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EEP

Enbridge Energy Partners
EEP

Delisted

EEP was delisted on the 19th of December, 2018.

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311 hedge funds and large institutions have $4.97B invested in Enbridge Energy Partners in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $10.8M

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 303 → 311 (+8)

3% more capital invested

Capital invested by funds: $4.82B → $4.97B (+$146M)

Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
8.3%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
42
Increased
96
Reduced
81
Closed
28
Calls
$39.4M
Puts
$10.8M
Net Calls
+$28.6M
Net Calls Change
-$18.6M

Top Buyers

Rank Fund Capital Flow
1
TCA
Tortoise Capital Advisors
Kansas
+$172M
2
AA
ALPS Advisors
Colorado
+$35.9M
3
MHI
Miller Howard Investments
New York
+$18.7M
4
HFA
Harvest Fund Advisors
Pennsylvania
+$15.5M
5
AR
Advisory Research
Illinois
+$14.4M

Top Sellers

Rank Fund Capital Flow
1
CCCA
Center Coast Capital Advisors
Texas
-$109M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$67.6M
3
KACA
Kayne Anderson Capital Advisors
California
-$65.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$29.8M
5
N
Nuveen
North Carolina
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFSOTS
101
Fiduciary Financial Services of The Southwest
Texas
$1.81M – – –
EIA
102
Edgemoor Investment Advisors
Maryland
$1.77M -$31.7K -847 -2%
GLRA
103
Gerald L. Ray & Associates
Texas
$1.71M +$1.87K +50 +0.1%
SIC
104
Salem Investment Counselors
North Carolina
$1.65M – – –
WKWM
105
Walter & Keenan Wealth Management
Indiana
$1.62M – – –
HS
106
Huntington Steele
Pennsylvania
$1.58M +$205K +5,465 +16%
BFM
107
Boston Financial Management
Massachusetts
$1.57M +$25.1K +670 +2%
ACM
108
Azimuth Capital Management
Michigan
$1.51M +$129K +3,440 +10%
DADC
109
D.A. Davidson & Co
Montana
$1.45M +$351K +9,370 +35%
SIM
110
Sterling Investment Management
Arizona
$1.4M -$288K -7,675 -18%
AIM
111
Acropolis Investment Management
Missouri
$1.37M – – –
GT
112
Glenmede Trust
Pennsylvania
$1.35M +$112K +3,000 +10%
SWP
113
Stratos Wealth Partners
Ohio
$1.35M +$1.26M +33,743 New
N
114
Nuveen
North Carolina
$1.34M -$17.1M -457,172 -93%
ABC
115
Associated Banc-Corp
Wisconsin
$1.33M – – –
FAAS
116
First Allied Advisory Services
California
$1.33M -$746K -19,900 -37%
ICAS
117
Investors Capital Advisory Services
Massachusetts
$1.3M -$197K -5,252 -14%
SC
118
Saturna Capital
Washington
$1.28M – – –
BAM
119
Burnham Asset Management
New York
$1.28M – – –
Ameriprise
120
Ameriprise
Minnesota
$1.26M +$249K +6,637 +27%
RIG
121
Roosevelt Investment Group
New York
$1.21M -$11.5K -308 -1%
MCM
122
MAI Capital Management
Ohio
$1.2M +$824 +22 +0.1%
WPEP
123
Walnut Private Equity Partners
Nebraska
$1.2M – – –
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$1.19M +$187K +4,987 +20%
BUB
125
BBVA USA Bancshares
Texas
$1.13M -$136K -3,617 -11%
3 4
5
6 7

EEP Hedge Fund Activity: Q4 2014 in Review

311 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Enbridge Energy Partners (EEP) for Q4 2014, worth a combined $4.97B — up 3% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EEP positions and 28 closed out — a net gain of 14 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $172M. The largest seller was Center Coast Capital Advisors, exiting entirely with an estimated $109M sold.

  • 311 institutional investors held Enbridge Energy Partners (EEP) as of Q4 2014, up from 303 in Q3 2014.
  • Funds reported $4.97B of Enbridge Energy Partners stock for Q4 2014, up 3% quarter-over-quarter.
  • 42 funds opened new Enbridge Energy Partners positions in Q4 2014 and 28 closed out, a net change of +14 holders.
  • The largest Enbridge Energy Partners buyer in Q4 2014 was Tortoise Capital Advisors, an estimated $172M added.
  • The largest Enbridge Energy Partners seller in Q4 2014 was Center Coast Capital Advisors, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2014.