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Energy Transfer Partners

748 hedge funds and large institutions have $10.8B invested in Energy Transfer Partners in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 254 increasing their positions, 227 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more funds holding in top 10

Funds holding in top 10: 2437 (+13)

52% more call options, than puts

Call options by funds: $316M | Put options by funds: $208M

38% more capital invested

Capital invested by funds: $7.82B → $10.8B (+$2.95B)

29% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 59

12% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 227

2% more funds holding

Funds holding: 734748 (+14)

0.02% less ownership

Funds ownership: 37.65%37.63% (-0.02%)

Holders
748
Holders Change
+14
Holders Change %
+1.91%
% of All Funds
13.02%
Holding in Top 10
37
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+54.17%
% of All Funds
0.64%
New
76
Increased
254
Reduced
227
Closed
59
Calls
$316M
Puts
$208M
Net Calls
+$108M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
651
Concord Wealth Partners
Virginia
$60K
AWA
652
Arkadios Wealth Advisors
Georgia
$60K +$6.71K +700 +14%
AA
653
Ancora Advisors
Ohio
$59K
AWM
654
Avondale Wealth Management
Texas
$58K
Carson Wealth (CWM LLC)
655
Carson Wealth (CWM LLC)
Nebraska
$58K
HWA
656
Heritage Wealth Advisors
Virginia
$56.2K +$153 +16 +0.3%
OC
657
Oakworth Capital
Alabama
$54K
PFA
658
Professional Financial Advisors
Nebraska
$54K
ETI
659
Enterprise Trust & Investment
California
$53K -$9.58K -1,000 -17%
BA
660
Bellwether Advisors
Nebraska
$51K
CHA
661
Carmichael Hill & Associates
Maryland
$51K
EBA
662
Eagle Bay Advisors
New York
$48K +$43.1K +4,500 New
ECM
663
Estabrook Capital Management
New York
$47.3K
EIM
664
Essex Investment Management
Massachusetts
$47K
PMFA
665
Plante Moran Financial Advisors
Michigan
$44K
CFD
666
Creative Financial Designs
Indiana
$43K
BCWM
667
Bartlett & Co Wealth Management
Ohio
$41.4K +$57 +6 +0.2%
BC
668
Bartlett & Co
Ohio
$41K +$57 +6 +0.2%
IWP
669
IAG Wealth Partners
Wisconsin
$39K +$5.23K +546 +18%
GRP
670
Global Retirement Partners
California
$38K -$4.02K -420 -11%
FMP
671
Financial Management Professionals
Texas
$38K
NSIM
672
North Star Investment Management
Illinois
$35K +$9.1K +950 +40%
IUHSA
673
Itau Unibanco Holding S.A.
Brazil
$35K +$31.5K +3,291 New
RG
674
Retirement Group
California
$33K +$1.92K +200 +7%
FHC
675
First Horizon Corporation
Tennessee
$33K +$6.21K +648 +26%

ET Hedge Fund Activity: Q2 2021 in Review

748 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2021, worth a combined $10.8B — up 38% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ET positions and 59 closed out — a net gain of 17 holders — while 254 added to existing stakes and 227 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $205M. The largest seller was Natixis, cutting an estimated $136M.

  • 748 institutional investors held Energy Transfer Partners (ET) as of Q2 2021, up from 734 in Q1 2021.
  • Funds reported $10.8B of Energy Transfer Partners stock for Q2 2021, up 38% quarter-over-quarter.
  • 76 funds opened new Energy Transfer Partners positions in Q2 2021 and 59 closed out, a net change of +17 holders.
  • The largest Energy Transfer Partners buyer in Q2 2021 was Blackstone Inc, an estimated $205M added.
  • The largest Energy Transfer Partners seller in Q2 2021 was Natixis, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2021.