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Energy Transfer Partners

912 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 351 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 54

64% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 214

60% more call options, than puts

Call options by funds: $514M | Put options by funds: $321M

10% more capital invested

Capital invested by funds: $12.9B → $14.2B (+$1.26B)

7% more funds holding

Funds holding: 850912 (+62)

0.67% less ownership

Funds ownership: 38.19%37.52% (-0.67%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

Holders
912
Holders Change
+62
Holders Change %
+7.29%
% of All Funds
14.66%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
0.85%
New
138
Increased
351
Reduced
214
Closed
54
Calls
$514M
Puts
$321M
Net Calls
+$192M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.91B -$209M -17,443,661 -10%
Goldman Sachs
2
Goldman Sachs
New York
$916M -$62.8M -5,238,649 -6%
Morgan Stanley
3
Morgan Stanley
New York
$906M +$159M +13,220,435 +21%
Invesco
4
Invesco
Georgia
$709M -$18.1M -1,511,724 -2%
AA
5
ALPS Advisors
Colorado
$675M -$13M -1,086,783 -2%
N
6
Natixis
France
$506M +$184M +15,361,035 +56%
TCA
7
Tortoise Capital Advisors
Kansas
$436M -$40.5M -3,374,173 -8%
AWA
8
Arete Wealth Advisors
Illinois
$414M +$287K +23,939 +219%
Bank of America
9
Bank of America
North Carolina
$392M -$65.7M -5,473,081 -14%
UBS Group
10
UBS Group
Switzerland
$344M -$7.58M -632,139 -2%
EIP
11
Energy Income Partners
Connecticut
$316M +$13.2M +1,104,265 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$313M +$15.4M +1,285,201 +5%
KACA
13
Kayne Anderson Capital Advisors
California
$302M -$8.42M -701,852 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$282M +$12.5M +1,039,260 +5%
ClearBridge Investments
15
ClearBridge Investments
New York
$255M +$5.39M +449,671 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$233M +$21.6M +1,800,820 +10%
WHG
17
Westwood Holdings Group
Texas
$213M +$191M +15,928,820 +783%
ACM
18
Abrams Capital Management
Massachusetts
$212M -$50.2M -4,185,000 -19%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$211M -$2.73M -227,834 -1%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$207M -$7.23M -602,469 -3%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$203M +$24.1M +2,005,409 +13%
Barclays
22
Barclays
United Kingdom
$203M +$8.15M +679,120 +4%
CCM
23
Chickasaw Capital Management
Tennessee
$192M -$31.4M -2,617,968 -14%
BC
24
Brookfield Corp
Ontario, Canada
$160M -$10.2M -849,917 -6%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$126M -$25M -2,086,152 -16%

ET Hedge Fund Activity: Q4 2022 in Review

912 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2022, worth a combined $14.2B — up 9.8% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ET positions and 54 closed out — a net gain of 84 holders — while 351 added to existing stakes and 214 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $191M. The largest seller was Blackstone Inc, cutting an estimated $209M.

  • 912 institutional investors held Energy Transfer Partners (ET) as of Q4 2022, up from 850 in Q3 2022.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 138 funds opened new Energy Transfer Partners positions in Q4 2022 and 54 closed out, a net change of +84 holders.
  • The largest Energy Transfer Partners buyer in Q4 2022 was Westwood Holdings Group, an estimated $191M added.
  • The largest Energy Transfer Partners seller in Q4 2022 was Blackstone Inc, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2022.