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Energy Transfer Partners

358 hedge funds and large institutions have $9.93B invested in Energy Transfer Partners in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $560M | Put options by funds: $108M

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

8% more capital invested

Capital invested by funds: $9.22B → $9.93B (+$707M)

5% more funds holding

Funds holding: 342358 (+16)

0.78% more ownership

Funds ownership: 45.86%46.64% (+0.78%)

2% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 114

Holders
358
Holders Change
+16
Holders Change %
+4.68%
% of All Funds
8.91%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
43
Increased
112
Reduced
114
Closed
25
Calls
$560M
Puts
$108M
Net Calls
+$452M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Meridian Wealth Management
Kentucky
$250K +$239K +12,695 New
FAAS
277
First Allied Advisory Services
California
$249K -$41K -2,178 -15%
BRF
278
B. Riley Financial
California
$248K
SC
279
SouthState Corp
Florida
$244K +$234K +12,400 New
HB
280
Homrich & Berg
Georgia
$242K -$37.7K -2,000 -14%
NFGCM
281
Norman Fields Gottscho Capital Management
New York
$237K
RMDI
282
R.M. Davis Inc
Maine
$237K
SNT
283
Security National Trust
West Virginia
$237K
CP
284
Camelot Portfolios
Ohio
$235K -$5.65K -300 -2%
ClearBridge Investments
285
ClearBridge Investments
New York
$233K
CFA
286
Carroll Financial Associates
North Carolina
$232K
FAM
287
Formidable Asset Management
Ohio
$228K -$33K -1,750 -12%
PTC
288
Private Trust Company
Ohio
$227K +$9.61K +510 +5%
WKWM
289
Walter & Keenan Wealth Management
Indiana
$225K
FPS
290
Fieldpoint Private Securities
Connecticut
$215K +$205K +10,876 New
DIA
291
Denver Investment Advisors
Colorado
$211K
Mirae Asset Global Investments
292
Mirae Asset Global Investments
South Korea
$210K +$200K +10,626 New
BRA
293
Bender Robert & Associates
California
$209K -$4.9K -260 -2%
CWM
294
Cornerstone Wealth Management
Missouri
$207K +$203K +10,800 New
JFGLC
295
Johnson Financial Group LLC (Colorado)
Colorado
$205K -$377 -20 -0.2%
TNB
296
Thomasville National Bank
Georgia
$203K +$194K +10,300 New
SC
297
Searle & Co
Connecticut
$197K
CTC
298
Central Trust Company
Missouri
$195K
HCC
299
Hirtle Callaghan & Co
Pennsylvania
$178K +$170K +8,999 New
ASN
300
Advisory Services Network
Georgia
$163K +$156K +8,284 New

ET Hedge Fund Activity: Q1 2017 in Review

358 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2017, worth a combined $9.93B — up 7.7% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ET positions and 25 closed out — a net gain of 18 holders — while 112 added to existing stakes and 114 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $220M. The largest seller was Bank of Montreal, cutting an estimated $108M.

  • 358 institutional investors held Energy Transfer Partners (ET) as of Q1 2017, up from 342 in Q4 2016.
  • Funds reported $9.93B of Energy Transfer Partners stock for Q1 2017, up 7.7% quarter-over-quarter.
  • 43 funds opened new Energy Transfer Partners positions in Q1 2017 and 25 closed out, a net change of +18 holders.
  • The largest Energy Transfer Partners buyer in Q1 2017 was Tortoise Capital Advisors, an estimated $220M added.
  • The largest Energy Transfer Partners seller in Q1 2017 was Bank of Montreal, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2017.