We are live on ! Find out more
ET icon

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
AssetMark Inc
801
AssetMark Inc
California
-$18K -2,988 Closed
BWA
802
Burt Wealth Advisors
Maryland
-$9K -1,520 Closed
JWBC
803
John W. Brooker & Co
California
-$8K -1,267 Closed
GWMIA
804
Global Wealth Management Investment Advisory
Florida
-$8K -1,243 Closed
AWG
805
Altus Wealth Group
Colorado
-$7K -1,096 Closed
IA
806
Inspire Advisors
Idaho
-$7K -1,062 Closed
FRA
807
Front Row Advisors
California
-$6K -975 Closed
SIS
808
Sound Income Strategies
Florida
-$5K -844 Closed
Public Employees Retirement Association of Colorado
809
Public Employees Retirement Association of Colorado
Colorado
-$4K -663 Closed
WB
810
Webster Bank
Connecticut
-$3K -564 Closed
SWP
811
ShoreHaven Wealth Partners
New Jersey
-$3K -500 Closed
VRM
812
Vectors Research Management
New York
-$3K -500 Closed
ICP
813
Interchange Capital Partners
Pennsylvania
-$2K -391 Closed
SIM
814
Seaview Investment Managers
Florida
-$2K -384 Closed
FEG
815
Financial Enhancement Group
Indiana
-$2K -382 Closed
LWANC
816
Laurel Wealth Advisors (North Carolina)
North Carolina
-$2K -347 Closed
CAAS
817
Capital Asset Advisory Services
Michigan
-$2K -335 Closed
JMF
818
Johnson Midwest Financial
Iowa
-$2K -315 Closed
FPCG
819
Fort Pitt Capital Group
Pennsylvania
-$2K -302 Closed
JPLA
820
Joseph P. Lucia & Associates
New York
-$2K -300 Closed
BHWM
821
Bay Harbor Wealth Management
Maryland
-$2K -250 Closed
LWA
822
Lowe Wealth Advisors
Maryland
-$1K -227 Closed
TF
823
TimeScale Financial
Massachusetts
+$7 +1 +2%
Simplex Trading
824
Simplex Trading
Illinois
+$152K +20,788 +8%

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.