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Energy Transfer Partners

753 hedge funds and large institutions have $6.34B invested in Energy Transfer Partners in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 202 increasing their positions, 276 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $197M | Put options by funds: $106M

41% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 88

18% more capital invested

Capital invested by funds: $5.36B → $6.34B (+$980M)

3% more funds holding

Funds holding: 729753 (+24)

1.47% more ownership

Funds ownership: 36.48%37.95% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

27% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 276

Holders
753
Holders Change
+24
Holders Change %
+3.29%
% of All Funds
13.33%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.48%
New
124
Increased
202
Reduced
276
Closed
88
Calls
$197M
Puts
$106M
Net Calls
+$90.9M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
401
Personal CFO Solutions
New Jersey
$199K -$12.9K -2,126 -6%
FG
402
Fiduciary Group
Georgia
$199K +$2.58K +426 +1%
Lido Advisors
403
Lido Advisors
California
$198K +$8.2K +1,356 +4%
AAP
404
Arax Advisory Partners
Colorado
$197K +$133K +21,907 +220%
DA
405
Doliver Advisors
Texas
$196K -$11.5K -1,900 -6%
CSIC
406
Clifford Swan Investment Counsel
California
$196K -$9.87K -1,632 -5%
RFO
407
RiverGlades Family Offices
Florida
$195K
LWMG
408
Levy Wealth Management Group
Pennsylvania
$195K +$191K +31,548 New
CRC
409
Curi RMB Capital
Illinois
$190K -$676K -111,714 -78%
Bessemer Group
410
Bessemer Group
New Jersey
$189K -$2.06K -340 -1%
EIA
411
Edgemoor Investment Advisors
Maryland
$189K
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$188K -$485K -80,189 -73%
HJGA
413
Hardman Johnston Global Advisors
Connecticut
$188K -$27.7K -4,584 -13%
NA
414
NewEdge Advisors
Louisiana
$187K -$43.5K -7,186 -19%
AC
415
Alexandria Capital
Virginia
$185K
CS
416
Comerica Securities
Michigan
$185K
NM
417
Nokota Management
New York
$185K +$181K +30,000 New
SWA
418
SFMG Wealth Advisors
Texas
$184K +$57.7K +9,540 +47%
ACM
419
Advisors Capital Management
New Jersey
$183K -$3.15M -521,392 -95%
LFF
420
Level Four Financial
Texas
$183K +$179K +29,637 New
GWAG
421
Garrett Wealth Advisory Group
Texas
$182K -$5.94K -982 -3%
FPS
422
Fieldpoint Private Securities
Connecticut
$182K
VV
423
Verity & Verity
South Carolina
$180K +$160K +26,412 New
HFM
424
Hartford Financial Management
Connecticut
$179K
VAM
425
Verity Asset Management
North Carolina
$179K +$175K +28,898 New

ET Hedge Fund Activity: Q4 2020 in Review

753 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2020, worth a combined $6.34B — up 18% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ET positions and 88 closed out — a net gain of 36 holders — while 202 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Blackstone Inc, cutting an estimated $68.7M.

  • 753 institutional investors held Energy Transfer Partners (ET) as of Q4 2020, up from 729 in Q3 2020.
  • Funds reported $6.34B of Energy Transfer Partners stock for Q4 2020, up 18% quarter-over-quarter.
  • 124 funds opened new Energy Transfer Partners positions in Q4 2020 and 88 closed out, a net change of +36 holders.
  • The largest Energy Transfer Partners buyer in Q4 2020 was JP Morgan Chase, an estimated $110M added.
  • The largest Energy Transfer Partners seller in Q4 2020 was Blackstone Inc, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2020.