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Enterprise Products Partners
EPD

1,145 hedge funds and large institutions have $22.7B invested in Enterprise Products Partners in 2019 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 348 increasing their positions, 383 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $255M | Put options by funds: $115M

115% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 75

6% more funds holding

Funds holding: 1,076 → 1,145 (+69)

0.24% less ownership

Funds ownership: 36.98% → 36.74% (-0.24%)

2% less capital invested

Capital invested by funds: $23.1B → $22.7B (-$434M)

9% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 383

13% less funds holding in top 10

Funds holding in top 10: 85 → 74 (-11)

Holders
1,145
Holders Change
+69
Holders Change %
+6.41%
% of All Funds
22.56%
Holding in Top 10
74
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.94%
% of All Funds
1.46%
New
161
Increased
348
Reduced
383
Closed
75
Calls
$255M
Puts
$115M
Net Calls
+$140M
Net Calls Change
+$66.1M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$134M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$117M
3
Wells Fargo
Wells Fargo
California
+$89.2M
4
EIP
Energy Income Partners
Connecticut
+$40.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.4M

Top Sellers

Rank Fund Capital Flow
1
TCA
Tortoise Capital Advisors
Kansas
-$95.2M
2
N
Natixis
France
-$85.7M
3
Barclays
Barclays
United Kingdom
-$82.9M
4
SCA
Salient Capital Advisors
Texas
-$65.1M
5
Citigroup
Citigroup
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
476
UMB Bank
Missouri
$1.18M +$63.7K +2,349 +6%
AWM
477
Arbor Wealth Management
Florida
$1.18M +$449K +16,562 +65%
HFM
478
Hartford Financial Management
Connecticut
$1.18M -$62.3K -2,300 -5%
OCM
479
Orser Capital Management
Texas
$1.18M +$149K +5,514 +15%
BCM
480
Birch Capital Management
Texas
$1.18M +$1.13M +41,782 New
KTA
481
Keeley-Teton Advisors
Illinois
$1.18M +$10K +370 +0.9%
RAM
482
Roanoke Asset Management
New Jersey
$1.17M -$65.2K -2,406 -5%
DT
483
Diversified Trust
Tennessee
$1.15M -$1.09M -40,111 -50%
LSAG
484
Lake Street Advisors Group
New Hampshire
$1.14M – – –
IIC
485
Ironwood Investment Counsel
Arizona
$1.13M -$54.2K -2,000 -5%
IC
486
Intersect Capital
California
$1.13M +$28.5K +1,051 +3%
SCM
487
Schnieders Capital Management
California
$1.13M +$4.07K +150 +0.4%
SWM
488
SeaCrest Wealth Management
New York
$1.13M +$131K +4,817 +14%
MA
489
MUFG Americas
New York
$1.13M – – –
AFG
490
American Financial Group
Ohio
$1.13M – – –
WC
491
Winmill & Co
New York
$1.13M – – –
AAM
492
AR Asset Management
California
$1.12M – – –
AMIM
493
Aull & Monroe Investment Management
Alabama
$1.12M – – –
IA
494
IFP Advisors
Florida
$1.12M -$182K -6,714 -14%
LF
495
Lee Financial
Texas
$1.11M – – –
WG
496
Watchman Group
Texas
$1.1M +$1.06M +39,091 New
FHB
497
First Hawaiian Bank
Hawaii
$1.09M +$143K +5,260 +16%
SCA
498
Stokes Capital Advisors
South Carolina
$1.09M +$80K +2,950 +8%
IC
499
IEQ Capital
California
$1.09M +$1.05M +38,630 New
CCG
500
Cypress Capital Group
Florida
$1.07M -$17.2K -633 -2%
18 19
20
21 22

EPD Hedge Fund Activity: Q4 2019 in Review

1,145 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2019, worth a combined $22.7B — down 1.9% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new EPD positions and 75 closed out — a net gain of 86 holders — while 348 added to existing stakes and 383 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $134M. The largest seller was Tortoise Capital Advisors, cutting an estimated $95.2M.

  • 1,145 institutional investors held Enterprise Products Partners (EPD) as of Q4 2019, up from 1,076 in Q3 2019.
  • Funds reported $22.7B of Enterprise Products Partners stock for Q4 2019, down 1.9% quarter-over-quarter.
  • 161 funds opened new Enterprise Products Partners positions in Q4 2019 and 75 closed out, a net change of +86 holders.
  • The largest Enterprise Products Partners buyer in Q4 2019 was JP Morgan Chase, an estimated $134M added.
  • The largest Enterprise Products Partners seller in Q4 2019 was Tortoise Capital Advisors, an estimated $95.2M sold.

Based on aggregated 13F filings for Q4 2019.