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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
WB
426
WesBanco Bank
West Virginia
$322K +$4.04K +290 +1%
HW
427
Hancock Whitney
Mississippi
$317K
S
428
SignatureFD
Georgia
$317K +$9.41K +675 +3%
PAS
429
Partnervest Advisory Services
California
$315K -$126K -9,029 -27%
CFA
430
Carroll Financial Associates
North Carolina
$314K +$92.3K +6,621 +38%
TSS
431
Two Sigma Securities
New York
$313K -$21.8K -1,563 -6%
ONST
432
Old North State Trust
North Carolina
$309K -$80.3K -5,760 -20%
OIA
433
OneDigital Investment Advisors
Kansas
$309K +$281K +20,190 +594%
FNBOO
434
First National Bank of Omaha
Nebraska
$308K +$20.1K +1,440 +7%
FNBT
435
FineMark National Bank & Trust
Florida
$300K +$319K +22,904 New
SS
436
Simplicity Solutions
Minnesota
$296K -$9.01K -646 -3%
American Century Companies
437
American Century Companies
Missouri
$296K +$47.5K +3,410 +18%
LWCFA
438
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$293K +$167K +12,000 +115%
MIAN
439
Mariner Independent Advisor Network
Kansas
$292K +$9.01K +646 +3%
FWM
440
Frontier Wealth Management
Missouri
$291K +$42.9K +3,076 +16%
CAMG
441
CWA Asset Management Group
Florida
$288K -$1.14M -81,466 -79%
MTIM
442
Marathon Trading Investment Management
Pennsylvania
$285K -$113K -8,135 -27%
BCM
443
BTR Capital Management
California
$285K +$3.43K +246 +1%
WIC
444
Water Island Capital
New York
$285K +$304K +21,800 New
MIC
445
Meridian Investment Counsel
California
$282K
BFM
446
Boston Financial Management
Massachusetts
$279K -$62.7K -4,494 -17%
BC
447
Burney Company
Virginia
$275K -$1.83K -131 -0.6%
MCA
448
Morris Capital Advisors
Pennsylvania
$273K
PMG
449
ProVise Management Group
Florida
$273K
WSFS
450
Wilmington Savings Fund Society
Delaware
$271K

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.