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Energy Transfer Partners

767 hedge funds and large institutions have $9.79B invested in Energy Transfer Partners in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 275 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 44

59% more call options, than puts

Call options by funds: $351M | Put options by funds: $220M

35% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 203

3% more funds holding

Funds holding: 748767 (+19)

0.11% more ownership

Funds ownership: 37.63%37.74% (+0.11%)

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.79B (-$984M)

Holders
767
Holders Change
+19
Holders Change %
+2.54%
% of All Funds
13.43%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.63%
New
75
Increased
275
Reduced
203
Closed
44
Calls
$351M
Puts
$220M
Net Calls
+$130M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
276
IHT Wealth Management
Illinois
$899K +$188K +19,550 +26%
BAM
277
Belpointe Asset Management
Nevada
$893K +$114K +11,898 +15%
PA
278
Pinnacle Associates
New York
$879K -$71.1K -7,411 -7%
ACP
279
Aveo Capital Partners
Colorado
$861K +$35.2K +3,662 +4%
IFG
280
Independent Financial Group
California
$856K +$2.26K +235 +0.3%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$847K +$59.7K +6,216 +8%
SSB
282
Sandy Spring Bank
Maryland
$843K
CMO
283
Covenant Multifamily Offices
Texas
$839K
LW
284
Linscomb Wealth
Texas
$830K +$470 +49 +0.1%
AP
285
Americana Partners
Texas
$825K -$55.6K -5,795 -6%
GAM
286
Griffin Asset Management
New York
$822K -$49K -5,101 -6%
KFA
287
Kelleher Financial Advisors
New York
$818K -$18.4K -1,920 -2%
BS
288
Boenning & Scattergood
Pennsylvania
$812K +$54.6K +5,686 +7%
S
289
Surevest
California
$806K
SFS
290
Summit Financial Strategies
Ohio
$805K
AC
291
AWM Capital
Arizona
$799K +$864K +90,000 New
CA
292
Cullinan Associates
Kentucky
$798K
ACP
293
Aviance Capital Partners
Florida
$795K +$8.64K +900 +1%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$790K +$8.86K +923 +1%
OWP
295
Obermeyer Wealth Partners
Colorado
$785K +$6.14K +640 +0.8%
ZCM
296
Ziegler Capital Management
Illinois
$780K
SBIA
297
Sheaff Brock Investment Advisors
Indiana
$771K +$5.53K +576 +0.7%
BRWA
298
B. Riley Wealth Advisors
Florida
$756K -$28K -2,921 -4%
WANY
299
Wealthspire Advisors (New York)
New York
$755K +$756K +78,764 New
CAN
300
Cetera Advisor Networks
California
$742K +$143K +14,934 +24%

ET Hedge Fund Activity: Q3 2021 in Review

767 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2021, worth a combined $9.79B — down 9.1% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ET positions and 44 closed out — a net gain of 31 holders — while 275 added to existing stakes and 203 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $112M. The largest seller was JP Morgan Chase, cutting an estimated $240M.

  • 767 institutional investors held Energy Transfer Partners (ET) as of Q3 2021, up from 748 in Q2 2021.
  • Funds reported $9.79B of Energy Transfer Partners stock for Q3 2021, down 9.1% quarter-over-quarter.
  • 75 funds opened new Energy Transfer Partners positions in Q3 2021 and 44 closed out, a net change of +31 holders.
  • The largest Energy Transfer Partners buyer in Q3 2021 was Deutsche Bank, an estimated $112M added.
  • The largest Energy Transfer Partners seller in Q3 2021 was JP Morgan Chase, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2021.