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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
Blackstone Inc
1
Blackstone Inc
New York
$1.92B -$85.4M -6,760,465 -4%
Morgan Stanley
2
Morgan Stanley
New York
$899M -$54.1M -4,284,072 -6%
Goldman Sachs
3
Goldman Sachs
New York
$836M -$127M -10,081,719 -13%
AA
4
ALPS Advisors
Colorado
$805M +$97.4M +7,708,992 +14%
Invesco
5
Invesco
Georgia
$722M -$22.4M -1,772,793 -3%
TCA
6
Tortoise Capital Advisors
Kansas
$457M -$919K -72,715 -0.2%
JP Morgan Chase
7
JP Morgan Chase
New York
$448M +$155M +12,234,093 +52%
Bank of America
8
Bank of America
North Carolina
$396M -$15.3M -1,213,641 -4%
N
9
Natixis
France
$379M -$154M -12,222,707 -29%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$352M +$23.8M +1,886,054 +7%
UBS Group
11
UBS Group
Switzerland
$332M -$29.5M -2,337,123 -8%
KACA
12
Kayne Anderson Capital Advisors
California
$317M -$455K -36,000 -0.1%
EIP
13
Energy Income Partners
Connecticut
$307M -$25.4M -2,012,688 -8%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$284M -$9.7M -767,663 -4%
ClearBridge Investments
15
ClearBridge Investments
New York
$269M +$831K +65,769 +0.3%
ACM
16
Abrams Capital Management
Massachusetts
$222M
Neuberger Berman Group
17
Neuberger Berman Group
New York
$221M -$899K -71,167 -0.4%
WHG
18
Westwood Holdings Group
Texas
$204M -$20.1M -1,587,443 -9%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$201M -$13.1M -1,038,786 -6%
CCM
20
Chickasaw Capital Management
Tennessee
$195M -$6.42M -508,059 -3%
BC
21
Brookfield Corp
Ontario, Canada
$161M -$7.25M -573,994 -4%
CLG
22
Cooperman Leon G
$137M +$12.2M +967,496 +10%
Barclays
23
Barclays
United Kingdom
$134M -$79.8M -6,316,334 -37%
AL
24
Appaloosa LP
New Jersey
$127M
Citigroup
25
Citigroup
New York
$107M +$1.19M +94,494 +1%

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.