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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
201
Advisors Asset Management
Colorado
$2.94M +$52.6K +4,153 +2%
AAIM
202
American Assets Investment Management
California
$2.87M
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$2.83M -$139K -10,944 -5%
CC
204
Claybrook Capital
Massachusetts
$2.82M +$513K +40,453 +22%
PFS
205
Prospera Financial Services
Texas
$2.78M +$583 +46 +0%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$2.77M -$308K -24,334 -10%
ASN
207
Advisory Services Network
Georgia
$2.7M +$232K +18,342 +9%
AWM
208
Apollon Wealth Management
South Carolina
$2.69M +$287K +22,613 +12%
JFG
209
Jefferies Financial Group
New York
$2.65M -$3.93K -310 -0.1%
Northern Trust
210
Northern Trust
Illinois
$2.63M +$315K +24,854 +14%
SSG
211
Summit Securities Group
New York
$2.62M -$1.06M -83,500 -29%
BlackRock
212
BlackRock
New York
$2.56M -$6.54M -516,009 -72%
IFAM
213
Institutional & Family Asset Management
Colorado
$2.53M
LC
214
Lavaca Capital
Texas
$2.52M -$2.53K -200 -0.1%
Franklin Resources
215
Franklin Resources
California
$2.52M +$187K +14,750 +8%
BG
216
Bahl & Gaynor
Ohio
$2.51M +$1.43M +113,000 +133%
WANY
217
Wealthspire Advisors (New York)
New York
$2.5M +$412K +32,527 +20%
ISL
218
Ingalls & Snyder LLC
New York
$2.46M +$8.06K +636 +0.3%
VVP
219
Venture Visionary Partners
Ohio
$2.44M -$244K -19,290 -9%
SS
220
Sunbelt Securities
Texas
$2.39M +$134K +10,536 +6%
BCM
221
Basso Capital Management
Connecticut
$2.32M +$113K +8,950 +5%
TNA
222
True North Advisors
Texas
$2.3M +$4.36K +344 +0.2%
HI
223
Harbour Investments
Wisconsin
$2.27M +$43.7K +3,449 +2%
V
224
Veritable
Delaware
$2.25M +$52.7K +4,156 +2%
MRWM
225
ML&R Wealth Management
Texas
$2.23M +$2.22M +175,550 New

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.