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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
Blackstone Inc
1
Blackstone Inc
New York
$1.95B -$8.99M -709,276 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$834M -$81M -6,395,383 -9%
AA
3
ALPS Advisors
Colorado
$817M -$3.27M -257,908 -0.4%
Goldman Sachs
4
Goldman Sachs
New York
$753M -$98.3M -7,756,176 -12%
Invesco
5
Invesco
Georgia
$727M -$8.91M -702,731 -1%
Bank of America
6
Bank of America
North Carolina
$466M +$62.2M +4,911,340 +15%
TCA
7
Tortoise Capital Advisors
Kansas
$444M -$21.3M -1,683,576 -5%
N
8
Natixis
France
$421M +$35.1M +2,767,574 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$394M -$62.6M -4,937,703 -14%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$338M -$20.9M -1,649,272 -6%
KACA
11
Kayne Anderson Capital Advisors
California
$319M -$3.75M -295,768 -1%
UBS Group
12
UBS Group
Switzerland
$310M -$28.8M -2,270,680 -9%
EIP
13
Energy Income Partners
Connecticut
$307M -$5.36M -423,029 -2%
ClearBridge Investments
14
ClearBridge Investments
New York
$273M -$755K -59,610 -0.3%
EFMFI
15
EnCap Flatrock Midstream Fund IV
Texas
$266M +$265M +20,940,538 New
EFMFI
16
EnCap Flatrock Midstream Fund III
Texas
$245M +$245M +19,329,728 New
ACM
17
Abrams Capital Management
Massachusetts
$226M
Neuberger Berman Group
18
Neuberger Berman Group
New York
$221M -$4.45M -350,844 -2%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$210M -$3.05M -240,334 -1%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$205M +$308K +24,276 +0.2%
WHG
21
Westwood Holdings Group
Texas
$192M -$15.7M -1,236,350 -8%
CCM
22
Chickasaw Capital Management
Tennessee
$184M -$15.1M -1,188,467 -8%
BC
23
Brookfield Corp
Ontario, Canada
$160M -$3.35M -264,658 -2%
CLG
24
Cooperman Leon G
$151M +$11.6M +912,500 +8%
AL
25
Appaloosa LP
New Jersey
$124M -$5.34M -421,554 -4%

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.