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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
JWCA
851
J.W. Cole Advisors
Florida
-$131K -10,207 Closed
FHC
852
First Heartland Consultants
Missouri
-$130K -10,141 Closed
DWM
853
Destination Wealth Management
California
-$130K -10,121 Closed
PPSG
854
Princeton Portfolio Strategies Group
New Jersey
-$129K -10,044 Closed
PCA
855
Personal Capital Advisors
California
-$129K -10,026 Closed
TC
856
TownSquare Capital
Utah
-$113K -8,753 Closed
CMO
857
Covenant Multifamily Offices
Texas
-$106K -8,289 Closed
NCM
858
Next Capital Management
New York
-$105K -8,208 Closed
ACM
859
Allred Capital Management
Texas
-$98.8K -7,704 Closed
Victory Capital Management
860
Victory Capital Management
Texas
-$91K -7,108 Closed
THWM
861
Taylor Hoffman Wealth Management
Virginia
-$90K -6,976 Closed
HWM
862
Howard Wealth Management
Connecticut
-$88K -6,914 Closed
WLPWM
863
Walled Lake Planning & Wealth Management
Illinois
-$80K -6,230 Closed
TA
864
TFG Advisers
Michigan
-$73K -5,698 Closed
QI
865
QS Investors
New York
-$61K -4,510 Closed
FIB
866
First Interstate Bank
Montana
-$54K -4,236 Closed
RIA
867
Realta Investment Advisors
Delaware
-$41K -3,437 Closed
MWP
868
Meridian Wealth Partners
Pennsylvania
-$33K -2,562 Closed
CHAM
869
Clear Harbor Asset Management
Connecticut
-$32.1K -2,500 Closed
RA
870
Rational Advisors
New York
-$29K -2,225 Closed
GDP
871
Great Diamond Partners
Maine
-$26K -2,076 Closed
TF
872
TimeScale Financial
Massachusetts
-$18.3K -1,715 -98%
RFM
873
Royal Fund Management
Florida
-$16K -1,294 Closed
PCA
874
Peddock Capital Advisors
Massachusetts
-$12K -960 Closed
TIM
875
Tortoise Investment Management
New York
-$10K -809 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.