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Energy Transfer Partners

358 hedge funds and large institutions have $9.93B invested in Energy Transfer Partners in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more call options, than puts

Call options by funds: $560M | Put options by funds: $108M

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

8% more capital invested

Capital invested by funds: $9.22B → $9.93B (+$707M)

5% more funds holding

Funds holding: 342358 (+16)

0.78% more ownership

Funds ownership: 45.86%46.64% (+0.78%)

2% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 114

Holders
358
Holders Change
+16
Holders Change %
+4.68%
% of All Funds
8.91%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
43
Increased
112
Reduced
114
Closed
25
Calls
$560M
Puts
$108M
Net Calls
+$452M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
101
BB&T Securities
Virginia
$3.44M -$60.9K -3,232 -2%
V
102
Veritable
Delaware
$3.43M -$147K -7,780 -4%
NCM
103
Novare Capital Management
North Carolina
$3.39M
EA
104
Edge Advisors
Georgia
$3.36M -$256K -13,600 -7%
SSB
105
Sandy Spring Bank
Maryland
$3.11M -$644K -34,175 -18%
IA
106
IFP Advisors
Florida
$2.95M -$791 -42 -0%
LFAS
107
Level Four Advisory Services
Texas
$2.81M -$1.07M -56,776 -28%
BAMCO Inc
108
BAMCO Inc
New York
$2.65M -$183K -9,700 -7%
PPSG
109
Princeton Portfolio Strategies Group
New Jersey
$2.63M -$324K -17,200 -11%
FIM
110
Frontier Investment Management
Texas
$2.63M +$188 +10 +0%
State Street
111
State Street
Massachusetts
$2.47M +$92.9K +4,930 +4%
DT
112
Diversified Trust
Tennessee
$2.47M +$529K +28,084 +29%
Creative Planning
113
Creative Planning
Kansas
$2.38M +$338K +17,950 +18%
Franklin Resources
114
Franklin Resources
California
$2.35M +$12.6K +667 +0.6%
CVSC
115
C.V. Starr & Co
New York
$2.17M
PA
116
Pinnacle Associates
New York
$2.01M -$265K -14,060 -12%
Ameriprise
117
Ameriprise
Minnesota
$2M -$103K -5,465 -5%
Jane Street
118
Jane Street
New York
$1.99M -$1.2M -63,934 -39%
CWA
119
Cypress Wealth Advisors
California
$1.97M -$83.3K -4,425 -4%
HWA
120
Heritage Wealth Advisors
Virginia
$1.92M +$1.84M +97,497 New
ACM
121
Advisors Capital Management
New Jersey
$1.9M +$507K +26,930 +39%
SG Americas Securities
122
SG Americas Securities
New York
$1.85M +$124K +6,571 +8%
CM
123
Castleark Management
Illinois
$1.84M +$1.15M +61,200 +191%
MAM
124
Marquette Asset Management
Minnesota
$1.84M
PL
125
Parkwood LLC
Ohio
$1.78M -$63.5K -3,373 -4%

ET Hedge Fund Activity: Q1 2017 in Review

358 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q1 2017, worth a combined $9.93B — up 7.7% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ET positions and 25 closed out — a net gain of 18 holders — while 112 added to existing stakes and 114 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $220M. The largest seller was Bank of Montreal, cutting an estimated $108M.

  • 358 institutional investors held Energy Transfer Partners (ET) as of Q1 2017, up from 342 in Q4 2016.
  • Funds reported $9.93B of Energy Transfer Partners stock for Q1 2017, up 7.7% quarter-over-quarter.
  • 43 funds opened new Energy Transfer Partners positions in Q1 2017 and 25 closed out, a net change of +18 holders.
  • The largest Energy Transfer Partners buyer in Q1 2017 was Tortoise Capital Advisors, an estimated $220M added.
  • The largest Energy Transfer Partners seller in Q1 2017 was Bank of Montreal, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2017.