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Energy Transfer Partners

965 hedge funds and large institutions have $15.2B invested in Energy Transfer Partners in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 420 increasing their positions, 232 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $908M | Put options by funds: $349M

81% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 232

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

7% more capital invested

Capital invested by funds: $14.2B → $15.2B (+$1.03B)

7% more funds holding in top 10

Funds holding in top 10: 5559 (+4)

1% more funds holding

Funds holding: 953965 (+12)

1.52% less ownership

Funds ownership: 36.04%34.52% (-1.5%)

Holders
965
Holders Change
+12
Holders Change %
+1.26%
% of All Funds
15.32%
Holding in Top 10
59
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.27%
% of All Funds
0.94%
New
72
Increased
420
Reduced
232
Closed
50
Calls
$908M
Puts
$349M
Net Calls
+$560M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$2.11B -$36.7M -2,764,411 -2%
AA
2
ALPS Advisors
Colorado
$1.03B +$124M +9,341,798 +15%
Goldman Sachs
3
Goldman Sachs
New York
$890M +$54.7M +4,124,921 +7%
Invesco
4
Invesco
Georgia
$789M -$12.7M -960,499 -2%
Morgan Stanley
5
Morgan Stanley
New York
$779M -$135M -10,167,132 -15%
Bank of America
6
Bank of America
North Carolina
$482M -$31.3M -2,357,737 -6%
TCA
7
Tortoise Capital Advisors
Kansas
$473M -$16.9M -1,277,753 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$455M +$18.6M +1,404,708 +5%
N
9
Natixis
France
$409M -$53M -3,992,000 -12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$358M -$14.7M -1,107,570 -4%
UBS Group
11
UBS Group
Switzerland
$355M +$11.7M +883,251 +4%
KACA
12
Kayne Anderson Capital Advisors
California
$352M -$519K -39,100 -0.2%
EIP
13
Energy Income Partners
Connecticut
$350M +$9.48M +714,698 +3%
ClearBridge Investments
14
ClearBridge Investments
New York
$301M -$1.09M -82,480 -0.4%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$260M +$32M +2,412,874 +15%
ACM
16
Abrams Capital Management
Massachusetts
$250M
Neuberger Berman Group
17
Neuberger Berman Group
New York
$241M -$3.1M -233,907 -1%
WHG
18
Westwood Holdings Group
Texas
$220M +$7.45M +561,590 +4%
CCM
19
Chickasaw Capital Management
Tennessee
$199M -$4.08M -307,429 -2%
BC
20
Brookfield Corp
Ontario, Canada
$194M +$15.5M +1,171,753 +9%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$187M -$43M -3,243,007 -20%
Barclays
22
Barclays
United Kingdom
$174M +$38.9M +2,933,353 +31%
CLG
23
Cooperman Leon G
$167M
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$145M +$12.3M +928,098 +10%
AL
25
Appaloosa LP
New Jersey
$137M

ET Hedge Fund Activity: Q3 2023 in Review

965 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2023, worth a combined $15.2B — up 7.3% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ET positions and 50 closed out — a net gain of 22 holders — while 420 added to existing stakes and 232 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $124M. The largest seller was EnCap Flatrock Midstream Fund IV, cutting an estimated $204M.

  • 965 institutional investors held Energy Transfer Partners (ET) as of Q3 2023, up from 953 in Q2 2023.
  • Funds reported $15.2B of Energy Transfer Partners stock for Q3 2023, up 7.3% quarter-over-quarter.
  • 72 funds opened new Energy Transfer Partners positions in Q3 2023 and 50 closed out, a net change of +22 holders.
  • The largest Energy Transfer Partners buyer in Q3 2023 was ALPS Advisors, an estimated $124M added.
  • The largest Energy Transfer Partners seller in Q3 2023 was EnCap Flatrock Midstream Fund IV, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2023.