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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
PCM
326
Palisade Capital Management
New Jersey
$2.32M
CH
327
Canton Hathaway
Rhode Island
$2.29M +$114K +3,970 +5%
EGA
328
E&G Advisors
Texas
$2.28M -$60.1K -2,085 -3%
CIC
329
Carnegie Investment Counsel
Ohio
$2.28M -$14.4K -500 -0.6%
GC
330
Guggenheim Capital
Illinois
$2.27M -$358K -12,419 -14%
SAM
331
Smithbridge Asset Management
Pennsylvania
$2.27M +$51.1K +1,775 +2%
IFAM
332
Institutional & Family Asset Management
Colorado
$2.26M +$11.7K +407 +0.5%
OAM
333
Oppenheimer Asset Management
New York
$2.25M -$36.8K -1,277 -2%
VWM
334
Venturi Wealth Management
Texas
$2.25M -$2.7M -93,570 Closed
Rafferty Asset Management
335
Rafferty Asset Management
New York
$2.23M +$150K +5,204 +7%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$2.21M
GWM
337
Geneos Wealth Management
Colorado
$2.18M -$49.6K -1,720 -2%
GG
338
Gofen & Glossberg
Illinois
$2.18M -$28.8K -1,000 -1%
PL
339
Plancorp LLC
Missouri
$2.18M +$605 +21 +0%
TFS
340
TrustCore Financial Services
Tennessee
$2.17M +$37.4K +1,299 +2%
CCA
341
Checchi Capital Advisers
California
$2.15M +$180K +6,258 +9%
CG
342
Colony Group
Massachusetts
$2.15M +$319K +11,087 +18%
BRWA
343
B. Riley Wealth Advisors
Florida
$2.14M +$37K +1,284 +2%
FCA
344
FLC Capital Advisors
California
$2.11M +$249K +8,635 +14%
PPSG
345
Princeton Portfolio Strategies Group
New Jersey
$2.1M -$49K -1,700 -2%
AIP
346
Ameritas Investment Partners
Nebraska
$2.1M +$43.2K +1,500 +2%
COI
347
Capital One Investing
Virginia
$2.09M +$513K +17,815 +33%
LDFR
348
Lehman & Derafelo Financial Resources
Pennsylvania
$2.08M -$138K -4,800 -6%
ADBIC
349
A.D. Beadell Investment Counsel
Wisconsin
$2.06M
SBIA
350
Sheaff Brock Investment Advisors
Indiana
$2.05M +$52.6K +1,825 +3%

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.