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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
SDWIA
676
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$507K +$22.4K +825 +5%
IAP
677
Indie Asset Partners
Indiana
$507K +$488K +17,996 New
IWA
678
Intercontinental Wealth Advisors
Texas
$505K -$735K -27,106 -59%
ACI
679
Alpha Cubed Investments
California
$505K +$5.42K +200 +1%
BCM
680
Blume Capital Management
California
$501K -$178K -6,580 -27%
GAG
681
GM Advisory Group
New York
$501K
FHA
682
Flagship Harbor Advisors
Massachusetts
$500K -$17.8K -656 -4%
RIG
683
Roosevelt Investment Group
New York
$500K +$123K +4,521 +34%
S
684
SignatureFD
Georgia
$498K -$54.2K -2,000 -10%
IA
685
IFG Advisory
Georgia
$495K -$66.9K -2,468 -12%
EWM
686
Empirical Wealth Management
Washington
$493K +$82.6K +3,049 +21%
PC
687
Port Capital
Illinois
$491K
AFP
688
Ausdal Financial Partners
Iowa
$491K +$15.4K +570 +3%
SYBT
689
Stock Yards Bank & Trust
Kentucky
$489K
DAM
690
Diamant Asset Management
Connecticut
$487K
NNP
691
Nachman Norwood & Parrott
South Carolina
$487K +$73.5K +2,712 +19%
WTC
692
WhitTier Trust Company
Nevada
$484K
NSIM
693
North Star Investment Management
Illinois
$481K
JPMIA
694
J.P. Marvel Investment Advisors
Massachusetts
$479K
RC
695
RegentAtlantic Capital
New Jersey
$479K +$461K +17,026 New
HW
696
Hancock Whitney
Mississippi
$476K
WC
697
Whitnell & Co
Illinois
$476K
SMC
698
Smith, Moore & Co
Missouri
$474K -$9.49K -350 -2%
CCMW
699
Cypress Capital Management (Wyoming)
Wyoming
$471K -$6.78K -250 -1%
SB
700
Simmons Bank
Arkansas
$470K -$108K -4,000 -19%

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.