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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
IA
376
IFP Advisors
Florida
$454K +$481K +34,472 New
HFM
377
Hartford Financial Management
Connecticut
$449K
LIM
378
Loudon Investment Management
New Hampshire
$440K
BCA
379
Berman Capital Advisors
Georgia
$439K -$9.09K -652 -2%
WWM
380
Western Wealth Management
Colorado
$439K +$8.44K +605 +2%
C
381
Cerebellum
California
$438K +$144K +10,356 +45%
ACI
382
Alpha Cubed Investments
California
$434K -$22.4K -1,605 -5%
BCM
383
Bluefin Capital Management
New York
$431K +$220K +15,776 +92%
NA
384
NewEdge Advisors
Louisiana
$428K +$93.6K +6,712 +26%
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$421K +$252K +18,080 +128%
JHCP
386
Jackson Hole Capital Partners
Oklahoma
$419K +$53.5K +3,840 +14%
SCA
387
Sippican Capital Advisors
Massachusetts
$413K +$47.8K +3,428 +12%
AWE
388
Avidian Wealth Enterprises
Texas
$411K +$439K +31,457 New
MWP
389
MYCIO Wealth Partners
Pennsylvania
$410K +$2.2K +158 +0.5%
SWA
390
SFMG Wealth Advisors
Texas
$403K +$195 +14 +0%
BIA
391
Biondo Investment Advisors
Pennsylvania
$398K
AC
392
Alexandria Capital
Virginia
$392K -$9.9K -710 -2%
CB
393
Commerce Bank
Missouri
$391K +$38.8K +2,781 +10%
MAFM
394
Mid Atlantic Financial Management
Pennsylvania
$387K -$95.2K -6,826 -19%
CHP
395
Cable Hill Partners
Oregon
$386K -$68.3K -4,900 -14%
WAM
396
Wealthspire Advisors (Maryland)
Maryland
$386K
GVAG
397
Great Valley Advisor Group
Delaware
$386K +$6.08K +436 +1%
CG
398
Colony Group
Massachusetts
$381K -$4.64K -333 -1%
GWAG
399
Garrett Wealth Advisory Group
Texas
$380K +$195 +14 +0%
FG
400
Fiduciary Group
Georgia
$379K -$34K -2,441 -8%

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.