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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
CAI
601
Capital Advisors Inc
Oklahoma
$55K +$128K +11,977 New
GG
602
Gofen & Glossberg
Illinois
$54K -$66.1K -6,200 -34%
Man Group
603
Man Group
United Kingdom
$54K
Charles Schwab
604
Charles Schwab
California
$54K +$124K +11,675 New
SVWAG
605
Sound View Wealth Advisors Group
Georgia
$53K -$26.9K -2,524 -18%
FWCM
606
First Western Capital Management
California
$53K
CFGS
607
Concourse Financial Group Securities
Alabama
$53K +$12.6K +1,185 +11%
KWM
608
Kingsview Wealth Management
Oregon
$53K +$122K +11,430 New
SMC
609
Smith, Moore & Co
Missouri
$52K -$1.04K -98 -0.9%
ACP
610
Arcus Capital Partners
Georgia
$52K
YIA
611
YHB Investment Advisors
Connecticut
$52K +$120K +11,298 New
CBA
612
Coastal Bridge Advisors
Connecticut
$52K +$121K +11,384 New
LWM
613
Loveless Wealth Management
Montana
$51K -$23.4K -2,200 -17%
SIAP
614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$51K -$13.8K -1,295 -10%
BWL
615
Bogart Wealth LLC
Virginia
$51K
LDFR
616
Lehman & Derafelo Financial Resources
Pennsylvania
$51K
FFC
617
First Financial Corp
Indiana
$50K
TCOV
618
Trust Company of Vermont
Vermont
$50K
SGAM
619
Stephens Group Asset Management
Arkansas
$50K +$116K +10,897 New
SMFS
620
Squar Milner Financial Services
California
$49K -$86.9K -8,152 -43%
CF
621
Centaurus Financial
California
$49K -$735 -69 -0.6%
RAM
622
Riggs Asset Management
Pennsylvania
$49K
AW
623
Avion Wealth
Texas
$49K +$3.24K +304 +3%
WCM
624
Whitener Capital Management
North Carolina
$49K +$115K +10,790 New
ZCA
625
Zeke Capital Advisors
Pennsylvania
$48K -$16.1K -1,509 -13%

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.