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El Paso Energy Capital Trust I

30 hedge funds and large institutions have $128M invested in El Paso Energy Capital Trust I in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $120M → $128M (+$8.82M)

2.3% more ownership

Funds ownership: 68.3%70.6% (+2.3%)

3% less funds holding

Funds holding: 3130 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
11
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$52.1M
BlackRock
2
BlackRock
New York
$17M +$1.41M +30,732 +9%
CAM
3
Camden Asset Management
California
$16.5M +$8.08M +175,913 +98%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$7.88M -$5.42M -117,956 -20%
Macquarie Group
5
Macquarie Group
Australia
$7.4M
GF
6
Gabelli Funds
New York
$5.71M
Morgan Stanley
7
Morgan Stanley
New York
$4.74M +$29.3K +638 +0.6%
Wells Fargo
8
Wells Fargo
California
$4.51M -$62.7K -1,365 -1%
KWA
9
KCS Wealth Advisory
California
$3.92M +$160K +3,481 +4%
SI
10
Stephens Inc
Arkansas
$2.09M +$3.12K +68 +0.2%
CIC
11
Carnegie Investment Counsel
Ohio
$1.15M +$272K +5,919 +31%
NA
12
NewEdge Advisors
Louisiana
$741K +$45.9K +1,000 +7%
CWM
13
C2C Wealth Management
Arizona
$733K -$62.7K -1,365 -3%
LPL Financial
14
LPL Financial
California
$659K -$132K -2,875 -17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$551K +$101K +2,196 +23%
DP
16
Denver PWM
Colorado
$417K +$3.95K +86 +0.4%
HBT
17
Hills Bank & Trust
Iowa
$414K
Neuberger Berman Group
18
Neuberger Berman Group
New York
$243K -$18.7K -408 -7%
UBS Group
19
UBS Group
Switzerland
$230K -$29.2K -637 -11%
SRC
20
Shufro Rose & Co
New York
$228K
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$218K
IP
22
Ignite Planners
California
$199K -$41.3K -900 -7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$187K
DI
24
Diligent Investors
California
$182K
Bank of America
25
Bank of America
North Carolina
$179K +$58K +1,264 +49%

EP.PRC Hedge Fund Activity: Q2 2023 in Review

30 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in El Paso Energy Capital Trust I (EP.PRC) for Q2 2023, worth a combined $128M — up 7.4% from $120M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of EP.PRC and 0 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 11 added.

The largest buyer was Camden Asset Management, adding an estimated $8.08M. The largest seller was Loomis, Sayles & Company, cutting an estimated $5.42M.

  • 30 institutional investors held El Paso Energy Capital Trust I (EP.PRC) as of Q2 2023, down from 31 in Q1 2023.
  • Funds reported $128M of El Paso Energy Capital Trust I stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 0 funds opened new El Paso Energy Capital Trust I positions in Q2 2023 and 1 closed out, a net change of -1 holder.
  • The largest El Paso Energy Capital Trust I buyer in Q2 2023 was Camden Asset Management, an estimated $8.08M added.
  • The largest El Paso Energy Capital Trust I seller in Q2 2023 was Loomis, Sayles & Company, an estimated $5.42M sold.

Based on aggregated 13F filings for Q2 2023.