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Energy Transfer Partners

770 hedge funds and large institutions have $5.87B invested in Energy Transfer Partners in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 271 increasing their positions, 252 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $168M | Put options by funds: $72.6M

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 252

3% less funds holding

Funds holding: 795770 (-25)

5.73% less ownership

Funds ownership: 52.62%46.89% (-5.7%)

13% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 117

44% less funds holding in top 10

Funds holding in top 10: 5531 (-24)

68% less capital invested

Capital invested by funds: $18.1B → $5.87B (-$12.3B)

Holders
770
Holders Change
-25
Holders Change %
-3.14%
% of All Funds
16.97%
Holding in Top 10
31
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-43.64%
% of All Funds
0.68%
New
102
Increased
271
Reduced
252
Closed
117
Calls
$168M
Puts
$72.6M
Net Calls
+$95.2M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
526
Van Hulzen Asset Management
California
$79K +$182K +17,111 New
NWS
527
Newport Wealth Strategies
California
$78K +$136K +12,780 New
AWM
528
Alterna Wealth Management
Texas
$78K +$181K +17,025 New
Fayez Sarofim & Co
529
Fayez Sarofim & Co
Texas
$77K -$29.8K -2,800 -14%
OIA
530
OneDigital Investment Advisors
Kansas
$77K -$28.5K -2,674 -14%
BBVA
531
Banco Bilbao Vizcaya Argentaria
Spain
$77K +$180K +16,900 New
HR
532
Hayden Royal
North Carolina
$75.9K
WC
533
Waterloo Capital
Texas
$75K +$174K +16,306 New
CCMW
534
Cypress Capital Management (Wyoming)
Wyoming
$74K -$10.7K -1,000 -6%
CFG
535
Capstone Financial Group
Oklahoma
$74K +$170K +15,982 New
BBA
536
BLB&B Advisors
Pennsylvania
$74K +$171K +16,021 New
AI
537
Accredited Investors
Minnesota
$73K
BG
538
Bahl & Gaynor
Ohio
$72K
CL
539
Choreo LLC
Illinois
$72K +$167K +15,680 New
DA
540
DCF Advisers
Connecticut
$71K -$47.9K -4,500 -23%
ANRIA
541
American National Registered Investment Advisor
Texas
$71K
MNBTD
542
Moody National Bank Trust Division
Texas
$71K
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$70K -$1.71K -160 -1%
IAIM
544
International Assets Investment Management
Florida
$70K +$161K +15,140 New
BCM
545
Birch Capital Management
Texas
$70K +$162K +15,159 New
ECM
546
ETrade Capital Management
Virginia
$70K +$162K +15,184 New
LPWM
547
Lake Point Wealth Management
Texas
$69K
AIM
548
Axiom Investment Management
New York
$69K +$863 +81 +0.5%
JFGLC
549
Johnson Financial Group LLC (Colorado)
Colorado
$69K +$1.01K +95 +0.6%
FPB
550
First PREMIER Bank
South Dakota
$69K +$24.7K +2,320 +18%

ET Hedge Fund Activity: Q1 2020 in Review

770 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2020, worth a combined $5.87B — down 68% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of ET and 102 opened new positions — a net loss of 15 holders — while 252 trimmed existing stakes and 271 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $877M. The largest seller was Tortoise Capital Advisors, cutting an estimated $437M.

  • 770 institutional investors held Energy Transfer Partners (ET) as of Q1 2020, down from 795 in Q4 2019.
  • Funds reported $5.87B of Energy Transfer Partners stock for Q1 2020, down 68% quarter-over-quarter.
  • 102 funds opened new Energy Transfer Partners positions in Q1 2020 and 117 closed out, a net change of -15 holders.
  • The largest Energy Transfer Partners buyer in Q1 2020 was Blackstone Inc, an estimated $877M added.
  • The largest Energy Transfer Partners seller in Q1 2020 was Tortoise Capital Advisors, an estimated $437M sold.

Based on aggregated 13F filings for Q1 2020.