We are live on ! Find out more
ET icon

Energy Transfer Partners

737 hedge funds and large institutions have $18.1B invested in Energy Transfer Partners in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 245 increasing their positions, 216 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $221M | Put options by funds: $146M

27% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 70

13% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 216

2% more funds holding

Funds holding: 725737 (+12)

1.99% less ownership

Funds ownership: 55.47%53.48% (-2%)

12% less capital invested

Capital invested by funds: $20.5B → $18.1B (-$2.37B)

17% less funds holding in top 10

Funds holding in top 10: 5949 (-10)

Holders
737
Holders Change
+12
Holders Change %
+1.66%
% of All Funds
16.16%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
1.07%
New
89
Increased
245
Reduced
216
Closed
70
Calls
$221M
Puts
$146M
Net Calls
+$75.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.55B -$213M -15,286,345 -11%
HFA
2
Harvest Fund Advisors
Pennsylvania
$1.42B -$27.1M -1,946,052 -2%
TCA
3
Tortoise Capital Advisors
Kansas
$1.18B +$207M +14,866,980 +16%
UBS Group
4
UBS Group
Switzerland
$940M -$17.9M -1,287,255 -2%
Invesco
5
Invesco
Georgia
$803M -$14.3M -1,029,142 -2%
AA
6
ALPS Advisors
Colorado
$790M -$23.2M -1,665,319 -3%
Morgan Stanley
7
Morgan Stanley
New York
$719M -$13.7M -984,381 -2%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$590M -$18.7M -1,338,578 -3%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$551M +$9.45M +677,637 +2%
KACA
10
Kayne Anderson Capital Advisors
California
$545M -$9.49M -680,524 -2%
Bank of America
11
Bank of America
North Carolina
$475M -$3.57M -256,182 -0.7%
CCM
12
Chickasaw Capital Management
Tennessee
$400M -$11.3M -812,002 -3%
N
13
Natixis
France
$396M -$26.8M -1,925,198 -6%
BPSG
14
Brookfield Public Securities Group
New York
$380M +$405M +29,015,514 New
Wells Fargo
15
Wells Fargo
California
$376M +$73.8M +5,292,048 +23%
CS
16
Credit Suisse
Switzerland
$354M +$37.8M +2,711,850 +11%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$353M -$17.9M -1,284,717 -5%
Barclays
18
Barclays
United Kingdom
$347M -$62.5M -4,479,930 -14%
ClearBridge Investments
19
ClearBridge Investments
New York
$328M -$13.3M -955,144 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$323M -$128M -9,210,712 -27%
SCA
21
Salient Capital Advisors
Texas
$317M -$4.49M -322,220 -1%
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$298M -$16.3M -1,169,465 -5%
Comerica Bank
23
Comerica Bank
Texas
$250M +$34.2M +2,456,002 +14%
EIP
24
Energy Income Partners
Connecticut
$240M +$7.82M +560,996 +3%
Citigroup
25
Citigroup
New York
$229M +$23.4M +1,678,047 +11%

ET Hedge Fund Activity: Q3 2019 in Review

737 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q3 2019, worth a combined $18.1B — down 12% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ET positions and 70 closed out — a net gain of 19 holders — while 245 added to existing stakes and 216 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $207M. The largest seller was Brookfield Corp, exiting entirely with an estimated $426M sold.

  • 737 institutional investors held Energy Transfer Partners (ET) as of Q3 2019, up from 725 in Q2 2019.
  • Funds reported $18.1B of Energy Transfer Partners stock for Q3 2019, down 12% quarter-over-quarter.
  • 89 funds opened new Energy Transfer Partners positions in Q3 2019 and 70 closed out, a net change of +19 holders.
  • The largest Energy Transfer Partners buyer in Q3 2019 was Tortoise Capital Advisors, an estimated $207M added.
  • The largest Energy Transfer Partners seller in Q3 2019 was Brookfield Corp, an estimated $426M sold.

Based on aggregated 13F filings for Q3 2019.