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Enterprise Products Partners

1,075 hedge funds and large institutions have $23.1B invested in Enterprise Products Partners in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 358 increasing their positions, 357 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $155M | Put options by funds: $81.2M

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

3% more funds holding

Funds holding: 1,0411,075 (+34)

0% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 357

0.22% more ownership

Funds ownership: 36.76%36.98% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

0% less capital invested

Capital invested by funds: $23.2B → $23.1B (-$95.8M)

Holders
1,075
Holders Change
+34
Holders Change %
+3.27%
% of All Funds
23.57%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.86%
New
100
Increased
358
Reduced
357
Closed
59
Calls
$155M
Puts
$81.2M
Net Calls
+$74M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
626
Avantax Planning Partners
Iowa
$555K +$80.3K +2,758 +17%
WCM
627
Whitener Capital Management
North Carolina
$547K +$5.33K +183 +1%
DAM
628
Delta Asset Management
Tennessee
$542K -$1.17K -40 -0.2%
Cetera Investment Advisers
629
Cetera Investment Advisers
Illinois
$542K +$47.3K +1,624 +9%
PJSIMP
630
P.J. Schmidt Investment Management (PJS)
Wisconsin
$539K
ZCA
631
Zeke Capital Advisors
Pennsylvania
$537K +$547K +18,787 New
MIAN
632
Mariner Independent Advisor Network
Kansas
$535K -$90.4K -3,106 -14%
GAM
633
Gould Asset Management
California
$534K
HW
634
Hancock Whitney
Mississippi
$534K
RCYC
635
Richard C. Young & Co
Rhode Island
$533K +$2.01K +69 +0.4%
BOS
636
Bingham Osborn & Scarborough
California
$531K -$19.7K -675 -4%
FHA
637
Flagship Harbor Advisors
Massachusetts
$526K -$13.7K -469 -2%
PP
638
PagnatoKarp Partners
Virginia
$526K +$7.8K +268 +1%
CIAS
639
Capital Investment Advisory Services
North Carolina
$521K +$29.1K +1,000 +6%
FFA
640
First Foundation Advisors
California
$520K +$120K +4,106 +29%
DWT
641
Dorsey & Whitney Trust
South Dakota
$519K -$67.1K -2,306 -11%
RB
642
Rodgers Brothers
Pennsylvania
$516K -$32K -1,100 -6%
BCM
643
BTR Capital Management
California
$516K
SSG
644
Summit Securities Group
New York
$514K +$102K +3,500 +24%
GAG
645
GM Advisory Group
New York
$509K +$74.5K +2,558 +17%
ACI
646
Alpha Cubed Investments
California
$507K -$29.8K -1,025 -5%
MGIA
647
Moneta Group Investment Advisors
Missouri
$504K +$30.4K +1,043 +6%
AFP
648
Ausdal Financial Partners
Iowa
$499K -$437 -15 -0.1%
PC
649
Port Capital
Illinois
$499K
CBA
650
Coastal Bridge Advisors
Connecticut
$499K +$508K +17,455 New

EPD Hedge Fund Activity: Q3 2019 in Review

1,075 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2019, worth a combined $23.1B — down 0.41% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new EPD positions and 59 closed out — a net gain of 41 holders — while 358 added to existing stakes and 357 trimmed.

The largest buyer was Natixis, adding an estimated $210M. The largest seller was Brookfield Corp, exiting entirely with an estimated $433M sold.

  • 1,075 institutional investors held Enterprise Products Partners (EPD) as of Q3 2019, up from 1,041 in Q2 2019.
  • Funds reported $23.1B of Enterprise Products Partners stock for Q3 2019, down 0.41% quarter-over-quarter.
  • 100 funds opened new Enterprise Products Partners positions in Q3 2019 and 59 closed out, a net change of +41 holders.
  • The largest Enterprise Products Partners buyer in Q3 2019 was Natixis, an estimated $210M added.
  • The largest Enterprise Products Partners seller in Q3 2019 was Brookfield Corp, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2019.