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Energy Transfer Partners

753 hedge funds and large institutions have $6.34B invested in Energy Transfer Partners in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 202 increasing their positions, 276 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $197M | Put options by funds: $106M

41% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 88

18% more capital invested

Capital invested by funds: $5.36B → $6.34B (+$980M)

3% more funds holding

Funds holding: 729753 (+24)

1.47% more ownership

Funds ownership: 36.48%37.95% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

27% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 276

Holders
753
Holders Change
+24
Holders Change %
+3.29%
% of All Funds
13.33%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.48%
New
124
Increased
202
Reduced
276
Closed
88
Calls
$197M
Puts
$106M
Net Calls
+$90.9M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
576
Covenant Asset Management
New Jersey
$74K +$72.4K +11,962 New
CST
577
Charles Schwab Trust
Nevada
$73K
AFA
578
American Financial Advisors
Georgia
$73K +$4.09K +676 +6%
SAM
579
Smithbridge Asset Management
Pennsylvania
$72K -$339K -55,970 -83%
VNA
580
Valley National Advisers
Pennsylvania
$72K +$115 +19 +0.2%
TF
581
TRH Financial
Iowa
$72K +$1.89K +313 +3%
RFM
582
Royal Fund Management
Florida
$71K
DGI
583
Disciplined Growth Investors
Minnesota
$71K +$69.3K +11,452 New
MAA
584
Matrix Asset Advisors
New York
$71K +$69.8K +11,544 New
SVWAG
585
Sound View Wealth Advisors Group
Georgia
$70K -$5.87K -971 -8%
CFIA
586
Cantor Fitzgerald Investment Advisors
New York
$70K +$69K +11,400 New
VFA
587
Voya Financial Advisors
Connecticut
$69K -$26.1K -4,321 -28%
WT
588
Washington Trust
Rhode Island
$69K +$18.1K +3,000 +37%
WSFS
589
Wilmington Savings Fund Society
Delaware
$68K
Acadian Asset Management
590
Acadian Asset Management
Massachusetts
$68K +$64.7K +10,688 +3,516%
CF
591
Centaurus Financial
California
$68K +$66.3K +10,953 New
MS
592
Madden Securities
Texas
$68K +$66.5K +10,992 New
RIM
593
Reliant Investment Management
Tennessee
$68K +$66.5K +11,000 New
AWA
594
Aaron Wealth Advisors
Illinois
$68K +$67.3K +11,116 New
EVM
595
Eaton Vance Management
Massachusetts
$67K -$68.1K -11,264 -51%
CFA
596
Carroll Financial Associates
North Carolina
$67K -$64.3K -10,636 -49%
DIA
597
Davidson Investment Advisors
Montana
$67K
FFC
598
First Financial Corp
Indiana
$67K
CG
599
Cutler Group
California
$66K -$161K -26,623 -71%
EH
600
Equitable Holdings
New York
$66K -$150K -24,795 -70%

ET Hedge Fund Activity: Q4 2020 in Review

753 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2020, worth a combined $6.34B — up 18% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ET positions and 88 closed out — a net gain of 36 holders — while 202 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Blackstone Inc, cutting an estimated $68.7M.

  • 753 institutional investors held Energy Transfer Partners (ET) as of Q4 2020, up from 729 in Q3 2020.
  • Funds reported $6.34B of Energy Transfer Partners stock for Q4 2020, up 18% quarter-over-quarter.
  • 124 funds opened new Energy Transfer Partners positions in Q4 2020 and 88 closed out, a net change of +36 holders.
  • The largest Energy Transfer Partners buyer in Q4 2020 was JP Morgan Chase, an estimated $110M added.
  • The largest Energy Transfer Partners seller in Q4 2020 was Blackstone Inc, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2020.