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Energy Transfer Partners

795 hedge funds and large institutions have $18.1B invested in Energy Transfer Partners in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 244 increasing their positions, 249 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $452M | Put options by funds: $196M

90% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 80

12% more funds holding in top 10

Funds holding in top 10: 4955 (+6)

8% more funds holding

Funds holding: 737795 (+58)

0% more capital invested

Capital invested by funds: $18.1B → $18.1B (+$16.4M)

0.86% less ownership

Funds ownership: 53.48%52.62% (-0.86%)

2% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 249

Holders
795
Holders Change
+58
Holders Change %
+7.87%
% of All Funds
15.67%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
1.08%
New
152
Increased
244
Reduced
249
Closed
80
Calls
$452M
Puts
$196M
Net Calls
+$256M
Net Calls Change
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
651
Personal Capital Advisors
California
$129K +$124K +10,026 New
BSA
652
Bull Street Advisors
Georgia
$128K -$49.3K -4,000 -29%
TWP
653
TFO Wealth Partners
Ohio
$125K +$120K +9,761 New
SCA
654
Stonebridge Capital Advisors
Minnesota
$123K +$4.18K +339 +4%
BWM
655
Baystate Wealth Management
Massachusetts
$119K
TC
656
TownSquare Capital
Utah
$113K -$110K -8,944 -51%
CMO
657
Covenant Multifamily Offices
Texas
$106K +$102K +8,289 New
NCM
658
Next Capital Management
New York
$105K
CHA
659
Carmichael Hill & Associates
Maryland
$105K +$101K +8,176 New
AWM
660
AllSquare Wealth Management
New York
$103K
MCM
661
McMillion Capital Management
North Carolina
$100K +$26.6K +2,160 +38%
VCP
662
Verus Capital Partners
Arizona
$99K +$94.6K +7,681 New
ACM
663
Allred Capital Management
Texas
$98.8K +$94.9K +7,704 New
PFGIA
664
Patriot Financial Group Insurance Agency
Massachusetts
$92K -$1.73K -140 -2%
Victory Capital Management
665
Victory Capital Management
Texas
$91K +$87.6K +7,108 New
THWM
666
Taylor Hoffman Wealth Management
Virginia
$90K
HWM
667
Howard Wealth Management
Connecticut
$88K +$85.2K +6,914 New
OIA
668
Optimum Investment Advisors
Illinois
$87K
EIP
669
Ellis Investment Partners
Pennsylvania
$86K +$8.66K +703 +12%
GEA
670
Glen Eagle Advisors
New Jersey
$84K
MRCM
671
M&R Capital Management
New Jersey
$84K +$46.8K +3,800 +136%
AA
672
Argent Advisors
Louisiana
$84K +$79.6K +6,462 New
Public Employees Retirement Association of Colorado
673
Public Employees Retirement Association of Colorado
Colorado
$82K +$78.6K +6,378 New
GSC
674
G&S Capital
Colorado
$81K
Bessemer Group
675
Bessemer Group
New Jersey
$80K -$117K -9,464 -60%

ET Hedge Fund Activity: Q4 2019 in Review

795 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2019, worth a combined $18.1B — up 0.09% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new ET positions and 80 closed out — a net gain of 72 holders — while 244 added to existing stakes and 249 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $86.9M. The largest seller was UBS Group, cutting an estimated $135M.

  • 795 institutional investors held Energy Transfer Partners (ET) as of Q4 2019, up from 737 in Q3 2019.
  • Funds reported $18.1B of Energy Transfer Partners stock for Q4 2019, up 0.09% quarter-over-quarter.
  • 152 funds opened new Energy Transfer Partners positions in Q4 2019 and 80 closed out, a net change of +72 holders.
  • The largest Energy Transfer Partners buyer in Q4 2019 was JP Morgan Chase, an estimated $86.9M added.
  • The largest Energy Transfer Partners seller in Q4 2019 was UBS Group, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2019.