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Energy Transfer Partners

328 hedge funds and large institutions have $11.3B invested in Energy Transfer Partners in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 12

157% more call options, than puts

Call options by funds: $144M | Put options by funds: $56.1M

24% more capital invested

Capital invested by funds: $9.05B → $11.3B (+$2.21B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

15% more funds holding

Funds holding: 286328 (+42)

1.6% more ownership

Funds ownership: 195.27%196.87% (+1.6%)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

Holders
328
Holders Change
+42
Holders Change %
+14.69%
% of All Funds
9.52%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.93%
New
58
Increased
92
Reduced
114
Closed
12
Calls
$144M
Puts
$56.1M
Net Calls
+$88.2M
Net Calls Change
+$57.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
301
D.A. Davidson & Co
Montana
$65K -$39.6K -2,200 -41%
RFS
302
Rockefeller Financial Services
New York
$65K
KT
303
Kanaly Trust
Texas
$57K +$50.4K +2,800 New
PTC
304
Private Trust Company
Ohio
$55K
RIA
305
Regal Investment Advisors
Michigan
$49K +$48.5K +2,696 +131%
AI
306
ArchPoint Investors
Florida
$45K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$43K
TCOV
308
Trust Company of Vermont
Vermont
$42K
TDC
309
Thompson Davis & Co
Virginia
$42K +$36.8K +2,044 New
WTC
310
WhitTier Trust Company
Nevada
$41K
CFN
311
Cordasco Financial Network
Florida
$41K +$36K +2,000 New
CHC
312
City Holding Co
West Virginia
$40K +$35.5K +1,972 New
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$37K
Envestnet Asset Management
314
Envestnet Asset Management
Illinois
$35K +$14.8K +820 +90%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$32.7K +$28.8K +1,600 New
WAM
316
Wolverine Asset Management
Illinois
$32K +$28.6K +1,588 New
VIA
317
Vantage Investment Advisors
Pennsylvania
$31K +$27K +1,500 New
GGPS
318
Gary Goldberg Planning Services
New York
$27K
BAM
319
Brave Asset Management
New Jersey
$27K +$23.4K +1,300 New
DAM
320
Delta Asset Management
Tennessee
$20K
SSG
321
Summit Securities Group
New York
$16K -$274K -15,200 -95%
PR
322
Payden & Rygel
California
$16K
PSI
323
Pinnacle Summer Investments
Virginia
$14K
FBT
324
Founders Bank & Trust
Michigan
$13K +$11.9K +664 +100%
PAS
325
Partnervest Advisory Services
California
$12K +$7.2K +400 +200%

ET Hedge Fund Activity: Q4 2013 in Review

328 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2013, worth a combined $11.3B — up 24% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ET positions and 12 closed out — a net gain of 46 holders — while 92 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $65.1M.

  • 328 institutional investors held Energy Transfer Partners (ET) as of Q4 2013, up from 286 in Q3 2013.
  • Funds reported $11.3B of Energy Transfer Partners stock for Q4 2013, up 24% quarter-over-quarter.
  • 58 funds opened new Energy Transfer Partners positions in Q4 2013 and 12 closed out, a net change of +46 holders.
  • The largest Energy Transfer Partners buyer in Q4 2013 was Morgan Stanley, an estimated $106M added.
  • The largest Energy Transfer Partners seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $65.1M sold.

Based on aggregated 13F filings for Q4 2013.