +$660K +52,236 +37%
ASN
205
Advisory Services Network
Georgia
$2.42M +$243K +19,267 +11%
ISL
206
Ingalls & Snyder LLC
New York
$2.41M -$14.6K -1,154 -0.6%
AWM
207
Apollon Wealth Management
South Carolina
$2.36M +$369K +29,216 +18%
Franklin Resources
208
Franklin Resources
California
$2.29M +$154K +12,200 +7%
Northern Trust
209
Northern Trust
Illinois
$2.27M +$316K +25,027 +16%
CC
210
Claybrook Capital
Massachusetts
$2.27M
TNA
211
True North Advisors
Texas
$2.25M +$2.28M +180,609 New
M&T Bank
212
M&T Bank
New York
$2.24M +$295K +23,317 +15%
SS
213
Sunbelt Securities
Texas
$2.21M +$173K +13,676 +8%
HI
214
Harbour Investments
Wisconsin
$2.19M +$188K +14,840 +9%
HKAM
215
Horizon Kinetics Asset Management
New York
$2.19M -$69.8K -5,526 -3%
BCM
216
Basso Capital Management
Connecticut
$2.16M +$61.3K +4,850 +3%
V
217
Veritable
Delaware
$2.16M +$187K +14,800 +9%
BAM
218
Belpointe Asset Management
Nevada
$2.16M +$378K +29,915 +21%
HCM
219
Hodges Capital Management
Texas
$2.16M +$27.3K +2,158 +1%
AI
220
ArchPoint Investors
Florida
$2.15M
OAM
221
Oppenheimer Asset Management
New York
$2.14M +$177K +14,017 +9%
BHPW
222
Beverly Hills Private Wealth
California
$2.09M +$1.43M +113,071 +207%
FSA
223
Fort Sheridan Advisors
Illinois
$2.08M +$957K +75,733 +83%
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$2.08M -$55.9K -4,425 -3%
UCFA
225
United Capital Financial Advisors
Texas
$2.07M -$299K -23,652 -12%

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.