We are live on ! Find out more
ET icon

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
SEI Investments
301
SEI Investments
Pennsylvania
$162K
EWM
302
Evercore Wealth Management
New York
$158K -$67.8K -3,600 -31%
AWM
303
AllSquare Wealth Management
New York
$158K
WT
304
Whittier Trust
California
$151K
AI
305
ArchPoint Investors
Florida
$144K +$138K +7,326 New
WEC
306
Winslow Evans & Crocker
Massachusetts
$134K -$125K -6,648 -49%
RFS
307
Rockefeller Financial Services
New York
$129K -$226K -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 +$33K +1,750 +45%
CGT
311
Capital Guardian Trust
California
$101K -$332K -17,600 -78%
FHA
312
First Horizon Advisors
Tennessee
$99K +$31.8K +1,688 +50%
PMFA
313
Plante Moran Financial Advisors
Michigan
$95K -$35K -1,857 -28%
Envestnet Asset Management
314
Envestnet Asset Management
Illinois
$92K +$35.5K +1,887 +68%
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$87K +$20.7K +1,101 +33%
WP
316
WealthPLAN Partners
Nebraska
$82.1K +$81K +4,301 New
BFEC
317
Benjamin F. Edwards & Company
Missouri
$79K
VNA
318
Valley National Advisers
Pennsylvania
$71K +$151 +8 +0.2%
WTC
319
WhitTier Trust Company
Nevada
$71K +$67.8K +3,600 New
SAM
320
Shamrock Asset Management
Texas
$69K
SIM
321
Sonora Investment Management
Arizona
$63.1K +$5.65K +300 +10%
YWP
322
YorkBridge Wealth Partners
New York
$59K +$6.25K +332 +12%
QCG
323
Quadrant Capital Group
Ohio
$58K
PA
324
Parallel Advisors
California
$51K +$47.5K +2,524 +901%
TRCT
325
Tower Research Capital (TRC)
New York
$45K -$96.1K -5,101 -69%

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.