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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
PA
626
Probity Advisors
Texas
$48K -$11.7K -1,101 -10%
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K
FNBT
628
FineMark National Bank & Trust
Florida
$48K +$3.2K +300 +3%
PL
629
Parkwood LLC
Ohio
$48K +$111K +10,371 New
TSWM
630
Triangle Securities Wealth Management
North Carolina
$47K -$40.1K -3,768 -27%
IFWM
631
Institute for Wealth Management
Colorado
$47K -$4.51K -423 -4%
CCM
632
Colorado Capital Management
Colorado
$47K
WI
633
Wintrust Investments
Illinois
$47K +$109K +10,185 New
BSA
634
Bull Street Advisors
Georgia
$46K
CFO
635
CVA Family Office
Colorado
$46K +$107K +10,000 New
GI
636
Gradient Investments
Minnesota
$45K +$98.9K +9,286 +2,023%
SCA
637
Stonebridge Capital Advisors
Minnesota
$44K
BWM
638
Baystate Wealth Management
Massachusetts
$43K
EW
639
Evoke Wealth
California
$42.9K -$243K -22,849 -71%
KMWM
640
Keudell/Morrison Wealth Management
Oregon
$41K +$116K +10,869 New
RWA
641
Ropes Wealth Advisors
Massachusetts
$40K +$35.4K +3,325 +63%
CHA
642
Carmichael Hill & Associates
Maryland
$39K +$3.2K +300 +4%
AWM
643
AllSquare Wealth Management
New York
$37K
VCP
644
Verus Capital Partners
Arizona
$36K +$1.48K +139 +2%
WT
645
Washington Trust
Rhode Island
$36K +$81.8K +7,675 New
GEA
646
Glen Eagle Advisors
New Jersey
$35.6K +$12.8K +1,200 +18%
PA
647
Parallel Advisors
California
$35K +$58.6K +5,503 +239%
PFGIA
648
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$32 +3 +0%
EIP
649
Ellis Investment Partners
Pennsylvania
$33K +$1.92K +180 +3%
AIC
650
Ameritas Investment Company
Nebraska
$31K -$44.9K -4,212 -38%

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.