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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
FHA
601
First Horizon Advisors
Tennessee
$679K -$5.88K -217 -0.9%
AG
602
Aperio Group
California
$678K -$23.9K -880 -4%
BCA
603
Bay Colony Advisors
Massachusetts
$678K +$85.6K +3,157 +15%
SDAM
604
Shulman DeMeo Asset Management
New York
$671K -$61.1K -2,255 -9%
NWP
605
Northstar Wealth Partners
Connecticut
$671K +$43.3K +1,596 +7%
GFP
606
Gryphon Financial Partners
Ohio
$670K -$19.2K -710 -3%
SC
607
Slow Capital
California
$670K +$645K +23,787 New
MCM
608
Maryland Capital Management
Maryland
$667K -$1.19K -44 -0.2%
WF
609
Welch & Forbes
Massachusetts
$661K
AWA
610
Acorn Wealth Advisors
Michigan
$660K -$90.7K -3,348 -13%
FMW
611
Farr Miller & Washington
District of Columbia
$660K +$11.1K +408 +2%
AIM
612
Anchor Investment Management
South Carolina
$656K -$1.08K -40 -0.2%
EWM
613
Evermay Wealth Management
Virginia
$653K -$68.8K -2,540 -10%
BUB
614
BBVA USA Bancshares
Texas
$650K -$25.3K -932 -4%
FWM
615
Frontier Wealth Management
Missouri
$646K -$44.7K -1,650 -7%
CRIG
616
Charter Research & Investment Group
Connecticut
$644K -$48.8K -1,800 -7%
CIA
617
Cascade Investment Advisors
Oregon
$643K -$16.3K -600 -3%
MAM
618
Mark Asset Management
New York
$643K
WT
619
Washington Trust
Rhode Island
$643K +$150K +5,536 +32%
RFO
620
RiverGlades Family Offices
Florida
$640K
SF
621
Summit Financial
New Jersey
$632K +$554K +20,455 +1,027%
ANI
622
American National Insurance
Texas
$631K -$298K -11,000 -33%
WAM
623
Wealthspire Advisors (Maryland)
Maryland
$631K +$16.3K +600 +3%
PFA
624
Pettinga Financial Advisors
Indiana
$628K +$65K +2,400 +12%
PFS
625
Prospera Financial Services
Texas
$627K +$49.2K +1,814 +9%

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.