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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
WB
551
WesBanco Bank
West Virginia
$99K +$93.8K +12,840 New
EWM
552
Evercore Wealth Management
New York
$99K +$93.8K +12,852 New
Luther King Capital Management (LKCM)
553
Luther King Capital Management (LKCM)
Texas
$98K -$90K -12,320 -49%
MCM
554
McMillion Capital Management
North Carolina
$98K -$1.05K -144 -1%
BG
555
Bahl & Gaynor
Ohio
$98K
GIM
556
Grassi Investment Management
California
$98K
CIAS
557
Capital Investment Advisory Services
North Carolina
$98K +$329 +45 +0.4%
OGC
558
Oak Grove Capital
New Hampshire
$98K +$5.81K +796 +7%
WT
559
Washington Trust
Rhode Island
$97K +$11K +1,500 +14%
FM
560
Family Management
New York
$96K
SVWAG
561
Sound View Wealth Advisors Group
Georgia
$95K +$7.3K +1,000 +9%
BB
562
Busey Bank
Illinois
$94K -$3.91K -536 -4%
GW
563
GW & Wade
Massachusetts
$94K -$905 -124 -1%
TWM
564
Tradition Wealth Management
Minnesota
$94K +$56.9K +7,790 +174%
CST
565
Charles Schwab Trust
Nevada
$93K
LJHT
566
Laurie J. Hall Trustee
$92K
SC
567
Searle & Co
Connecticut
$92K
WFM
568
Wolff Financial Management
Michigan
$92K
BWL
569
Bogart Wealth LLC
Virginia
$92K +$22K +3,019 +34%
BAM
570
Brave Asset Management
New Jersey
$92K +$87.6K +12,000 New
NDSI
571
Newman Dignan & Sheerar Inc
Rhode Island
$92K +$87.6K +12,000 New
BCM
572
Brookstone Capital Management
Illinois
$91K -$22.2K -3,040 -20%
AFA
573
American Financial Advisors
Georgia
$91K +$1.13K +155 +1%
TF
574
TRH Financial
Iowa
$91K +$1.88K +258 +2%
Fisher Asset Management
575
Fisher Asset Management
Washington
$91K +$86.1K +11,793 New

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.