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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
LDFR
576
Lehman & Derafelo Financial Resources
Pennsylvania
$148K +$157K +11,278 New
ACP
577
Arcus Capital Partners
Georgia
$148K +$158K +11,321 New
TPW
578
Tiller Private Wealth
Pennsylvania
$147K +$8.2K +588 +6%
MA
579
Montag & Associates
Georgia
$146K
SCA
580
STALEY CAPITAL ADVISERS
Pennsylvania
$146K +$155K +11,148 New
MMA
581
Miracle Mile Advisors
California
$146K +$155K +11,152 New
FFG
582
Fortem Financial Group
California
$145K
PHIMC
583
Private Harbour Investment Management & Counsel
Ohio
$145K
BRWM
584
B. Riley Wealth Management
Tennessee
$144K +$154K +11,056 New
CS
585
Comerica Securities
Michigan
$143K
KAM
586
Kazazian Asset Management
Florida
$143K
TCOV
587
Trust Company of Vermont
Vermont
$142K -$157K -11,250 -51%
FAIM
588
Financial Advocates Investment Management
Washington
$141K -$8.03K -576 -5%
AFP
589
Ausdal Financial Partners
Iowa
$140K +$149K +10,667 New
HCM
590
Hudson Capital Management
New Jersey
$140K
FI
591
FormulaFolio Investments
Michigan
$139K -$19.6K -1,407 -12%
CIAS
592
Capital Investment Advisory Services
North Carolina
$139K -$4.8K -344 -3%
CAM
593
Covenant Asset Management
New Jersey
$139K
MCM
594
Murphy Capital Management
New Jersey
$138K -$11.2K -800 -7%
BWL
595
Bogart Wealth LLC
Virginia
$138K
WAAG
596
Wealth Alliance Advisory Group
Kansas
$138K
CA
597
Clearstead Advisors
Ohio
$138K +$146K +10,495 New
SFG
598
SNS Financial Group
Minnesota
$137K +$146K +10,500 New
BW
599
Bison Wealth
Georgia
$136K -$16.8K -1,208 -10%
KWM
600
Kingsview Wealth Management
Oregon
$136K -$11.7K -840 -7%

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.