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Energy Transfer Partners

770 hedge funds and large institutions have $5.87B invested in Energy Transfer Partners in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 271 increasing their positions, 252 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $168M | Put options by funds: $72.6M

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 252

3% less funds holding

Funds holding: 795770 (-25)

5.73% less ownership

Funds ownership: 52.62%46.89% (-5.7%)

13% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 117

44% less funds holding in top 10

Funds holding in top 10: 5531 (-24)

68% less capital invested

Capital invested by funds: $18.1B → $5.87B (-$12.3B)

Holders
770
Holders Change
-25
Holders Change %
-3.14%
% of All Funds
16.97%
Holding in Top 10
31
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-43.64%
% of All Funds
0.68%
New
102
Increased
271
Reduced
252
Closed
117
Calls
$168M
Puts
$72.6M
Net Calls
+$95.2M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evercore Wealth Management
New York
$309K +$41K +3,850 +6%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$305K +$127K +11,963 +32%
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$304K +$22.3K +2,094 +3%
SOMRS
304
State of Michigan Retirement System
Michigan
$301K +$697K +65,460 New
PFPT
305
Pinnacle Financial Partners (Tennessee)
Tennessee
$297K +$126K +11,800 +22%
APA
306
American Portfolios Advisors
New York
$296K +$686K +64,349 New
AG
307
Aperio Group
California
$294K
RJT
308
Raymond James Trust
Florida
$294K +$11.7K +1,099 +2%
Manulife (Manufacturers Life Insurance)
309
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$292K -$192K -17,988 -22%
BWP
310
Baldwin Wealth Partners
Massachusetts
$292K -$70.9K -6,650 -9%
Chevy Chase Trust
311
Chevy Chase Trust
Maryland
$286K
TC
312
Telemus Capital
Michigan
$283K +$1.14K +107 +0.3%
CM
313
Caption Management
Oklahoma
$281K +$141K +13,200 +28%
DA
314
Doliver Advisors
Texas
$280K -$122K -11,442 -23%
BSW
315
Buckingham Strategic Wealth
Missouri
$276K -$21.3K -2,000 -3%
WPW
316
Waldron Private Wealth
Pennsylvania
$276K +$213K +20,000 +50%
RIM
317
Regent Investment Management
Kentucky
$275K -$70.9K -6,652 -10%
FWM
318
Frontier Wealth Management
Missouri
$275K +$395K +37,046 +163%
LSAG
319
Lake Street Advisors Group
New Hampshire
$273K
ACP
320
Aveo Capital Partners
Colorado
$272K +$218K +20,477 +53%
BRWA
321
B. Riley Wealth Advisors
Florida
$271K +$215K +20,146 +52%
NGA
322
Naples Global Advisors
Florida
$269K +$624K +58,530 New
HCP
323
Holt Capital Partners
Texas
$267K
TNA
324
True North Advisors
Texas
$267K +$479K +44,973 +343%
BCWM
325
Blue Chip Wealth Management
Florida
$267K +$619K +58,101 New

ET Hedge Fund Activity: Q1 2020 in Review

770 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2020, worth a combined $5.87B — down 68% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of ET and 102 opened new positions — a net loss of 15 holders — while 252 trimmed existing stakes and 271 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $877M. The largest seller was Tortoise Capital Advisors, cutting an estimated $437M.

  • 770 institutional investors held Energy Transfer Partners (ET) as of Q1 2020, down from 795 in Q4 2019.
  • Funds reported $5.87B of Energy Transfer Partners stock for Q1 2020, down 68% quarter-over-quarter.
  • 102 funds opened new Energy Transfer Partners positions in Q1 2020 and 117 closed out, a net change of -15 holders.
  • The largest Energy Transfer Partners buyer in Q1 2020 was Blackstone Inc, an estimated $877M added.
  • The largest Energy Transfer Partners seller in Q1 2020 was Tortoise Capital Advisors, an estimated $437M sold.

Based on aggregated 13F filings for Q1 2020.