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Energy Transfer Partners

729 hedge funds and large institutions have $19.4B invested in Energy Transfer Partners in 2018 Q4 according to their latest regulatory filings, with 368 funds opening new positions, 289 increasing their positions, 47 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

951% more first-time investments, than exits

New positions opened: 368 | Existing positions closed: 35

515% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 47

119% more funds holding in top 10

Funds holding in top 10: 2759 (+32)

105% more capital invested

Capital invested by funds: $9.47B → $19.4B (+$9.95B)

101% more call options, than puts

Call options by funds: $412M | Put options by funds: $205M

82% more funds holding

Funds holding: 401729 (+328)

9.2% more ownership

Funds ownership: 46.96%56.17% (+9.2%)

Holders
729
Holders Change
+328
Holders Change %
+81.8%
% of All Funds
16.24%
Holding in Top 10
59
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+118.52%
% of All Funds
1.31%
New
368
Increased
289
Reduced
47
Closed
35
Calls
$412M
Puts
$205M
Net Calls
+$207M
Net Calls Change
+$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.85B +$1.35B +89,109,374 +175%
HFA
2
Harvest Fund Advisors
Pennsylvania
$1.61B +$1.09B +71,895,556 +143%
TCA
3
Tortoise Capital Advisors
Kansas
$1.24B +$933M +61,426,120 +190%
UBS Group
4
UBS Group
Switzerland
$1.09B +$666M +43,881,264 +113%
O
5
OppenheimerFunds
New York
$990M +$803M +52,858,834 +240%
AA
6
ALPS Advisors
Colorado
$822M +$938M +61,755,928 +13,108%
Citigroup
7
Citigroup
New York
$783M +$560M +36,861,588 +165%
JP Morgan Chase
8
JP Morgan Chase
New York
$631M +$549M +36,145,341 +311%
Bank of America
9
Bank of America
North Carolina
$609M +$370M +24,385,505 +112%
KACA
10
Kayne Anderson Capital Advisors
California
$598M +$626M +41,238,420 +1,023%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$518M +$420M +27,638,475 +239%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$436M +$311M +20,465,718 +163%
Morgan Stanley
13
Morgan Stanley
New York
$429M +$136M +8,939,979 +38%
CCM
14
Chickasaw Capital Management
Tennessee
$411M +$180M +11,861,617 +62%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$387M +$53.6M +3,526,689 +14%
SCA
16
Salient Capital Advisors
Texas
$373M +$223M +14,682,961 +109%
Barclays
17
Barclays
United Kingdom
$358M +$272M +17,887,548 +195%
COPPSERS
18
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$340M +$207M +13,619,920 +112%
BC
19
Brookfield Corp
Ontario, Canada
$334M +$367M +24,157,795 +2,161%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$301M +$148M +9,727,507 +75%
AR
21
Advisory Research
Illinois
$262M +$222M +14,634,541 +283%
Comerica Bank
22
Comerica Bank
Texas
$252M +$293K +19,300 +0.1%
ClearBridge Investments
23
ClearBridge Investments
New York
$245M +$279M +18,367,773 +9,833%
Deutsche Bank
24
Deutsche Bank
Germany
$209M +$166M +10,916,255 +224%
EIP
25
Energy Income Partners
Connecticut
$208M +$165M +10,891,447 +223%

ET Hedge Fund Activity: Q4 2018 in Review

729 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q4 2018, worth a combined $19.4B — up 105% from $9.47B a quarter earlier.

Buyers outnumbered sellers: 368 funds opened new ET positions and 35 closed out — a net gain of 333 holders — while 289 added to existing stakes and 47 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.35B. The largest seller was ING Group, exiting entirely with an estimated $20M sold.

  • 729 institutional investors held Energy Transfer Partners (ET) as of Q4 2018, up from 401 in Q3 2018.
  • Funds reported $19.4B of Energy Transfer Partners stock for Q4 2018, up 105% quarter-over-quarter.
  • 368 funds opened new Energy Transfer Partners positions in Q4 2018 and 35 closed out, a net change of +333 holders.
  • The largest Energy Transfer Partners buyer in Q4 2018 was Goldman Sachs, an estimated $1.35B added.
  • The largest Energy Transfer Partners seller in Q4 2018 was ING Group, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2018.