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Energy Transfer Partners

358 hedge funds and large institutions have $9.39B invested in Energy Transfer Partners in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $455M | Put options by funds: $84.4M

1.51% more ownership

Funds ownership: 46.64%48.15% (+1.5%)

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% more funds holding

Funds holding: 358358 (0)

5% less capital invested

Capital invested by funds: $9.93B → $9.39B (-$538M)

16% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 120

25% less funds holding in top 10

Funds holding in top 10: 2821 (-7)

Holders
358
Holders Change
Holders Change %
0%
% of All Funds
8.93%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.52%
New
35
Increased
101
Reduced
120
Closed
34
Calls
$455M
Puts
$84.4M
Net Calls
+$370M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
326
Pathstone Family Office
New Jersey
$45K +$44.5K +2,500 New
PRS
327
Pinkerton Retirement Specialists
Idaho
$44K +$43.3K +2,436 New
RPG
328
Risk Paradigm Group
Texas
$39.5K
SIA
329
SeaBridge Investment Advisors
New Jersey
$36K
CHC
330
City Holding Co
West Virginia
$35K
FANJ
331
Financial Architects (New Jersey)
New Jersey
$34K +$12.5K +700 +58%
ECM
332
Estabrook Capital Management
New York
$33K
DAM
333
Delta Asset Management
Tennessee
$32K
WAM
334
Wealthspire Advisors (Maryland)
Maryland
$31K +$18.9K +1,063 +157%
AssetMark Inc
335
AssetMark Inc
California
$30K
LF
336
Lee Financial
Texas
$30K
AWM
337
Avior Wealth Management
Nebraska
$27K
BWA
338
Burt Wealth Advisors
Maryland
$27K
MLFP
339
MPS Loria Financial Planners
Illinois
$27K +$27.1K +1,524 New
BWP
340
Baldwin Wealth Partners
Massachusetts
$23K -$2.49K -140 -10%
AIM
341
Anchor Investment Management
South Carolina
$22.3K
TDC
342
Thompson Davis & Co
Virginia
$22K +$21.4K +1,200 New
BC
343
Barnett & Company
Tennessee
$20K
RFM
344
Royal Fund Management
Florida
$19K +$285 +16 +2%
CB
345
Community Bank
New York
$13K
WA
346
WFG Advisors
Texas
$13K
RIA
347
RPG Investment Advisory
California
$11K +$10.7K +600 New
RWA
348
Ropes Wealth Advisors
Massachusetts
$10K +$9.63K +541 New
NFG
349
Next Financial Group
Texas
$9K -$12.5K -700 -57%
OC
350
Oakworth Capital
Alabama
$9K

ET Hedge Fund Activity: Q2 2017 in Review

358 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2017, worth a combined $9.39B — down 5.4% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ET positions and 34 closed out — a net gain of 1 holder — while 101 added to existing stakes and 120 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Citigroup, cutting an estimated $191M.

  • 358 institutional investors held Energy Transfer Partners (ET) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $9.39B of Energy Transfer Partners stock for Q2 2017, down 5.4% quarter-over-quarter.
  • 35 funds opened new Energy Transfer Partners positions in Q2 2017 and 34 closed out, a net change of +1 holder.
  • The largest Energy Transfer Partners buyer in Q2 2017 was Bank of America, an estimated $169M added.
  • The largest Energy Transfer Partners seller in Q2 2017 was Citigroup, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2017.