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Energy Transfer Partners

737 hedge funds and large institutions have $18.1B invested in Energy Transfer Partners in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 245 increasing their positions, 216 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $221M | Put options by funds: $146M

27% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 70

13% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 216

2% more funds holding

Funds holding: 725737 (+12)

1.99% less ownership

Funds ownership: 55.47%53.48% (-2%)

12% less capital invested

Capital invested by funds: $20.5B → $18.1B (-$2.37B)

17% less funds holding in top 10

Funds holding in top 10: 5949 (-10)

Holders
737
Holders Change
+12
Holders Change %
+1.66%
% of All Funds
16.16%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
1.07%
New
89
Increased
245
Reduced
216
Closed
70
Calls
$221M
Puts
$146M
Net Calls
+$75.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$510K +$101K +7,250 +23%
WA
352
WealthTrust Axiom
Pennsylvania
$507K -$128K -9,204 -19%
KCPG
353
Kavar Capital Partners Group
Kansas
$505K
ACP
354
Aveo Capital Partners
Colorado
$503K +$45K +3,225 +9%
Simplex Trading
355
Simplex Trading
Illinois
$501K -$2.32M -166,737 -81%
SPC
356
Sigma Planning Corp
Michigan
$499K +$21.2K +1,524 +4%
NRS
357
Neville Rodie & Shaw
New York
$497K -$80.3K -5,760 -13%
EIA
358
Edgemoor Investment Advisors
Maryland
$493K
NIM
359
NuWave Investment Management
New Jersey
$489K +$419K +30,075 +378%
SBH
360
Segall Bryant & Hamill
Illinois
$487K -$65K -4,660 -11%
PFSC
361
Peoples Financial Services Corp
Pennsylvania
$486K -$60.2K -4,320 -10%
DAS
362
Dynamic Advisor Solutions
Arizona
$486K -$11.8K -845 -2%
HCM
363
Hilton Capital Management
New York
$484K
SB
364
Suntrust Banks
Georgia
$483K +$77.3K +5,542 +18%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$481K
AAS
366
Avantax Advisory Services
Texas
$479K +$53.8K +3,859 +12%
CAN
367
Cetera Advisor Networks
California
$472K +$63.4K +4,544 +14%
CL
368
CSS LLC
Illinois
$468K -$110K -7,900 -18%
CG
369
Cutler Group
California
$460K -$378K -27,112 -44%
CSIC
370
Clifford Swan Investment Counsel
California
$460K -$12.9K -926 -3%
MFP
371
Michael F. Price
$460K +$490K +35,168 New
FA
372
FDx Advisors
Illinois
$459K -$146K -10,486 -23%
VV
373
Verity & Verity
South Carolina
$458K -$52.5K -3,765 -9%
KCM
374
Kornitzer Capital Management
Kansas
$458K
SIM
375
Sonora Investment Management
Arizona
$458K +$70.2K +5,034 +17%

ET Hedge Fund Activity: Q3 2019 in Review

737 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2019, worth a combined $18.1B — down 12% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ET positions and 70 closed out — a net gain of 19 holders — while 245 added to existing stakes and 216 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $207M. The largest seller was Brookfield Corp, exiting entirely with an estimated $426M sold.

  • 737 institutional investors held Energy Transfer Partners (ET) as of Q3 2019, up from 725 in Q2 2019.
  • Funds reported $18.1B of Energy Transfer Partners stock for Q3 2019, down 12% quarter-over-quarter.
  • 89 funds opened new Energy Transfer Partners positions in Q3 2019 and 70 closed out, a net change of +19 holders.
  • The largest Energy Transfer Partners buyer in Q3 2019 was Tortoise Capital Advisors, an estimated $207M added.
  • The largest Energy Transfer Partners seller in Q3 2019 was Brookfield Corp, an estimated $426M sold.

Based on aggregated 13F filings for Q3 2019.