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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
Boston Partners
776
Boston Partners
Massachusetts
– -$179K -33,097 Closed
AIL
777
AGF Investments LLC
Ontario, Canada
– -$176K -32,508 Closed
AAS
778
Annex Advisory Services
Wisconsin
– -$169K -31,128 Closed
AII
779
AGF Investments Inc
Ontario, Canada
– -$153K -28,254 Closed
State of Wisconsin Investment Board
780
State of Wisconsin Investment Board
Wisconsin
– -$152K -27,974 Closed
SP
781
SWS Partners
Ohio
– -$148K -27,367 Closed
EWM
782
Evercore Wealth Management
New York
– -$148K -27,289 Closed
LCS
783
Levin Capital Strategies
New York
– -$139K -25,687 Closed
TP
784
Tranquility Partners
Tennessee
– -$128K -23,690 Closed
HR
785
Hayden Royal
North Carolina
– -$109K -20,191 Closed
BIM
786
Bridges Investment Management
Nebraska
– -$105K -19,404 Closed
Fisher Asset Management
787
Fisher Asset Management
Washington
– -$104K -19,117 Closed
FVCM
788
F&V Capital Management
Florida
– -$100K -18,425 Closed
SB
789
Strategic Blueprint
Georgia
– -$94K -17,390 Closed
TSS
790
Two Sigma Securities
New York
– -$105K -17,347 Closed
5L
791
55I LLC
Massachusetts
– -$92K -17,022 Closed
BWP
792
Bernardo Wealth Planning
Pennsylvania
– -$88K -16,248 Closed
CPC
793
Cookson Peirce & Co
Pennsylvania
– -$87K -16,000 Closed
AIM
794
Axiom Investment Management
New York
– -$84K -15,438 Closed
CAM
795
Cresset Asset Management
Illinois
– -$83K -15,142 Closed
MWM
796
Mission Wealth Management
California
– -$82K -15,078 Closed
HR
797
Howe & Rusling
New York
– -$80K -14,781 Closed
TNB
798
Thomasville National Bank
Georgia
– -$79K -14,604 Closed
FCCM
799
First City Capital Management
Georgia
– -$88K -14,000 Closed
DI
800
DFPG Investments
Utah
– -$73K -13,317 Closed
30 31
32
33 34

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.