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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
Morgan Stanley
1
Morgan Stanley
New York
$965M +$9.98M +529,737 +1%
TCA
2
Tortoise Capital Advisors
Kansas
$709M +$220M +11,705,126 +48%
Goldman Sachs
3
Goldman Sachs
New York
$704M -$95.4M -5,065,838 -12%
Citigroup
4
Citigroup
New York
$656M +$25.1M +1,334,971 +4%
HFA
5
Harvest Fund Advisors
Pennsylvania
$638M +$138M +7,306,469 +29%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$592M +$1.3M +68,980 +0.2%
Bank of America
7
Bank of America
North Carolina
$561M +$158M +8,409,534 +42%
O
8
OppenheimerFunds
New York
$535M +$21M +1,112,663 +4%
CCM
9
Chickasaw Capital Management
Tennessee
$441M +$14.5M +771,635 +4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$334M -$108M -5,741,607 -25%
UBS Group
11
UBS Group
Switzerland
$324M -$86.7M -4,604,439 -22%
CS
12
Credit Suisse
Switzerland
$292M +$20.3M +1,079,168 +8%
SCA
13
Salient Capital Advisors
Texas
$279M +$14.5M +772,210 +6%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$263M +$35.6M +1,892,220 +17%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$193M
EGA
16
Eagle Global Advisors
Texas
$190M +$6.59M +350,108 +4%
COPPSERS
17
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$180M +$10.5M +558,829 +7%
SC
18
Sculptor Capital
New York
$154M +$22.7M +1,206,675 +18%
IG
19
ING Group
Netherlands
$139M +$128M +6,798,800 +2,797%
NIM
20
NXG Investment Management
Texas
$136M -$1.78M -94,410 -1%
Barclays
21
Barclays
United Kingdom
$105M +$35.1M +1,864,452 +54%
KACA
22
Kayne Anderson Capital Advisors
California
$86.6M -$8.06M -428,000 -9%
Deutsche Bank
23
Deutsche Bank
Germany
$72.2M -$49.3M -2,619,269 -42%
ZP
24
Zimmer Partners
New York
$67.8M +$10.8M +575,000 +20%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$67.1M -$66.4M -3,526,900 -51%

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.