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EEP

Enbridge Energy Partners
EEP

Delisted

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

234 hedge funds and large institutions have $1.52B invested in Enbridge Energy Partners in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $1.18B → $1.52B (+$348M)

7% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $7.47M

4% less funds holding

Funds holding: 245234 (-11)

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

22% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
234
Holders Change
-11
Holders Change %
-4.49%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
28
Increased
52
Reduced
67
Closed
36
Calls
$8.01M
Puts
$7.47M
Net Calls
+$542K
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
$186K -$44.7K -4,469 -21%
LFS
127
Legacy Financial Strategies
Kansas
$186K +$6.33K +633 +4%
NFC
128
Northeast Financial Consultants
Connecticut
$181K
EWM
129
Evercore Wealth Management
New York
$176K +$12K +1,200 +8%
ATC
130
Argent Trust Co
Tennessee
$176K +$162K +16,181 New
HTC
131
Haverford Trust Company
Pennsylvania
$170K
SBIA
132
Sheaff Brock Investment Advisors
Indiana
$170K
Wolverine Trading
133
Wolverine Trading
Illinois
$165K
BWP
134
Baldwin Wealth Partners
Massachusetts
$162K -$20K -2,000 -12%
CGA
135
Crescent Grove Advisors
Illinois
$160K
BIC
136
Beach Investment Counsel
Pennsylvania
$156K
CPIG
137
Chicago Partners Investment Group
Illinois
$151K
KC
138
KHP Capital
Oklahoma
$148K
WIA
139
Wealthstreet Investment Advisors
Texas
$144K -$9.99K -1,000 -7%
IA
140
IFP Advisors
Florida
$142K +$9.72K +973 +8%
CSIC
141
Clifford Swan Investment Counsel
California
$132K -$7K -700 -5%
CAI
142
Capital Advisors Inc
Oklahoma
$132K
ANRIA
143
American National Registered Investment Advisor
Texas
$130K
PGFC
144
Peapack-Gladstone Financial Corp
New Jersey
$130K
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$130K +$119K +11,889 New
SWP
146
Stratos Wealth Partners
Ohio
$128K +$1.29K +129 +1%
IWP
147
Icon Wealth Partners
Texas
$122K +$112K +11,161 New
RFC
148
Regions Financial Corp
Alabama
$120K
CC
149
Courier Capital
New York
$117K
LA
150
Legacy Advisors
Pennsylvania
$115K -$65K -6,500 -38%

EEP Hedge Fund Activity: Q2 2018 in Review

234 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enbridge Energy Partners (EEP) for Q2 2018, worth a combined $1.52B — up 30% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EEP and 28 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 52 added.

The largest buyer was Tortoise Capital Advisors, adding an estimated $94.4M. The largest seller was NXG Investment Management, exiting entirely with an estimated $21M sold.

  • 234 institutional investors held Enbridge Energy Partners (EEP) as of Q2 2018, down from 245 in Q1 2018.
  • Funds reported $1.52B of Enbridge Energy Partners stock for Q2 2018, up 30% quarter-over-quarter.
  • 28 funds opened new Enbridge Energy Partners positions in Q2 2018 and 36 closed out, a net change of -8 holders.
  • The largest Enbridge Energy Partners buyer in Q2 2018 was Tortoise Capital Advisors, an estimated $94.4M added.
  • The largest Enbridge Energy Partners seller in Q2 2018 was NXG Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2018.