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Energy Transfer Partners

389 hedge funds and large institutions have $8.88B invested in Energy Transfer Partners in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 143 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $73.1M | Put options by funds: $52.6M

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

21% more capital invested

Capital invested by funds: $7.35B → $8.88B (+$1.53B)

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

0.24% less ownership

Funds ownership: 47.91%47.67% (-0.24%)

1% less funds holding

Funds holding: 391389 (-2)

27% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 143

Holders
389
Holders Change
-2
Holders Change %
-0.51%
% of All Funds
8.91%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.6%
New
36
Increased
104
Reduced
143
Closed
32
Calls
$73.1M
Puts
$52.6M
Net Calls
+$20.5M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$889M +$23.3M +1,418,718 +3%
HFA
2
Harvest Fund Advisors
Pennsylvania
$834M -$18M -1,098,305 -2%
TCA
3
Tortoise Capital Advisors
Kansas
$531M -$20.1M -1,223,885 -4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$512M +$50.1M +3,048,966 +11%
Citigroup
5
Citigroup
New York
$483M -$48.8M -2,971,076 -10%
UBS Group
6
UBS Group
Switzerland
$448M -$8.75M -532,751 -2%
Bank of America
7
Bank of America
North Carolina
$424M +$1.97M +119,728 +0.5%
O
8
OppenheimerFunds
New York
$416M -$48.2M -2,935,942 -11%
CCM
9
Chickasaw Capital Management
Tennessee
$407M +$2M +121,804 +0.5%
Morgan Stanley
10
Morgan Stanley
New York
$304M +$15.6M +952,486 +6%
SCA
11
Salient Capital Advisors
Texas
$276M -$14.7M -894,691 -5%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$263M -$35M -2,130,886 -12%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$256M -$3.39M -206,591 -1%
COPPSERS
14
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$229M -$2.08M -126,854 -0.9%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$204M -$48.5M -2,954,078 -20%
JP Morgan Chase
16
JP Morgan Chase
New York
$160M +$48.8M +2,973,823 +47%
EGA
17
Eagle Global Advisors
Texas
$148M +$2.56M +155,637 +2%
NIM
18
NXG Investment Management
Texas
$140M +$11.7M +711,226 +10%
Barclays
19
Barclays
United Kingdom
$131M -$34.6M -2,106,499 -22%
AL
20
Appaloosa LP
New Jersey
$103M -$5.19M -315,862 -5%
KACA
21
Kayne Anderson Capital Advisors
California
$84.2M -$2.87M -175,000 -3%
AR
22
Advisory Research
Illinois
$83.1M +$66.4M +4,040,376 +522%
N
23
Natixis
France
$77.9M -$15.1M -917,000 -17%
EIP
24
Energy Income Partners
Connecticut
$76.6M +$72.9M +4,441,418 New
RA
25
RR Advisors
Texas
$63.2M +$23.4M +1,424,000 +63%

ET Hedge Fund Activity: Q2 2018 in Review

389 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2018, worth a combined $8.88B — up 21% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ET positions and 32 closed out — a net gain of 4 holders — while 104 added to existing stakes and 143 trimmed.

The largest buyer was Energy Income Partners, opening a new position worth an estimated $72.9M. The largest seller was Deutsche Bank, cutting an estimated $63.3M.

  • 389 institutional investors held Energy Transfer Partners (ET) as of Q2 2018, down from 391 in Q1 2018.
  • Funds reported $8.88B of Energy Transfer Partners stock for Q2 2018, up 21% quarter-over-quarter.
  • 36 funds opened new Energy Transfer Partners positions in Q2 2018 and 32 closed out, a net change of +4 holders.
  • The largest Energy Transfer Partners buyer in Q2 2018 was Energy Income Partners, an estimated $72.9M added.
  • The largest Energy Transfer Partners seller in Q2 2018 was Deutsche Bank, an estimated $63.3M sold.

Based on aggregated 13F filings for Q2 2018.