Enbridge Energy Partners
EEP
EEP was delisted on the 19th of December, 2018.
233 hedge funds and large institutions have $1.52B invested in Enbridge Energy Partners in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 36 closing their positions.
20% more capital invested
Capital invested by funds: $1.27B → $1.52B (+$256M)
7% more call options, than puts
Call options by funds: $8.01M | Put options by funds: $7.47M
5% less funds holding
Funds holding: 246 → 233 (-13)
21% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 67
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$94.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$20.5M |
| 3 |
Citigroup
New York
|
+$16.8M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$14.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$21M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$13.8M |
| 3 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$11.1M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$10.5M |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$9.41M |
EEP Hedge Fund Activity: Q2 2018 in Review
233 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Enbridge Energy Partners (EEP) for Q2 2018, worth a combined $1.52B — up 20% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of EEP and 26 opened new positions — a net loss of 10 holders — while 67 trimmed existing stakes and 53 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.
- 233 institutional investors held Enbridge Energy Partners (EEP) as of Q2 2018, down from 246 in Q1 2018.
- Funds reported $1.52B of Enbridge Energy Partners stock for Q2 2018, up 20% quarter-over-quarter.
- 26 funds opened new Enbridge Energy Partners positions in Q2 2018 and 36 closed out, a net change of -10 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.