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EEP

Enbridge Energy Partners
EEP

Delisted

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

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: 910 (+1)

3% more funds holding

Funds holding: 303311 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$712M +$6.6M +176,181 +1%
O
2
OppenheimerFunds
New York
$546M -$5.52M -147,218 -1%
AA
3
ALPS Advisors
Colorado
$485M +$35.9M +957,600 +9%
TCA
4
Tortoise Capital Advisors
Kansas
$483M +$172M +4,576,862 +61%
ClearBridge Investments
5
ClearBridge Investments
New York
$385M +$13.1M +348,220 +4%
EIP
6
Energy Income Partners
Connecticut
$221M -$8.04M -214,405 -4%
KACA
7
Kayne Anderson Capital Advisors
California
$218M -$65.5M -1,748,238 -24%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$160M -$67.6M -1,802,625 -31%
UBS Group
9
UBS Group
Switzerland
$146M +$137M +3,649,812 New
JP Morgan Chase
10
JP Morgan Chase
New York
$124M -$29.8M -795,285 -20%
HFA
11
Harvest Fund Advisors
Pennsylvania
$100M +$15.5M +414,091 +20%
NIM
12
NXG Investment Management
Texas
$96.3M -$7.2M -192,249 -7%
DPIM
13
Duff & Phelps Investment Management
Illinois
$94.3M +$3.19M +85,000 +4%
MHI
14
Miller Howard Investments
New York
$85.7M +$18.7M +498,366 +30%
Morgan Stanley
15
Morgan Stanley
New York
$64.5M +$14M +374,629 +30%
AR
16
Advisory Research
Illinois
$59.9M +$14.4M +384,825 +35%
CS
17
Credit Suisse
Switzerland
$55.1M -$4.13M -110,269 -7%
Bank of America
18
Bank of America
North Carolina
$50.4M -$819K -21,862 -2%
Nomura Asset Management
19
Nomura Asset Management
Japan
$49.8M
CNB
20
City National Bank
California
$47.4M +$3.44M +91,818 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$45M +$1.4M +37,391 +3%
Barclays
22
Barclays
United Kingdom
$40.9M +$4.36M +116,258 +12%
Goldman Sachs
23
Goldman Sachs
New York
$34.1M +$11.3M +300,729 +54%
PPA
24
Parametric Portfolio Associates
Washington
$33.5M +$3.76M +100,343 +14%
TC
25
Travelers Companies
Minnesota
$27.7M

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.