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Enterprise Products Partners

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

7% more funds holding

Funds holding: 1,0751,145 (+70)

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: 8574 (-11)

Holders
1,145
Holders Change
+70
Holders Change %
+6.51%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
RB
526
Rodgers Brothers
Pennsylvania
$924K +$400K +14,750 +82%
SCP
527
Seizert Capital Partners
Michigan
$903K -$15.3K -564 -2%
FFG
528
Frisch Financial Group
New York
$901K +$5.77K +213 +0.7%
S
529
Surevest
California
$886K +$1.27K +47 +0.1%
HAIM
530
Hunter Associates Investment Management
Pennsylvania
$881K -$37.9K -1,400 -4%
SFA
531
Sequoia Financial Advisors
Ohio
$879K -$8.75K -323 -1%
AWM
532
Avior Wealth Management
Nebraska
$877K -$25.9K -955 -3%
CCMD
533
Cypress Capital Management (Delaware)
Delaware
$876K
CC
534
Chicago Capital
Illinois
$868K
HPC
535
HM Payson & Co
Maine
$868K +$34.1K +1,260 +4%
LCM
536
Lucas Capital Management
New Jersey
$866K -$52K -1,919 -6%
PGFC
537
Peapack-Gladstone Financial Corp
New Jersey
$865K -$269K -9,921 -24%
DAS
538
Dynamic Advisor Solutions
Arizona
$863K -$148K -5,470 -15%
SWA
539
SFMG Wealth Advisors
Texas
$858K +$20.4K +751 +3%
CS
540
Comerica Securities
Michigan
$856K -$4.34K -160 -0.5%
LWAC
541
Laurel Wealth Advisors (California)
California
$852K -$379K -13,968 -32%
HFBOT
542
Home Federal Bank of Tennessee
Tennessee
$848K +$7.45K +275 +0.9%
AA
543
AQR Arbitrage
Connecticut
$845K
WPP
544
Whalerock Point Partners
Rhode Island
$841K -$130K -4,800 -14%
MS
545
Madden Securities
Texas
$840K +$811K +29,925 New
Wolverine Trading
546
Wolverine Trading
Illinois
$837K -$525K -19,364 -39%
Pacer Advisors
547
Pacer Advisors
Pennsylvania
$837K +$805K +29,714 New
GVAG
548
Great Valley Advisor Group
Delaware
$831K +$21.2K +784 +3%
WA
549
WealthTrust Axiom
Pennsylvania
$830K +$894 +33 +0.1%
CBB
550
Citizens Business Bank
California
$829K

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 1,075 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.