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EEP

Enbridge Energy Partners
EEP

Delisted

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

266 hedge funds and large institutions have $1.98B invested in Enbridge Energy Partners in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

2% more funds holding

Funds holding: 261266 (+5)

14% less capital invested

Capital invested by funds: $2.31B → $1.98B (-$334M)

19% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $13.8M

28% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 89

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
266
Holders Change
+5
Holders Change %
+1.92%
% of All Funds
6.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
41
Increased
64
Reduced
89
Closed
33
Calls
$11.1M
Puts
$13.8M
Net Calls
-$2.69M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
201
Kiley Juergens Wealth Management
Washington
$41K +$43.6K +3,000 New
PO
202
Private Ocean
California
$41K +$43.6K +3,000 New
DAM
203
Delta Asset Management
Tennessee
$40K -$698 -48 -2%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$40K +$31.7K +2,180 +313%
PG
205
PEAK6 Group
Illinois
$39K +$41K +2,820 New
FRA
206
Front Row Advisors
California
$35K +$36.4K +2,500 New
BFEC
207
Benjamin F. Edwards & Company
Missouri
$33K -$10.6K -732 -23%
AWM
208
Avior Wealth Management
Nebraska
$33K
WT
209
Whittier Trust
California
$33K
EA
210
Edge Advisors
Georgia
$32K +$1.46K +100 +4%
STA
211
Summit Trail Advisors
New York
$32K +$30.8K +2,120 New
IWM
212
IHT Wealth Management
Illinois
$31K -$11K -759 -27%
SIC
213
Salem Investment Counselors
North Carolina
$30K -$80K -5,500 -71%
NSIM
214
North Star Investment Management
Illinois
$28K -$36.4K -2,500 -56%
ST
215
Smithfield Trust
Pennsylvania
$28K
CCM
216
Covington Capital Management
California
$25K
APA
217
American Portfolios Advisors
New York
$24.3K +$25.6K +1,758 New
SWM
218
SeaCrest Wealth Management
New York
$23K +$24.7K +1,700 New
IP
219
Intellectus Partners
California
$22K +$567 +39 +2%
BWL
220
Bogart Wealth LLC
Virginia
$21K
FANJ
221
Financial Architects (New Jersey)
New Jersey
$18K
PFA
222
Pathway Financial Advisors
Vermont
$18K +$18.9K +1,300 New
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$17K -$2.91K -200 -14%
GWA
224
Guidant Wealth Advisors
Illinois
$17K
PWM
225
Perigon Wealth Management
California
$17K

EEP Hedge Fund Activity: Q4 2017 in Review

266 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Enbridge Energy Partners (EEP) for Q4 2017, worth a combined $1.98B — down 14% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EEP positions and 33 closed out — a net gain of 8 holders — while 64 added to existing stakes and 89 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $74.9M. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $34.2M sold.

  • 266 institutional investors held Enbridge Energy Partners (EEP) as of Q4 2017, up from 261 in Q3 2017.
  • Funds reported $1.98B of Enbridge Energy Partners stock for Q4 2017, down 14% quarter-over-quarter.
  • 41 funds opened new Enbridge Energy Partners positions in Q4 2017 and 33 closed out, a net change of +8 holders.
  • The largest Enbridge Energy Partners buyer in Q4 2017 was Blackstone Inc, an estimated $74.9M added.
  • The largest Enbridge Energy Partners seller in Q4 2017 was Virtus ETF Advisers, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2017.