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Energy Transfer Partners
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Overview Fund Activity

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
Holders
358
Holders Change
+16
Holders Change %
+4.68%
% of All Funds
8.93%
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

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
$709M
2
Bank of America
Bank of America
North Carolina
$561M
3
HFA
Harvest Fund Advisors
Pennsylvania
$638M
4
IG
ING Group
Netherlands
$139M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$263M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$334M
2
Goldman Sachs
Goldman Sachs
New York
$704M
3
UBS Group
UBS Group
Switzerland
$324M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$67.1M
5
N
Natixis
France
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
301
SEI Investments
Pennsylvania
$162K – – –
EWM
302
Evercore Wealth Management
New York
$158K -$71.1K -3,600 -31%
AWM
303
AllSquare Wealth Management
New York
$158K – – –
WT
304
Whittier Trust
California
$151K – – –
AI
305
ArchPoint Investors
Florida
$144K +$144K +7,326 New
WEC
306
Winslow Evans & Crocker
Massachusetts
$134K -$131K -6,648 -49%
RFS
307
Rockefeller Financial Services
New York
$129K -$236K -12,000 -65%
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K – – –
AP
309
Atwood & Palmer
Missouri
$122K – – –
JG
310
Jefferies Group
New York
$111K +$34.6K +1,750 +45%
CGT
311
Capital Guardian Trust
California
$101K -$348K -17,600 -78%
FHA
312
First Horizon Advisors
Tennessee
$99K +$33.1K +1,688 +50%
PMFA
313
Plante Moran Financial Advisors
Michigan
$95K -$36.8K -1,857 -28%
Envestnet Asset Management
314
Envestnet Asset Management
Illinois
$92K +$37.3K +1,887 +68%
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$87K +$21.7K +1,101 +33%
WP
316
WealthPLAN Partners
Nebraska
$82.1K +$82.1K +4,301 New
BFEC
317
Benjamin F. Edwards & Company
Missouri
$79K – – –
VNA
318
Valley National Advisers
Pennsylvania
$71K +$157 +8 +0.2%
WTC
319
WhitTier Trust Company
Nevada
$71K +$71K +3,600 New
SAM
320
Shamrock Asset Management
Texas
$69K – – –
SIM
321
Sonora Investment Management
Arizona
$63.1K +$5.92K +300 +10%
YWP
322
YorkBridge Wealth Partners
New York
$59K +$6.13K +332 +12%
QCG
323
Quadrant Capital Group
Ohio
$58K – – –
PA
324
Parallel Advisors
California
$51K +$45.9K +2,524 +901%
TRCT
325
Tower Research Capital (TRC)
New York
$45K -$100K -5,101 -69%
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