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Energy Transfer Partners

328 hedge funds and large institutions have $11.3B invested in Energy Transfer Partners in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 12

157% more call options, than puts

Call options by funds: $144M | Put options by funds: $56.1M

24% more capital invested

Capital invested by funds: $9.05B → $11.3B (+$2.21B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

15% more funds holding

Funds holding: 286328 (+42)

1.6% more ownership

Funds ownership: 195.27%196.87% (+1.6%)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

Holders
328
Holders Change
+42
Holders Change %
+14.69%
% of All Funds
9.52%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.93%
New
58
Increased
92
Reduced
114
Closed
12
Calls
$144M
Puts
$56.1M
Net Calls
+$88.2M
Net Calls Change
+$57.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$1.02M +$203K +11,304 +29%
KeyBank National Association
177
KeyBank National Association
Ohio
$984K -$237K -13,196 -22%
TA
178
Tiedemann Advisors
New York
$965K -$707K -39,280 -36%
RBC
179
Ronald Blue & Co
Georgia
$963K -$4.39K -244 -0.5%
PFSC
180
Peoples Financial Services Corp
Pennsylvania
$940K +$828K +46,008 New
OC
181
Oppenheimer & Co
New York
$936K +$58.3K +3,240 +8%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$931K -$30.2K -1,676 -4%
LW
183
Linscomb Wealth
Texas
$882K +$15.5K +860 +2%
SB
184
Suntrust Banks
Georgia
$878K +$224K +12,436 +41%
DDPIC
185
Deroy & Devereaux Private Investment Counsel
Michigan
$873K -$8.56K -476 -1%
AA
186
Ancora Advisors
Ohio
$846K
RFC
187
Regions Financial Corp
Alabama
$846K
SFA
188
Sequoia Financial Advisors
Ohio
$837K +$737K +40,936 New
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$813K
CFB
190
Cullen/Frost Bankers
Texas
$806K +$14.4K +800 +2%
WCM
191
Wallace Capital Management
Texas
$785K
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$750K +$8.13K +452 +1%
BOIA
193
Bush ODonnell Investment Advisors
Missouri
$734K -$133K -7,400 -17%
OWD
194
Osborn Williams & Donohoe
Ohio
$732K
FAAS
195
First Allied Advisory Services
California
$724K +$9K +500 +1%
BF
196
BOK Financial
Oklahoma
$716K +$238K +13,252 +61%
SWM
197
Segment Wealth Management
Texas
$711K
NRS
198
Neville Rodie & Shaw
New York
$701K
Northern Trust
199
Northern Trust
Illinois
$692K +$247K +13,716 +68%
SAM
200
Solaris Asset Management
New York
$689K +$5.4K +300 +0.9%

ET Hedge Fund Activity: Q4 2013 in Review

328 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2013, worth a combined $11.3B — up 24% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ET positions and 12 closed out — a net gain of 46 holders — while 92 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $65.1M.

  • 328 institutional investors held Energy Transfer Partners (ET) as of Q4 2013, up from 286 in Q3 2013.
  • Funds reported $11.3B of Energy Transfer Partners stock for Q4 2013, up 24% quarter-over-quarter.
  • 58 funds opened new Energy Transfer Partners positions in Q4 2013 and 12 closed out, a net change of +46 holders.
  • The largest Energy Transfer Partners buyer in Q4 2013 was Morgan Stanley, an estimated $106M added.
  • The largest Energy Transfer Partners seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $65.1M sold.

Based on aggregated 13F filings for Q4 2013.