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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
GC
601
Grace Capital
Massachusetts
$580K +$25.9K +900 +5%
KCPG
602
Kavar Capital Partners Group
Kansas
$579K -$7.2K -250 -1%
AP
603
Arlington Partners
Alabama
$577K +$576K +20,000 New
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$575K +$8.44K +293 +1%
HW
605
Hancock Whitney
Mississippi
$574K -$676K -23,460 Closed
MSFP
606
Mark Sheptoff Financial Planning
Connecticut
$574K -$5.76K -200 -1%
FANJ
607
Financial Architects (New Jersey)
New Jersey
$569K +$10K +347 +2%
JG
608
Jefferies Group
New York
$566K -$520K -18,036 -48%
RWP
609
RWA Wealth Partners
Massachusetts
$562K -$92.8K -3,222 -14%
MWP
610
MYCIO Wealth Partners
Pennsylvania
$562K
PV
611
Private Vista
Illinois
$560K -$12.4K -432 -2%
HKAM
612
Horizon Kinetics Asset Management
New York
$556K
BOS
613
Bingham Osborn & Scarborough
California
$555K +$11.6K +403 +2%
Chevy Chase Trust
614
Chevy Chase Trust
Maryland
$555K +$47.5K +1,650 +9%
RB
615
Rodgers Brothers
Pennsylvania
$553K +$23.1K +800 +4%
CFGS
616
Concourse Financial Group Securities
Alabama
$552K +$15.6K +541 +3%
DAM
617
Delta Asset Management
Tennessee
$549K -$2.31K -80 -0.4%
SWP
618
Strategic Wealth Partners
Ohio
$548K -$66.6K -2,311 -11%
WCM
619
Whitener Capital Management
North Carolina
$548K +$173 +6 +0%
FHA
620
Flagship Harbor Advisors
Massachusetts
$545K +$11.8K +410 +2%
PJSIMP
621
P.J. Schmidt Investment Management (PJS)
Wisconsin
$544K
ACI
622
Alpha Cubed Investments
California
$542K -$153K -5,312 -22%
GAM
623
Gould Asset Management
California
$539K -$17.3K -600 -3%
RCYC
624
Richard C. Young & Co
Rhode Island
$536K +$4.96K +172 +0.9%
BFG
625
Beacon Financial Group
Texas
$535K -$19.5K -676 -4%

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.