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El Paso Energy Capital Trust I

30 hedge funds and large institutions have $159M invested in El Paso Energy Capital Trust I in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0% more capital invested

Capital invested by funds: $159M → $159M (+$11.3K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.51% less ownership

Funds ownership: 84.93%84.42% (-0.51%)

14% less funds holding

Funds holding: 3530 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
9
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$53M
CAM
2
Camden Asset Management
California
$35.7M +$554K +11,832 +2%
BlackRock
3
BlackRock
New York
$21.9M +$715K +15,265 +3%
DFG
4
Dupree Financial Group
Kentucky
$13.6M -$1.02M -21,865 -3%
Morgan Stanley
5
Morgan Stanley
New York
$6.14M +$872K +18,621 +17%
Macquarie Group
6
Macquarie Group
Australia
$6M
GF
7
Gabelli Funds
New York
$5.82M
Wells Fargo
8
Wells Fargo
California
$3.95M -$40.3K -860 -1%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$3.02M -$323K -6,888 -4%
SI
10
Stephens Inc
Arkansas
$2.66M +$175K +3,736 +7%
SWA
11
Stratos Wealth Advisors
Ohio
$1.83M +$1.81M +38,640 New
BHPW
12
Beverly Hills Private Wealth
California
$1.35M +$412K +8,795 +45%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.15M +$74.9K +1,599 +7%
LPL Financial
14
LPL Financial
California
$563K -$10.5K -225 -2%
RCM
15
Requisite Capital Management
Texas
$426K
HBT
16
Hills Bank & Trust
Iowa
$422K
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$363K +$42.2K +900 +13%
NA
18
NewEdge Advisors
Louisiana
$270K +$51.5K +1,100 +24%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$226K -$9.37K -200 -4%
SRC
20
Shufro Rose & Co
New York
$222K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$185K
UBS Group
22
UBS Group
Switzerland
$146K +$6.93K +148 +5%
Bank of America
23
Bank of America
North Carolina
$119K -$46.6K -994 -28%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$118K
Osaic Holdings
25
Osaic Holdings
Arizona
$61.5K

EP.PRC Hedge Fund Activity: Q2 2024 in Review

30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in El Paso Energy Capital Trust I (EP.PRC) for Q2 2024, worth a combined $159M — up 0.01% from $159M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EP.PRC and 3 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Stratos Wealth Advisors, opening a new position worth an estimated $1.81M. The largest seller was Carnegie Investment Counsel, exiting entirely with an estimated $1.81M sold.

  • 30 institutional investors held El Paso Energy Capital Trust I (EP.PRC) as of Q2 2024, down from 35 in Q1 2024.
  • Funds reported $159M of El Paso Energy Capital Trust I stock for Q2 2024, up 0.01% quarter-over-quarter.
  • 3 funds opened new El Paso Energy Capital Trust I positions in Q2 2024 and 8 closed out, a net change of -5 holders.
  • The largest El Paso Energy Capital Trust I buyer in Q2 2024 was Stratos Wealth Advisors, an estimated $1.81M added.
  • The largest El Paso Energy Capital Trust I seller in Q2 2024 was Carnegie Investment Counsel, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2024.