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Energy Transfer Partners

734 hedge funds and large institutions have $7.82B invested in Energy Transfer Partners in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $6.34B → $7.82B (+$1.49B)

21% more call options, than puts

Call options by funds: $181M | Put options by funds: $150M

8% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 226

0.31% less ownership

Funds ownership: 37.95%37.65% (-0.31%)

3% less funds holding

Funds holding: 753734 (-19)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

13% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 90

Holders
734
Holders Change
-19
Holders Change %
-2.52%
% of All Funds
12.89%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.42%
New
78
Increased
245
Reduced
226
Closed
90
Calls
$181M
Puts
$150M
Net Calls
+$31.2M
Net Calls Change
-$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
776
FormulaFolio Investments
Michigan
-$104K -14,286 -100%
CSPIA
777
Cary Street Partners Investment Advisory
Virginia
-$85K -13,709 Closed
QC
778
QCM Cayman
Texas
-$84K -13,600 Closed
IWP
779
Insight Wealth Partners
Texas
-$75K -12,159 Closed
CIC
780
Carnegie Investment Counsel
Ohio
-$75K -12,120 Closed
RFM
781
Royal Fund Management
Florida
-$71K -11,618 Closed
MAA
782
Matrix Asset Advisors
New York
-$71K -11,544 Closed
AWA
783
Aaron Wealth Advisors
Illinois
-$68K -11,116 Closed
RIM
784
Reliant Investment Management
Tennessee
-$68K -11,000 Closed
Acadian Asset Management
785
Acadian Asset Management
Massachusetts
-$68K -10,992 Closed
FFC
786
First Financial Corp
Indiana
-$67K -10,910 Closed
HAS
787
HBW Advisory Services
California
-$66K -10,736 Closed
WKWM
788
Walter & Keenan Wealth Management
Indiana
-$66K -10,600 Closed
RWM
789
Rench Wealth Management
Texas
-$65K -10,578 Closed
GG
790
Gofen & Glossberg
Illinois
-$63K -10,219 Closed
KWM
791
Kingsview Wealth Management
Oregon
-$62K -10,106 Closed
JFGLC
792
Johnson Financial Group LLC (Colorado)
Colorado
-$62K -10,073 Closed
FHC
793
First Heartland Consultants
Missouri
-$62K -10,050 Closed
CYG
794
Clean Yield Group
Vermont
-$45K -7,320 Closed
PS
795
Planned Solutions
California
-$36K -5,851 Closed
PWM
796
Perigon Wealth Management
California
-$28K -4,564 Closed
ABC
797
Associated Banc-Corp
Wisconsin
-$24K -3,840 Closed
CTFG
798
Capstone Triton Financial Group
Oklahoma
-$24K -3,811 Closed
SIAG
799
Safeguard Investment Advisory Group
California
-$19K -3,200 Closed
MA
800
MCF Advisors
Kentucky
-$19K -3,094 Closed

ET Hedge Fund Activity: Q1 2021 in Review

734 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2021, worth a combined $7.82B — up 24% from $6.34B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of ET and 78 opened new positions — a net loss of 12 holders — while 226 trimmed existing stakes and 245 added.

The largest buyer was Deutsche Bank, adding an estimated $86.8M. The largest seller was JP Morgan Chase, cutting an estimated $108M.

  • 734 institutional investors held Energy Transfer Partners (ET) as of Q1 2021, down from 753 in Q4 2020.
  • Funds reported $7.82B of Energy Transfer Partners stock for Q1 2021, up 24% quarter-over-quarter.
  • 78 funds opened new Energy Transfer Partners positions in Q1 2021 and 90 closed out, a net change of -12 holders.
  • The largest Energy Transfer Partners buyer in Q1 2021 was Deutsche Bank, an estimated $86.8M added.
  • The largest Energy Transfer Partners seller in Q1 2021 was JP Morgan Chase, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2021.