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Energy Transfer Partners

770 hedge funds and large institutions have $7.64B invested in Energy Transfer Partners in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 272 increasing their positions, 237 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $230M | Put options by funds: $117M

30% more capital invested

Capital invested by funds: $5.87B → $7.64B (+$1.77B)

15% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 237

12% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 86

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

0% more funds holding

Funds holding: 770770 (0)

6.96% less ownership

Funds ownership: 46.89%39.93% (-7%)

Holders
770
Holders Change
Holders Change %
0%
% of All Funds
15.79%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.7%
New
96
Increased
272
Reduced
237
Closed
86
Calls
$230M
Puts
$117M
Net Calls
+$113M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
601
Beam Wealth Advisors
Louisiana
$81K +$97.9K +13,206 New
YIA
602
YHB Investment Advisors
Connecticut
$80K
GCA
603
Greenwood Capital Associates
South Carolina
$80K +$83.7K +11,292 New
LDFR
604
Lehman & Derafelo Financial Resources
Pennsylvania
$79K
WSFS
605
Wilmington Savings Fund Society
Delaware
$78K -$71K -9,581 -47%
FFC
606
First Financial Corp
Indiana
$78K
WCM
607
Whitener Capital Management
North Carolina
$78K +$1.48K +200 +2%
DIA
608
Davidson Investment Advisors
Montana
$77K +$80.6K +10,880 New
RAM
609
Riggs Asset Management
Pennsylvania
$76K
AIC
610
Ameritas Investment Company
Nebraska
$76K +$28.9K +3,898 +57%
MGIA
611
Moneta Group Investment Advisors
Missouri
$75K -$20.2K -2,727 -21%
VWA
612
Visionary Wealth Advisors
Illinois
$75K -$14.5K -1,953 -16%
HA
613
HYA Advisors
Missouri
$75K -$10.2K -1,378 -12%
WKWM
614
Walter & Keenan Wealth Management
Indiana
$75K +$78.5K +10,600 New
FNBT
615
FineMark National Bank & Trust
Florida
$74K
ZCA
616
Zeke Capital Advisors
Pennsylvania
$74K
QCG
617
Quadrant Capital Group
Ohio
$74K +$43.8K +5,906 +130%
DIS
618
Diversified Investment Strategies
Louisiana
$74K +$76.8K +10,368 New
EH
619
Equitable Holdings
New York
$74K +$77.5K +10,452 New
22CM
620
20/20 Capital Management
California
$73K -$41.2K -5,562 -33%
CCM
621
Colorado Capital Management
Colorado
$73K
TFS
622
TrustCore Financial Services
Tennessee
$73K +$37.8K +5,100 +98%
IFWM
623
Institute for Wealth Management
Colorado
$72K
TSWM
624
Triangle Securities Wealth Management
North Carolina
$72K
EIP
625
Ellis Investment Partners
Pennsylvania
$72K +$26.6K +3,585 +54%

ET Hedge Fund Activity: Q2 2020 in Review

770 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2020, worth a combined $7.64B — up 30% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new ET positions and 86 closed out — a net gain of 10 holders — while 272 added to existing stakes and 237 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $587M. The largest seller was UBS Group, cutting an estimated $332M.

  • 770 institutional investors held Energy Transfer Partners (ET) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $7.64B of Energy Transfer Partners stock for Q2 2020, up 30% quarter-over-quarter.
  • 96 funds opened new Energy Transfer Partners positions in Q2 2020 and 86 closed out, a net change of +10 holders.
  • The largest Energy Transfer Partners buyer in Q2 2020 was Blackstone Inc, an estimated $587M added.
  • The largest Energy Transfer Partners seller in Q2 2020 was UBS Group, an estimated $332M sold.

Based on aggregated 13F filings for Q2 2020.