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Energy Transfer Partners

737 hedge funds and large institutions have $18.1B invested in Energy Transfer Partners in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 245 increasing their positions, 216 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $221M | Put options by funds: $146M

27% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 70

13% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 216

2% more funds holding

Funds holding: 725737 (+12)

1.99% less ownership

Funds ownership: 55.47%53.48% (-2%)

12% less capital invested

Capital invested by funds: $20.5B → $18.1B (-$2.37B)

17% less funds holding in top 10

Funds holding in top 10: 5949 (-10)

Holders
737
Holders Change
+12
Holders Change %
+1.66%
% of All Funds
16.16%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
1.07%
New
89
Increased
245
Reduced
216
Closed
70
Calls
$221M
Puts
$146M
Net Calls
+$75.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
701
Global Retirement Partners
California
$8K -$20.5K -1,471 -72%
JFA
702
JNBA Financial Advisors
Minnesota
$8K -$2.68K -192 -23%
GCM
703
Gables Capital Management
Florida
$8K
WWM
704
Willingdon Wealth Management
North Carolina
$8K
SWM
705
Selective Wealth Management
Virginia
$8K +$8.92K +640 New
SWA
706
Sutton Wealth Advisors
Florida
$7.83K
TCM
707
Tradewinds Capital Management
Washington
$7K -$1.23K -88 -15%
CCM
708
Covington Capital Management
California
$7K
WAP
709
Wealthcare Advisory Partners
Pennsylvania
$7K
WB
710
Webster Bank
Connecticut
$7K
WCM
711
Whitener Capital Management
North Carolina
$7K +$1.13K +81 +17%
GI
712
Gradient Investments
Minnesota
$6K
HR
713
Howe & Rusling
New York
$6K
PCM
714
Princeton Capital Management
New Jersey
$6K
TSW
715
Thompson Siegel & Walmsley
Virginia
$6K
TC
716
Trust Company
Kansas
$6K +$6.69K +480 New
FMTCOCP
717
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
PSC
718
Piper Sandler & Co
Minnesota
$5K +$4.92K +353 New
KFS
719
Kelly Financial Services
Massachusetts
$3.08K +$70 +5 +2%
FGAM
720
Financial Gravity Asset Management
Texas
$3K -$2.13K -153 -38%
AFIA
721
America First Investment Advisors
Nebraska
$3K
CFN
722
Cordasco Financial Network
Florida
$3K
LFG
723
LifePlan Financial Group
Ohio
$3K
LWA
724
Lowe Wealth Advisors
Maryland
$3K
NC
725
NewSquare Capital
Pennsylvania
$3K

ET Hedge Fund Activity: Q3 2019 in Review

737 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2019, worth a combined $18.1B — down 12% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ET positions and 70 closed out — a net gain of 19 holders — while 245 added to existing stakes and 216 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $207M. The largest seller was Brookfield Corp, exiting entirely with an estimated $426M sold.

  • 737 institutional investors held Energy Transfer Partners (ET) as of Q3 2019, up from 725 in Q2 2019.
  • Funds reported $18.1B of Energy Transfer Partners stock for Q3 2019, down 12% quarter-over-quarter.
  • 89 funds opened new Energy Transfer Partners positions in Q3 2019 and 70 closed out, a net change of +19 holders.
  • The largest Energy Transfer Partners buyer in Q3 2019 was Tortoise Capital Advisors, an estimated $207M added.
  • The largest Energy Transfer Partners seller in Q3 2019 was Brookfield Corp, an estimated $426M sold.

Based on aggregated 13F filings for Q3 2019.