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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
BC
626
Bartlett & Co
Ohio
$42K +$3.74K +618 +10%
CHC
627
City Holding Co
West Virginia
$42K +$22.4K +3,700 +121%
BCWM
628
Bartlett & Co Wealth Management
Ohio
$41.3K +$3.74K +618 +10%
EW
629
Evoke Wealth
California
$41K
HS
630
Horan Securities
United States
$40K +$1.06K +176 +3%
AFG
631
Albion Financial Group
Utah
$40K +$39.4K +6,515 New
BCA
632
Berman Capital Advisors
Georgia
$39K -$17.5K -2,900 -31%
AW
633
Avion Wealth
Texas
$39K -$8.38K -1,386 -18%
NSIM
634
North Star Investment Management
Illinois
$37K -$674K -111,433 -95%
JG
635
Jefferies Group
New York
$36.4K +$35.6K +5,891 New
AA
636
Ancora Advisors
Ohio
$36K -$38.1K -6,300 -51%
SIAP
637
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K
PS
638
Planned Solutions
California
$36K +$17.7K +2,920 +100%
PFA
639
Professional Financial Advisors
Nebraska
$35K +$85 +14 +0.2%
CWP
640
Concord Wealth Partners
Virginia
$35K +$34.1K +5,632 New
AWM
641
Avondale Wealth Management
Texas
$33K
QCG
642
Quadrant Capital Group
Ohio
$32K -$3.89K -643 -11%
HWA
643
Heritage Wealth Advisors
Virginia
$32K +$169 +28 +0.5%
OC
644
Oakworth Capital
Alabama
$32K +$26.7K +4,416 +608%
EIM
645
Essex Investment Management
Massachusetts
$31K -$6.56K -1,084 -18%
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$12K -1,976 -29%
CHA
647
Carmichael Hill & Associates
Maryland
$30K
BA
648
Bellwether Advisors
Nebraska
$30K +$29.6K +4,886 New
TWM
649
Tradition Wealth Management
Minnesota
$28K +$27.1K +4,477 New
PWM
650
Perigon Wealth Management
California
$28K +$27.6K +4,564 New

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.