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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
ACM
551
Allred Capital Management
Texas
$828K -$29K -1,071 -4%
OWD
552
Osborn Williams & Donohoe
Ohio
$825K +$3.85K +142 +0.5%
DJSG
553
D.J. St. Germain
Massachusetts
$821K
DWA
554
Douglass Winthrop Advisors
New York
$819K -$384K -14,150 -33%
SW
555
SkyOak Wealth
Michigan
$819K +$789K +29,095 New
TW
556
TrinityPoint Wealth
Connecticut
$813K
AW
557
ACG Wealth
Georgia
$805K -$13.2K -487 -2%
NL
558
NWAM LLC
Washington
$805K +$95.9K +3,537 +14%
SCI
559
Stableford Capital II
Arizona
$804K +$774K +28,566 New
SC
560
Searle & Co
Connecticut
$801K -$16.3K -600 -2%
ERIM
561
Eagle Ridge Investment Management
Connecticut
$800K
GP
562
Girard Partners
Pennsylvania
$797K -$125K -4,611 -14%
NRCM
563
Northern Right Capital Management
Connecticut
$791K +$761K +28,075 New
TC
564
Truvestments Capital
Florida
$788K -$35K -1,291 -4%
ZAM
565
Zevin Asset Management
Massachusetts
$785K -$783K -28,887 -51%
RMDI
566
R.M. Davis Inc
Maine
$780K +$9.27K +342 +1%
CA
567
Callahan Advisors
Texas
$773K -$130K -4,778 -15%
GBBWRPM
568
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$758K +$27 +1 +0%
FMT
569
First Mercantile Trust
Tennessee
$754K +$4.53K +167 +0.6%
IAS
570
Investment Advisory Services
Texas
$743K +$715K +26,389 New
WSFS
571
Wilmington Savings Fund Society
Delaware
$740K -$5.42K -200 -0.8%
QCIG
572
Quad-Cities Investment Group
Iowa
$739K +$10.1K +373 +1%
CTC
573
Central Trust Company
Missouri
$738K
BCA
574
Berman Capital Advisors
Georgia
$737K -$36.3K -1,338 -5%
EDRH
575
Edmond de Rothschild Holding
Switzerland
$732K

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.