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Energy Transfer Partners

734 hedge funds and large institutions have $7.82B invested in Energy Transfer Partners in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $6.34B → $7.82B (+$1.49B)

21% more call options, than puts

Call options by funds: $181M | Put options by funds: $150M

8% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 226

0.31% less ownership

Funds ownership: 37.95%37.65% (-0.31%)

3% less funds holding

Funds holding: 753734 (-19)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

13% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 90

Holders
734
Holders Change
-19
Holders Change %
-2.52%
% of All Funds
12.89%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.42%
New
78
Increased
245
Reduced
226
Closed
90
Calls
$181M
Puts
$150M
Net Calls
+$31.2M
Net Calls Change
-$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
ARS Wealth Advisors
Florida
$287K +$24.6K +3,375 +10%
HPC
377
HM Payson & Co
Maine
$284K +$146K +20,062 +119%
IC
378
IEQ Capital
California
$284K +$271K +37,047 New
LA
379
Legacy Advisors
Pennsylvania
$283K
PFSC
380
Peoples Financial Services Corp
Pennsylvania
$283K
NRS
381
Neville Rodie & Shaw
New York
$282K
APW
382
Aurora Private Wealth
New Jersey
$281K +$2.96K +405 +1%
SIM
383
Sonora Investment Management
Arizona
$280K +$29.2K +4,003 +12%
WT
384
Whittier Trust
California
$277K -$4.72K -646 -2%
VV
385
Verity & Verity
South Carolina
$277K -$1.39K -190 -0.7%
SG
386
StoneX Group
New York
$277K +$5.2K +712 +2%
MAFM
387
Mid Atlantic Financial Management
Pennsylvania
$275K +$5.97K +817 +2%
EC
388
EJF Capital
Virginia
$269K +$256K +35,000 New
RFC
389
Regions Financial Corp
Alabama
$265K -$59.9K -8,210 -19%
Lido Advisors
390
Lido Advisors
California
$265K +$16.9K +2,318 +7%
MFW
391
Mosaic Family Wealth
Missouri
$264K -$36.8K -5,038 -13%
ICG
392
InterOcean Capital Group
Tennessee
$264K
NGA
393
Naples Global Advisors
Florida
$264K
NIM
394
NuWave Investment Management
New Jersey
$261K -$73.9K -10,117 -23%
MSFS
395
Main Street Financial Solutions
Pennsylvania
$256K +$243K +33,269 New
DAS
396
Dynamic Advisor Solutions
Arizona
$255K -$140K -19,210 -37%
HCM
397
Hilton Capital Management
New York
$255K
KM
398
Kalos Management
Georgia
$255K +$185K +25,315 New
LFA
399
Legacy Financial Advisors
Kentucky
$246K +$234K +32,000 New
GLA
400
Good Life Advisors
Pennsylvania
$245K +$51.7K +7,085 +29%

ET Hedge Fund Activity: Q1 2021 in Review

734 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2021, worth a combined $7.82B — up 24% from $6.34B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of ET and 78 opened new positions — a net loss of 12 holders — while 226 trimmed existing stakes and 245 added.

The largest buyer was Deutsche Bank, adding an estimated $86.8M. The largest seller was JP Morgan Chase, cutting an estimated $108M.

  • 734 institutional investors held Energy Transfer Partners (ET) as of Q1 2021, down from 753 in Q4 2020.
  • Funds reported $7.82B of Energy Transfer Partners stock for Q1 2021, up 24% quarter-over-quarter.
  • 78 funds opened new Energy Transfer Partners positions in Q1 2021 and 90 closed out, a net change of -12 holders.
  • The largest Energy Transfer Partners buyer in Q1 2021 was Deutsche Bank, an estimated $86.8M added.
  • The largest Energy Transfer Partners seller in Q1 2021 was JP Morgan Chase, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2021.