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Energy Transfer Partners

809 hedge funds and large institutions have $9.66B invested in Energy Transfer Partners in 2021 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 316 increasing their positions, 207 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 73

53% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 207

5% more funds holding

Funds holding: 767809 (+42)

6% more call options, than puts

Call options by funds: $255M | Put options by funds: $240M

0.29% more ownership

Funds ownership: 37.74%38.03% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

1% less capital invested

Capital invested by funds: $9.79B → $9.66B (-$131M)

Holders
809
Holders Change
+42
Holders Change %
+5.48%
% of All Funds
12.45%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
127
Increased
316
Reduced
207
Closed
73
Calls
$255M
Puts
$240M
Net Calls
+$15.1M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
676
Cohanzick Management
New York
$82.3K
CFA
677
Capstone Financial Advisors
Illinois
$82K
BAM
678
Baldrige Asset Management
Pennsylvania
$79K
CWS
679
Confluence Wealth Services
Pennsylvania
$79K +$88.3K +9,712 New
BWA
680
BDO Wealth Advisors
Florida
$78K
AWA
681
Amplius Wealth Advisors
Pennsylvania
$77K +$85K +9,359 New
HCP
682
Hexagon Capital Partners
Arkansas
$74K +$936 +103 +1%
HCM
683
Highlander Capital Management
New Jersey
$71K +$69.5K +7,650 +746%
QCG
684
Quadrant Capital Group
Ohio
$70K +$18.8K +2,068 +32%
PG
685
Proffitt & Goodson
Tennessee
$67K +$2.02K +222 +3%
AWM
686
AllSquare Wealth Management
New York
$66K
SIS
687
Sound Income Strategies
Florida
$61K
EBA
688
Eagle Bay Advisors
New York
$60K -$19.1K -2,100 -22%
WWMSC
689
Wagner Wealth Management (South Carolina)
South Carolina
$60K +$29.7K +3,272 +81%
BA
690
Bellwether Advisors
Nebraska
$59K -$1.44M -158,755 -96%
Koshinski Asset Management
691
Koshinski Asset Management
Illinois
$57.4K -$46.1K -5,071 -42%
EWA
692
EverSource Wealth Advisors
Alabama
$56K +$62.3K +6,852 New
EW
693
Evoke Wealth
California
$54K
CWP
694
Concord Wealth Partners
Virginia
$54K +$8.19K +901 +16%
ZIG
695
Zullo Investment Group
Pennsylvania
$54K +$59.2K +6,514 New
PFA
696
Professional Financial Advisors
Nebraska
$53K +$12.1K +1,332 +26%
RIM
697
Rockbridge Investment Management
New York
$52K +$154 +17 +0.3%
SAM
698
Strategic Asset Management
Minnesota
$51K +$2.73K +300 +5%
SIAP
699
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K -$23.6K -2,600 -31%
SC
700
SouthState Corp
Florida
$47K

ET Hedge Fund Activity: Q4 2021 in Review

809 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2021, worth a combined $9.66B — down 1.3% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new ET positions and 73 closed out — a net gain of 54 holders — while 316 added to existing stakes and 207 trimmed.

The largest buyer was Barclays, adding an estimated $218M. The largest seller was JP Morgan Chase, cutting an estimated $86.3M.

  • 809 institutional investors held Energy Transfer Partners (ET) as of Q4 2021, up from 767 in Q3 2021.
  • Funds reported $9.66B of Energy Transfer Partners stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 127 funds opened new Energy Transfer Partners positions in Q4 2021 and 73 closed out, a net change of +54 holders.
  • The largest Energy Transfer Partners buyer in Q4 2021 was Barclays, an estimated $218M added.
  • The largest Energy Transfer Partners seller in Q4 2021 was JP Morgan Chase, an estimated $86.3M sold.

Based on aggregated 13F filings for Q4 2021.