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Energy Transfer Partners

770 hedge funds and large institutions have $5.87B invested in Energy Transfer Partners in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 271 increasing their positions, 252 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $168M | Put options by funds: $72.6M

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 252

3% less funds holding

Funds holding: 795770 (-25)

5.73% less ownership

Funds ownership: 52.62%46.89% (-5.7%)

13% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 117

44% less funds holding in top 10

Funds holding in top 10: 5531 (-24)

68% less capital invested

Capital invested by funds: $18.1B → $5.87B (-$12.3B)

Holders
770
Holders Change
-25
Holders Change %
-3.14%
% of All Funds
16.97%
Holding in Top 10
31
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-43.64%
% of All Funds
0.68%
New
102
Increased
271
Reduced
252
Closed
117
Calls
$168M
Puts
$72.6M
Net Calls
+$95.2M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
826
AllianceBernstein
Tennessee
-$197K -15,341 Closed
WKWM
827
Walter & Keenan Wealth Management
Indiana
-$187K -14,600 Closed
MCM
828
Mengis Capital Management
Oregon
-$185K -14,437 Closed
Boston Partners
829
Boston Partners
Massachusetts
-$184K -14,374 Closed
AIIMS
830
Analyst IMS Investment Management Services
Israel
-$180K -14,000 Closed
BFM
831
Boston Financial Management
Massachusetts
-$175K -13,622 Closed
SIA
832
Starfire Investment Advisers
Michigan
-$171K -13,403 Closed
OR
833
Olympiad Research
Connecticut
-$165K -12,875 Closed
FA
834
Fortis Advisors
Pennsylvania
-$164K -12,794 Closed
RMDI
835
R.M. Davis Inc
Maine
-$163K -12,683 Closed
BF
836
Blankinship & Foster
California
-$159K -12,412 Closed
RTS
837
Round Table Services
New Jersey
-$158K -12,326 Closed
AWM
838
Adams Wealth Management
Utah
-$156K -12,168 Closed
PCM
839
Parsons Capital Management
Rhode Island
-$154K -12,024 Closed
SNT
840
Security National Trust
West Virginia
-$154K -12,000 Closed
WCA
841
Westover Capital Advisors
Delaware
-$150K -11,700 Closed
Cetera Investment Advisers
842
Cetera Investment Advisers
Illinois
-$147K -11,437 Closed
SW
843
SteelPeak Wealth
California
-$145K -11,278 Closed
MA
844
Montag & Associates
Georgia
-$143K -11,150 Closed
SCA
845
STALEY CAPITAL ADVISERS
Pennsylvania
-$143K -11,148 Closed
MCM
846
Mitchell Capital Management
Kansas
-$143K -11,125 Closed
HCM
847
Hudson Capital Management
New Jersey
-$137K -10,702 Closed
MCM
848
Murphy Capital Management
New Jersey
-$134K -10,470 Closed
SSWM
849
Sheets Smith Wealth Management
North Carolina
-$132K -10,298 Closed
UAS
850
United Asset Strategies
New York
-$132K -10,293 Closed

ET Hedge Fund Activity: Q1 2020 in Review

770 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2020, worth a combined $5.87B — down 68% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of ET and 102 opened new positions — a net loss of 15 holders — while 252 trimmed existing stakes and 271 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $877M. The largest seller was Tortoise Capital Advisors, cutting an estimated $437M.

  • 770 institutional investors held Energy Transfer Partners (ET) as of Q1 2020, down from 795 in Q4 2019.
  • Funds reported $5.87B of Energy Transfer Partners stock for Q1 2020, down 68% quarter-over-quarter.
  • 102 funds opened new Energy Transfer Partners positions in Q1 2020 and 117 closed out, a net change of -15 holders.
  • The largest Energy Transfer Partners buyer in Q1 2020 was Blackstone Inc, an estimated $877M added.
  • The largest Energy Transfer Partners seller in Q1 2020 was Tortoise Capital Advisors, an estimated $437M sold.

Based on aggregated 13F filings for Q1 2020.