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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
AP
776
Arlington Partners
Alabama
-$131K -9,300 Closed
EWM
777
Executive Wealth Management
Michigan
-$121K -8,575 Closed
DWM
778
Destination Wealth Management
California
-$118K -8,380 Closed
AC
779
Avestar Capital
New York
-$108K -7,771 Closed
MSFP
780
Mark Sheptoff Financial Planning
Connecticut
-$96K -6,813 Closed
PCM
781
Penserra Capital Management
California
-$91K -6,517 Closed
ESB
782
Essex Savings Bank
Connecticut
-$76K -5,362 Closed
SIS
783
Sound Income Strategies
Florida
-$56K -4,000 Closed
PCP
784
Proficio Capital Partners
Massachusetts
-$49K -3,475 Closed
YWP
785
YorkBridge Wealth Partners
New York
-$45K -3,174 Closed
RWA
786
Redhawk Wealth Advisors
Minnesota
-$40K -2,816 Closed
BL
787
Balentine LLC
Georgia
-$28K -2,000 Closed
MA
788
MUFG Americas
New York
-$27K -1,920 Closed
TNBTD
789
Trustmark National Bank Trust Department
Mississippi
-$25K -1,744 Closed
SL
790
Salomon & Ludwin
Virginia
-$23K -1,617 Closed
BFC
791
Bedel Financial Consulting
Indiana
-$18K -1,280 Closed
TPWA
792
TRUE Private Wealth Advisors
Oregon
-$16K -1,160 Closed
TF
793
Tompkins Financial
New York
-$15K -1,084 Closed
DSC
794
Duncker Streett & Co
Missouri
-$12K -832 Closed
TIM
795
Tortoise Investment Management
New York
-$11K -809 Closed
PCMK
796
Paragon Capital Management (Kansas)
Kansas
-$11K -760 Closed
Parallax Volatility Advisers
797
Parallax Volatility Advisers
California
-$10.6K -759 -100%
DWM
798
Doyle Wealth Management
Florida
-$7K -512 Closed
VCM
799
Vigilant Capital Management
Maine
-$6K -412 Closed
AssetMark Inc
800
AssetMark Inc
California
-$6K -399 Closed

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.