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Enterprise Products Partners

1,041 hedge funds and large institutions have $23.2B invested in Enterprise Products Partners in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 377 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $207M | Put options by funds: $63.8M

12% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 338

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.18% less ownership

Funds ownership: 36.94%36.76% (-0.18%)

1% less funds holding

Funds holding: 1,0501,041 (-9)

1% less capital invested

Capital invested by funds: $23.5B → $23.2B (-$287M)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

Holders
1,041
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
22.61%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.85%
New
71
Increased
377
Reduced
338
Closed
67
Calls
$207M
Puts
$63.8M
Net Calls
+$143M
Net Calls Change
-$65M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$4.77M -$41.4K -1,436 -0.9%
NEI
227
Northwest & Ethical Investments
Ontario, Canada
$4.72M +$660K +22,904 +16%
LW
228
Linscomb Wealth
Texas
$4.69M -$27.9K -969 -0.6%
NRS
229
Neville Rodie & Shaw
New York
$4.66M -$47.9K -1,662 -1%
SWM
230
Segment Wealth Management
Texas
$4.64M
FC
231
Ferris Capital
Massachusetts
$4.59M
BC
232
Blackhill Capital
New Jersey
$4.55M
VV
233
Verity & Verity
South Carolina
$4.47M +$19.4K +674 +0.4%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$4.45M -$908K -31,497 -17%
BP
235
Ballentine Partners
Massachusetts
$4.39M +$562K +19,500 +15%
LIM
236
Leavell Investment Management
Alabama
$4.38M +$57.6K +2,000 +1%
VFA
237
Valeo Financial Advisors
Indiana
$4.32M +$183K +6,361 +4%
CB
238
Commerce Bank
Missouri
$4.29M +$454K +15,758 +12%
GHAM
239
Gilman Hill Asset Management
Connecticut
$4.26M +$14.8K +515 +0.3%
EHC
240
Everett Harris & Co
California
$4.16M -$34.6K -1,200 -0.8%
KeyBank National Association
241
KeyBank National Association
Ohio
$4.13M +$42.5K +1,474 +1%
CRC
242
Curi RMB Capital
Illinois
$4.08M +$4.07M +141,388 New
SPIA
243
Steward Partners Investment Advisory
New York
$4.07M +$372K +12,916 +10%
BCM
244
Brasada Capital Management
Texas
$4.06M +$4.32K +150 +0.1%
APSI
245
Asset Planning Services Inc
Louisiana
$4.04M +$49K +1,700 +1%
DDPIC
246
Deroy & Devereaux Private Investment Counsel
Michigan
$4.02M +$2.16K +75 +0.1%
Brown Advisory
247
Brown Advisory
Maryland
$4.01M -$249K -8,658 -6%
TCM
248
Tufton Capital Management
Maryland
$4M -$375K -13,015 -9%
RJT
249
Raymond James Trust
Florida
$3.9M +$120K +4,181 +3%
AC
250
Avenir Corporation
Virginia
$3.89M

EPD Hedge Fund Activity: Q2 2019 in Review

1,041 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2019, worth a combined $23.2B — down 1.2% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EPD positions and 67 closed out — a net gain of 4 holders — while 377 added to existing stakes and 338 trimmed.

The largest buyer was Invesco, adding an estimated $477M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $397M sold.

  • 1,041 institutional investors held Enterprise Products Partners (EPD) as of Q2 2019, down from 1,050 in Q1 2019.
  • Funds reported $23.2B of Enterprise Products Partners stock for Q2 2019, down 1.2% quarter-over-quarter.
  • 71 funds opened new Enterprise Products Partners positions in Q2 2019 and 67 closed out, a net change of +4 holders.
  • The largest Enterprise Products Partners buyer in Q2 2019 was Invesco, an estimated $477M added.
  • The largest Enterprise Products Partners seller in Q2 2019 was T. Rowe Price Associates, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2019.