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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
RPG
326
Risk Paradigm Group
Texas
$43.4K
SIA
327
SeaBridge Investment Advisors
New Jersey
$40K
CHC
328
City Holding Co
West Virginia
$39K
AIL
329
AGF Investments LLC
Ontario, Canada
$38K +$36.2K +1,920 New
ECM
330
Estabrook Capital Management
New York
$36.3K -$139K -7,360 -80%
DAM
331
Delta Asset Management
Tennessee
$36K
HNB
332
Huntington National Bank
Ohio
$34K
AssetMark Inc
333
AssetMark Inc
California
$33K
LF
334
Lee Financial
Texas
$33K
BWA
335
Burt Wealth Advisors
Maryland
$30K
AWM
336
Avior Wealth Management
Nebraska
$30K +$7.04K +374 +32%
CAG
337
Crestwood Advisors Group
Massachusetts
$29K +$30.1K +1,600 New
BWP
338
Baldwin Wealth Partners
Massachusetts
$28K
AIM
339
Anchor Investment Management
South Carolina
$24.5K
FANJ
340
Financial Architects (New Jersey)
New Jersey
$24K
NFG
341
Next Financial Group
Texas
$23K -$61.3K -3,255 -73%
BC
342
Barnett & Company
Tennessee
$22K
VWM
343
Valley Wealth Managers
New Jersey
$22K
AIM
344
Advantage Investment Management
Iowa
$21K +$396 +21 +2%
RFM
345
Royal Fund Management
Florida
$20K +$301 +16 +2%
AIM
346
Acrospire Investment Management
Illinois
$20K +$18.6K +989 New
SF
347
Synovus Financial
Georgia
$20K +$18.8K +1,000 New
GEA
348
Glen Eagle Advisors
New Jersey
$14.8K -$3.77K -200 -21%
CB
349
Community Bank
New York
$14K
WA
350
WFG Advisors
Texas
$14K

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.