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Energy Transfer Partners
ET

753 hedge funds and large institutions have $6.34B invested in Energy Transfer Partners in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 202 increasing their positions, 276 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $197M | Put options by funds: $106M

41% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 88

18% more capital invested

Capital invested by funds: $5.36B → $6.34B (+$980M)

3% more funds holding

Funds holding: 729 → 753 (+24)

1.47% more ownership

Funds ownership: 36.48% → 37.95% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

27% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 276

Holders
753
Holders Change
+24
Holders Change %
+3.29%
% of All Funds
13.33%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
124
Increased
202
Reduced
276
Closed
88
Calls
$197M
Puts
$106M
Net Calls
+$90.9M
Net Calls Change
+$16.1M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$110M
2
AA
ALPS Advisors
Colorado
+$76.1M
3
Morgan Stanley
Morgan Stanley
New York
+$47.6M
4
Goldman Sachs
Goldman Sachs
New York
+$47.1M
5
Bank of America
Bank of America
North Carolina
+$43.3M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$68.7M
2
TCA
Tortoise Capital Advisors
Kansas
-$63M
3
MCM
Moore Capital Management
New York
-$53.6M
4
BC
Brookfield Corp
Ontario, Canada
-$21.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$20.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
726
Toth Financial Advisory
Virginia
$3K +$42 +7 +1%
CMA
727
Cedar Mountain Advisors
Oregon
$3K +$67 +11 +2%
GLLW
728
Graves Light Lenhart Wealth
Virginia
$3K +$2.79K +462 New
SWP
729
ShoreHaven Wealth Partners
New Jersey
$3K +$3.02K +500 New
AFS
730
Annapolis Financial Services
Maryland
$3K +$3.1K +513 New
MFT
731
Moisand Fitzgerald Tamayo
Florida
$2K -$3.87K -639 -66%
BHWM
732
Bay Harbor Wealth Management
Maryland
$2K – – –
GI
733
Gradient Investments
Minnesota
$2K – – –
LWANC
734
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
MF
735
Manchester Financial
California
$2K – – –
MLFP
736
MPS Loria Financial Planners
Illinois
$2K – – –
RFA
737
Reilly Financial Advisors
California
$2K – – –
JPLA
738
Joseph P. Lucia & Associates
New York
$2K +$1.81K +300 New
FPCG
739
Fort Pitt Capital Group
Pennsylvania
$2K +$1.83K +302 New
JMF
740
Johnson Midwest Financial
Iowa
$2K +$1.91K +315 New
CAAS
741
Capital Asset Advisory Services
Michigan
$2K +$2.03K +335 New
FEG
742
Financial Enhancement Group
Indiana
$2K +$2.31K +382 New
SIM
743
Seaview Investment Managers
Florida
$2K +$2.32K +384 New
ICP
744
Interchange Capital Partners
Pennsylvania
$2K +$2.37K +391 New
AP
745
Atwood & Palmer
Missouri
$1K – – –
CWC
746
Carolinas Wealth Consulting
North Carolina
$1K – – –
EAM
747
Eukles Asset Management
Ohio
$1K – – –
HWA
748
HHM Wealth Advisors
Tennessee
$1K – – –
LWA
749
Lowe Wealth Advisors
Maryland
$1K – – –
NC
750
NewSquare Capital
Pennsylvania
$1K – – –
28 29
30
31 32

ET Hedge Fund Activity: Q4 2020 in Review

753 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2020, worth a combined $6.34B — up 18% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ET positions and 88 closed out — a net gain of 36 holders — while 202 added to existing stakes and 276 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was Blackstone Inc, cutting an estimated $68.7M.

  • 753 institutional investors held Energy Transfer Partners (ET) as of Q4 2020, up from 729 in Q3 2020.
  • Funds reported $6.34B of Energy Transfer Partners stock for Q4 2020, up 18% quarter-over-quarter.
  • 124 funds opened new Energy Transfer Partners positions in Q4 2020 and 88 closed out, a net change of +36 holders.
  • The largest Energy Transfer Partners buyer in Q4 2020 was JP Morgan Chase, an estimated $110M added.
  • The largest Energy Transfer Partners seller in Q4 2020 was Blackstone Inc, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2020.