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El Paso Energy Capital Trust I

30 hedge funds and large institutions have $125M invested in El Paso Energy Capital Trust I in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less capital invested

Capital invested by funds: $128M → $125M (-$3.34M)

1.18% less ownership

Funds ownership: 70.6%69.42% (-1.2%)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$50.9M
BlackRock
2
BlackRock
New York
$17.2M +$654K +14,244 +4%
CAM
3
Camden Asset Management
California
$15.9M -$293K -6,372 -2%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$7.17M -$1.16M -25,185 -6%
Macquarie Group
5
Macquarie Group
Australia
$7.05M -$184K -4,000 -3%
GF
6
Gabelli Funds
New York
$5.59M
Morgan Stanley
7
Morgan Stanley
New York
$4.68M -$30.2K -658 -0.6%
Wells Fargo
8
Wells Fargo
California
$4.35M -$60.1K -1,310 -1%
KWA
9
KCS Wealth Advisory
California
$3.24M -$607K -13,223 -16%
SI
10
Stephens Inc
Arkansas
$2.03M -$12.2K -265 -0.6%
CIC
11
Carnegie Investment Counsel
Ohio
$1.45M +$330K +7,191 +29%
Bank of America
12
Bank of America
North Carolina
$974K +$808K +17,589 +456%
CWM
13
C2C Wealth Management
Arizona
$688K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$600K +$62K +1,350 +11%
LPL Financial
15
LPL Financial
California
$553K -$91.8K -2,000 -14%
NA
16
NewEdge Advisors
Louisiana
$545K -$181K -3,950 -25%
HBT
17
Hills Bank & Trust
Iowa
$405K
NL
18
Navalign LLC
California
$338K +$341K +7,435 New
DP
19
Denver PWM
Colorado
$252K -$409K -8,918 -36%
UBS Group
20
UBS Group
Switzerland
$239K +$15K +327 +7%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$237K
SRC
22
Shufro Rose & Co
New York
$223K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$163K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$114K
Osaic Holdings
25
Osaic Holdings
Arizona
$59K

EP.PRC Hedge Fund Activity: Q3 2023 in Review

30 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in El Paso Energy Capital Trust I (EP.PRC) for Q3 2023, worth a combined $125M — down 2.6% from $128M a quarter earlier.

Fund positioning in EP.PRC was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $808K. The largest seller was Loomis, Sayles & Company, cutting an estimated $1.16M.

  • 30 institutional investors held El Paso Energy Capital Trust I (EP.PRC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $125M of El Paso Energy Capital Trust I stock for Q3 2023, down 2.6% quarter-over-quarter.
  • 3 funds opened new El Paso Energy Capital Trust I positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest El Paso Energy Capital Trust I buyer in Q3 2023 was Bank of America, an estimated $808K added.
  • The largest El Paso Energy Capital Trust I seller in Q3 2023 was Loomis, Sayles & Company, an estimated $1.16M sold.

Based on aggregated 13F filings for Q3 2023.