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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
FM
576
Family Management
New York
$62K -$803K -75,403 -85%
WFM
577
Wolff Financial Management
Michigan
$62K +$144K +13,500 New
BJL
578
Brighton Jones LLC
Washington
$61K +$18.7K +1,752 +15%
CAM
579
Covenant Asset Management
New Jersey
$61K +$24.6K +2,304 +21%
MGIA
580
Moneta Group Investment Advisors
Missouri
$61K +$141K +13,261 New
FBT
581
First Bankers Trust
Kentucky
$60K -$4.09K -384 -3%
FWP
582
FAS Wealth Partners
Kansas
$60K +$139K +13,014 New
SC
583
Searle & Co
Connecticut
$59K -$65.6K -6,160 -32%
WAAG
584
Wealth Alliance Advisory Group
Kansas
$59K -$27.7K -2,600 -17%
VCAM
585
Van Cleef Asset Management
Ohio
$59K
FAIM
586
Financial Advocates Investment Management
Washington
$59K +$394 +37 +0.3%
AWS
587
AJ Wealth Strategies
New York
$59K +$458 +43 +0.3%
MCM
588
McMillion Capital Management
North Carolina
$59K +$54.4K +5,108 +66%
OFG
589
Oxford Financial Group
Indiana
$59K +$138K +12,917 New
BCM
590
Bourgeon Capital Management
Connecticut
$58K
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$58K
AF
592
Aldebaran Financial
$58K +$133K +12,500 New
CCT
593
Country Club Trust
Missouri
$57K
BFIM
594
Beese Fulmer Investment Management
Ohio
$57K +$2.46K +231 +2%
VWA
595
Visionary Wealth Advisors
Illinois
$57K +$133K +12,457 New
TP
596
Tranquility Partners
Tennessee
$56K +$3.02K +283 +2%
RC
597
RegentAtlantic Capital
New Jersey
$56K +$7.84K +736 +6%
HA
598
HYA Advisors
Missouri
$55K -$1.17K -110 -0.9%
BAC
599
Boys Arnold & Co
North Carolina
$55K
CST
600
Charles Schwab Trust
Nevada
$55K

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.