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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
TAM
651
Tocqueville Asset Management
New York
$544K -$64.8K -2,391 -11%
BAS
652
Brown Advisory Securities
Maryland
$544K +$54.2K +2,000 +12%
Cetera Investment Advisers
653
Cetera Investment Advisers
Illinois
$543K +$7.32K +270 +1%
Chevy Chase Trust
654
Chevy Chase Trust
Maryland
$540K -$173K -6,400 -25%
ACM
655
Ayrshire Capital Management
Connecticut
$538K +$517K +19,092 New
FMBTD
656
First Midwest Bank Trust Division
Illinois
$534K -$144K -5,329 -22%
BFG
657
Beacon Financial Group
Texas
$534K -$53.4K -1,972 -9%
DAM
658
Delta Asset Management
Tennessee
$534K
RWP
659
RWA Wealth Partners
Massachusetts
$532K +$60.2K +2,220 +13%
AIM
660
Alhambra Investment Management
Florida
$532K +$512K +18,882 New
PJSIMP
661
P.J. Schmidt Investment Management (PJS)
Wisconsin
$531K
ZCA
662
Zeke Capital Advisors
Pennsylvania
$529K
APP
663
Avantax Planning Partners
Iowa
$527K -$19K -701 -4%
PP
664
PagnatoKarp Partners
Virginia
$527K +$7.94K +293 +2%
GAM
665
Gould Asset Management
California
$526K
KWM
666
Kingsview Wealth Management
Oregon
$525K +$88.4K +3,262 +21%
PV
667
Private Vista
Illinois
$522K -$23.9K -880 -5%
Comerica Bank
668
Comerica Bank
Texas
$519K -$209K -7,696 -28%
YAL
669
Your Advocates Ltd
Texas
$519K +$499K +18,419 New
SSG
670
Summit Securities Group
New York
$518K +$10.8K +400 +2%
DWT
671
Dorsey & Whitney Trust
South Dakota
$517K +$6.04K +223 +1%
FFA
672
First Foundation Advisors
California
$513K
WA
673
Wealth Alliance
New York
$510K +$490K +18,096 New
AIP
674
Ameritas Investment Partners
Nebraska
$508K -$1.37M -50,600 -74%
BCM
675
BTR Capital Management
California
$508K

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.