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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
RCA
651
Ranch Capital Advisors
Florida
$31K +$11.8K +1,104 +19%
GSC
652
G&S Capital
Colorado
$29K
Public Employees Retirement Association of Colorado
653
Public Employees Retirement Association of Colorado
Colorado
$29K
FANJ
654
Financial Architects (New Jersey)
New Jersey
$29K +$13.5K +1,265 +25%
MRCM
655
M&R Capital Management
New Jersey
$28K -$4.09K -384 -6%
ETI
656
Enterprise Trust & Investment
California
$28K
BC
657
Bartlett & Co
Ohio
$28K +$64.4K +6,048 New
CFG
658
Citizens Financial Group
Rhode Island
$28K +$64.8K +6,079 New
BCWM
659
Bartlett & Co Wealth Management
Ohio
$27.8K +$75 +7 +0.1%
FHA
660
Flagship Harbor Advisors
Massachusetts
$26K -$118K -11,098 -66%
OIA
661
Optimum Investment Advisors
Illinois
$25K -$13.8K -1,297 -19%
AWM
662
Avondale Wealth Management
Texas
$25K
EIM
663
Essex Investment Management
Massachusetts
$25K
GTAM
664
Global Trust Asset Management
Florida
$24K
TFS
665
TrustCore Financial Services
Tennessee
$24K +$45.4K +4,260 +457%
CBT
666
Capital Bank & Trust
California
$23K
TWP
667
TFO Wealth Partners
Ohio
$22K -$51.5K -4,836 -50%
EWM
668
EPG Wealth Management
Georgia
$21K -$11.5K -1,075 -19%
QCG
669
Quadrant Capital Group
Ohio
$21K -$5.45K -511 -10%
1IA
670
1834 Investment Advisors
Wisconsin
$20K -$221K -20,700 -83%
SIS
671
Sound Income Strategies
Florida
$20K +$39.3K +3,684 +491%
HWA
672
Heritage Wealth Advisors
Virginia
$19.4K -$927K -86,958 -95%
LC
673
Lindbrook Capital
California
$19K -$5.11K -480 -10%
CHC
674
City Holding Co
West Virginia
$19K
PMFA
675
Plante Moran Financial Advisors
Michigan
$19K +$32.2K +3,023 +264%

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.