We are live on ! Find out more
ET icon

Energy Transfer Partners
ET

390 hedge funds and large institutions have $16.3B invested in Energy Transfer Partners in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 129 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $142M | Put options by funds: $63.1M

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

1% more funds holding

Funds holding: 386 → 390 (+4)

3% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 125

0% more funds holding in top 10

Funds holding in top 10: 36 → 36 (0)

3% less capital invested

Capital invested by funds: $16.8B → $16.3B (-$454M)

3.99% less ownership

Funds ownership: 99.55% → 95.56% (-4%)

Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
10.4%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
52
Increased
129
Reduced
125
Closed
40
Calls
$142M
Puts
$63.1M
Net Calls
+$79.2M
Net Calls Change
-$40M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$773M
2
SC
Sculptor Capital
New York
+$153M
3
Citigroup
Citigroup
New York
+$103M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$70.1M
5
Blackstone Inc
Blackstone Inc
New York
+$63.7M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mason Capital Management
New York
-$532M
2
Goldman Sachs
Goldman Sachs
New York
-$358M
3
JP Morgan Chase
JP Morgan Chase
New York
-$247M
4
CS
Credit Suisse
Switzerland
-$231M
5
Bank of America
Bank of America
North Carolina
-$156M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTI
276
Fiduciary Trust International
Massachusetts
$399K – – –
WRM
277
Westport Resources Management
Connecticut
$396K +$1.79K +62 +0.5%
SW
278
SVB Wealth
Massachusetts
$390K +$391K +13,590 New
EFS
279
Essex Financial Services
Connecticut
$386K +$39.9K +1,384 +11%
WIL
280
Winifred I. Li
$385K – – –
RNS
281
Robert N. Shapiro
$385K +$13K +450 +3%
EWM
282
Evercore Wealth Management
New York
$370K -$910K -31,600 -71%
LI
283
LMCG Investments
Massachusetts
$364K – – –
BWAM
284
Boyd Watterson Asset Management
Ohio
$362K – – –
TFCP
285
Twin Focus Capital Partners
Massachusetts
$362K +$64.8K +2,250 +22%
DFIM
286
Detwiler Fenton Investment Management
Massachusetts
$359K -$5.76K -200 -2%
C
287
CFO4Life
Texas
$359K +$360K +12,506 New
Envestnet Asset Management
288
Envestnet Asset Management
Illinois
$357K +$332K +11,514 +1,263%
ECM
289
Estabrook Capital Management
New York
$356K – – –
BKA
290
Brick & Kyle Associates
Pennsylvania
$353K +$354K +12,300 New
RMDI
291
R.M. Davis Inc
Maine
$344K – – –
SNT
292
Security National Trust
West Virginia
$344K – – –
NAM
293
NTV Asset Management
West Virginia
$344K +$346K +12,000 New
FBC
294
Fairfield, Bush & Co
Connecticut
$341K +$72.3K +2,510 +27%
BRWM
295
B. Riley Wealth Management
Tennessee
$336K -$167K -5,800 -33%
CP
296
Camelot Portfolios
Ohio
$334K – – –
TD Asset Management
297
TD Asset Management
Ontario, Canada
$330K – – –
SCM
298
Sterling Capital Management
North Carolina
$329K – – –
CFA
299
Camarda Financial Advisors
Florida
$328K +$61.5K +2,136 +23%
JIC
300
Johnson Investment Counsel
Ohio
$312K – – –
10 11
12
13 14

ET Hedge Fund Activity: Q4 2014 in Review

390 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2014, worth a combined $16.3B — down 2.7% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ET positions and 40 closed out — a net gain of 12 holders — while 129 added to existing stakes and 125 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $773M. The largest seller was Mason Capital Management, exiting entirely with an estimated $532M sold.

  • 390 institutional investors held Energy Transfer Partners (ET) as of Q4 2014, up from 386 in Q3 2014.
  • Funds reported $16.3B of Energy Transfer Partners stock for Q4 2014, down 2.7% quarter-over-quarter.
  • 52 funds opened new Energy Transfer Partners positions in Q4 2014 and 40 closed out, a net change of +12 holders.
  • The largest Energy Transfer Partners buyer in Q4 2014 was Morgan Stanley, an estimated $773M added.
  • The largest Energy Transfer Partners seller in Q4 2014 was Mason Capital Management, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2014.