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El Paso Energy Capital Trust I

18 hedge funds and large institutions have $123M invested in El Paso Energy Capital Trust I in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

0.13% less ownership

Funds ownership: 50.12%49.99% (-0.13%)

10% less funds holding

Funds holding: 2018 (-2)

24% less capital invested

Capital invested by funds: $162M → $123M (-$38.4M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$55.6M
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$30.2M +$1.54M +30,769 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$17M -$6.43M -128,704 -27%
Macquarie Group
4
Macquarie Group
Australia
$8.73M +$4.97M +99,436 +132%
GF
5
Gabelli Funds
New York
$6.42M +$15K +300 +0.2%
Wells Fargo
6
Wells Fargo
California
$2.58M +$413K +8,278 +19%
Morgan Stanley
7
Morgan Stanley
New York
$1.25M -$22K -440 -2%
UBS Group
8
UBS Group
Switzerland
$418K -$19.9K -398 -5%
Bank of America
9
Bank of America
North Carolina
$395K -$49.9K -1,000 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$239K
GT
11
Glenmede Trust
Pennsylvania
$175K
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$125K
US Bancorp
13
US Bancorp
Minnesota
$100K
SEI Investments
14
SEI Investments
Pennsylvania
$88K +$88.2K +1,766 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$46K +$499 +10 +1%
EWM
16
Evercore Wealth Management
New York
$45K
DADC
17
D.A. Davidson & Co
Montana
$25K
Creative Planning
18
Creative Planning
Kansas
$10K
TCM
19
Tradewinds Capital Management
Washington
$10K
PG
20
Patten Group
Tennessee
$3K
CS
21
Credit Suisse
Switzerland
-$811K -16,325 Closed
ES
22
Equitec Specialists
Illinois
-$92K -1,854 Closed
AA
23
Ancora Advisors
Ohio
-$15K -300 Closed

EP.PRC Hedge Fund Activity: Q1 2017 in Review

18 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in El Paso Energy Capital Trust I (EP.PRC) for Q1 2017, worth a combined $123M — down 24% from $162M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EP.PRC and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Macquarie Group, adding an estimated $4.97M. The largest seller was Neuberger Berman Group, cutting an estimated $6.43M.

  • 18 institutional investors held El Paso Energy Capital Trust I (EP.PRC) as of Q1 2017, down from 20 in Q4 2016.
  • Funds reported $123M of El Paso Energy Capital Trust I stock for Q1 2017, down 24% quarter-over-quarter.
  • 1 fund opened new El Paso Energy Capital Trust I positions in Q1 2017 and 3 closed out, a net change of -2 holders.
  • The largest El Paso Energy Capital Trust I buyer in Q1 2017 was Macquarie Group, an estimated $4.97M added.
  • The largest El Paso Energy Capital Trust I seller in Q1 2017 was Neuberger Berman Group, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2017.