We are live on ! Find out more
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
SSG
151
Summit Securities Group
New York
$115K +$105K +10,500 New
Manulife (Manufacturers Life Insurance)
152
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114K -$11.4K -1,140 -10%
HPC
153
HM Payson & Co
Maine
$111K
JFA
154
JNBA Financial Advisors
Minnesota
$111K
MAM
155
Morse Asset Management
Connecticut
$109K
ZB
156
Zions Bancorporation
Utah
$105K
MFW
157
Mosaic Family Wealth
Missouri
$102K -$28.3K -2,833 -23%
CBT
158
Capital Bank & Trust
California
$98K
IFAM
159
Institutional & Family Asset Management
Colorado
$90K -$184K -18,420 -69%
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$85K +$22.1K +2,209 +40%
AG
161
Advisor Group
Arizona
$82K -$5.11K -511 -6%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$55K +$28.6K +2,866 +132%
CG
163
Cutler Group
California
$53K -$53.4K -5,347 -52%
DSC
164
Duncker Streett & Co
Missouri
$51K -$3.48K -348 -7%
PG
165
Patten Group
Tennessee
$46K -$17.5K -1,750 -30%
AIP
166
Ameritas Investment Partners
Nebraska
$44K
HWM
167
Holloway Wealth Management
Florida
$44K
LC
168
Landaas & Company
Wisconsin
$44K +$40K +4,000 New
AIM
169
Advantage Investment Management
Iowa
$38K
STA
170
Summit Trail Advisors
New York
$29K +$26.2K +2,620 New
HI
171
Hudock Inc
Pennsylvania
$28K -$3.83K -383 -13%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$27K -$24K -2,405 -49%
WT
173
Whittier Trust
California
$26K
TRCT
174
Tower Research Capital (TRC)
New York
$26K +$23.4K +2,343 New
SIC
175
Salem Investment Counselors
North Carolina
$24K

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.