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ETP.PRD

Energy Transfer Operating, L.P. 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetu
ETP.PRD

Delisted

ETP.PRD was delisted on the 1st of April, 2021.

7 hedge funds and large institutions have $3.58M invested in Energy Transfer Operating, L.P. 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetu in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

0% more funds holding

Funds holding: 77 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

50% less capital invested

Capital invested by funds: $7.21M → $3.58M (-$3.63M)

Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Securian Asset Management
Minnesota
$1.38M -$9.85K -400 -0.7%
KLWA
2
Kelly Lawrence W & Associates
California
$685K +$332K +13,500 +96%
KA
3
Kovack Advisors
Florida
$573K +$568K +23,076 New
BRC
4
Bell Rock Capital
Delaware
$348K +$61.5K +2,500 +22%
LTI
5
Laffer Tengler Investments
Tennessee
$324K +$60.3K +2,448 +23%
AHB
6
Abner Herrman & Brock
New Jersey
$248K
RCA
7
Ranch Capital Advisors
Florida
$29K +$29.2K +1,188 New
IR
8
IAT Reinsurance
New York
-$3.45M -140,000 Closed
EWM
9
Edge Wealth Management
New York
-$1.24M -50,361 Closed

ETP.PRD Hedge Fund Activity: Q4 2019 in Review

7 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Operating, L.P. 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetu (ETP.PRD) for Q4 2019, worth a combined $3.58M — down 50% from $7.21M a quarter earlier.

Fund positioning in ETP.PRD was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 1 trimmed.

The largest buyer was Kovack Advisors, opening a new position worth an estimated $568K. The largest seller was IAT Reinsurance, exiting entirely with an estimated $3.45M sold.

  • 7 institutional investors held Energy Transfer Operating, L.P. 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetu (ETP.PRD) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $3.58M of Energy Transfer Operating, L.P. 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetu stock for Q4 2019, down 50% quarter-over-quarter.
  • 2 funds opened new Energy Transfer Operating, L.P. 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetu positions in Q4 2019 and 2 closed out, a net change of 0 holders.
  • The largest Energy Transfer Operating, L.P. 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetu buyer in Q4 2019 was Kovack Advisors, an estimated $568K added.
  • The largest Energy Transfer Operating, L.P. 7.625% Series D Fixed-to-Floating Rate Cumulative Redeemable Perpetu seller in Q4 2019 was IAT Reinsurance, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2019.