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Energy Transfer Partners

770 hedge funds and large institutions have $7.64B invested in Energy Transfer Partners in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 272 increasing their positions, 237 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $230M | Put options by funds: $117M

30% more capital invested

Capital invested by funds: $5.87B → $7.64B (+$1.77B)

15% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 237

12% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 86

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

0% more funds holding

Funds holding: 770770 (0)

6.96% less ownership

Funds ownership: 46.89%39.93% (-7%)

Holders
770
Holders Change
Holders Change %
0%
% of All Funds
15.79%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.7%
New
96
Increased
272
Reduced
237
Closed
86
Calls
$230M
Puts
$117M
Net Calls
+$113M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.15B +$587M +79,270,161 +96%
TCA
2
Tortoise Capital Advisors
Kansas
$491M +$30.1M +4,058,944 +6%
Invesco
3
Invesco
Georgia
$443M +$12.4M +1,676,722 +3%
Goldman Sachs
4
Goldman Sachs
New York
$399M -$120M -16,130,357 -22%
AA
5
ALPS Advisors
Colorado
$372M -$28.6M -3,853,305 -7%
Morgan Stanley
6
Morgan Stanley
New York
$300M -$106M -14,252,476 -25%
JP Morgan Chase
7
JP Morgan Chase
New York
$233M -$87.8M -11,851,585 -27%
CCM
8
Chickasaw Capital Management
Tennessee
$186M -$9.69M -1,307,556 -5%
KACA
9
Kayne Anderson Capital Advisors
California
$186M -$25M -3,379,206 -11%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$182M +$3.05M +411,201 +2%
UBS Group
11
UBS Group
Switzerland
$178M -$332M -44,810,135 -64%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$159M -$2.2M -296,468 -1%
SCA
13
Salient Capital Advisors
Texas
$159M +$39.4M +5,311,014 +31%
ClearBridge Investments
14
ClearBridge Investments
New York
$148M +$1.39M +187,680 +0.9%
Comerica Bank
15
Comerica Bank
Texas
$132M -$15.4K -2,081 -0%
Bank of America
16
Bank of America
North Carolina
$127M -$117M -15,810,867 -47%
N
17
Natixis
France
$126M -$78.4M -10,574,834 -37%
BC
18
Brookfield Corp
Ontario, Canada
$120M +$125M +16,870,484 New
AL
19
Appaloosa LP
New Jersey
$108M -$8.66M -1,168,562 -7%
COPPSERS
20
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$97M +$8.94M +1,206,851 +10%
ACM
21
Abrams Capital Management
Massachusetts
$96.3M
EIP
22
Energy Income Partners
Connecticut
$91.7M -$20.9M -2,813,823 -18%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$91.6M +$19.4M +2,615,207 +26%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$73.7M -$7.95M -1,072,728 -8%
Barclays
25
Barclays
United Kingdom
$71M +$8.56M +1,154,643 +13%

ET Hedge Fund Activity: Q2 2020 in Review

770 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2020, worth a combined $7.64B — up 30% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new ET positions and 86 closed out — a net gain of 10 holders — while 272 added to existing stakes and 237 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $587M. The largest seller was UBS Group, cutting an estimated $332M.

  • 770 institutional investors held Energy Transfer Partners (ET) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $7.64B of Energy Transfer Partners stock for Q2 2020, up 30% quarter-over-quarter.
  • 96 funds opened new Energy Transfer Partners positions in Q2 2020 and 86 closed out, a net change of +10 holders.
  • The largest Energy Transfer Partners buyer in Q2 2020 was Blackstone Inc, an estimated $587M added.
  • The largest Energy Transfer Partners seller in Q2 2020 was UBS Group, an estimated $332M sold.

Based on aggregated 13F filings for Q2 2020.