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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$81.7M +$1.29M +47,494 +3%
NMIMC
52
Northwestern Mutual Investment Management Company
Wisconsin
$75.5M -$6.02M -222,009 -8%
RRAM
53
River Road Asset Management
Kentucky
$73.3M +$36.1M +1,332,737 +105%
Citigroup
54
Citigroup
New York
$73.1M -$64.3M -2,373,819 -48%
Stifel Financial
55
Stifel Financial
Missouri
$70.6M -$1.33M -49,177 -2%
TA
56
Tiedemann Advisors
New York
$66.3M -$4.67M -172,268 -7%
BMO
57
Beck Mack & Oliver
New York
$64.6M +$4.42M +163,190 +8%
ST
58
Sentinel Trust
Texas
$60.2M
WHRC
59
W.H. Reaves & Co
New Jersey
$60.2M +$2.02M +74,550 +4%
BIC
60
Beach Investment Counsel
Pennsylvania
$59.6M -$3.33M -122,704 -5%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$58.2M -$2.48M -91,449 -4%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$56.1M -$3.94M -145,253 -7%
Barclays
63
Barclays
United Kingdom
$55.9M -$82.9M -3,056,940 -61%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$52.7M +$10.8M +397,900 +27%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$52.5M -$197K -7,268 -0.4%
NC
66
Nicholas Company
Wisconsin
$52.4M +$596K +22,000 +1%
VNIM
67
Vaughan Nelson Investment Management
Texas
$51.5M -$739K -27,275 -1%
Victory Capital Management
68
Victory Capital Management
Texas
$51.4M -$7.2M -265,470 -13%
BG
69
Bollard Group
Massachusetts
$50.5M +$960K +35,411 +2%
NIMC
70
NWQ Investment Management Company
California
$48.3M +$4.65M +171,650 +11%
WJWM
71
Williams Jones Wealth Management
New York
$47.9M -$1.23M -45,470 -3%
Macquarie Group
72
Macquarie Group
Australia
$46M +$30.6M +1,127,521 +223%
TIM
73
Thornburg Investment Management
New Mexico
$42.2M
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$42.1M +$38.4M +1,416,657 +1,835%
Jennison Associates
75
Jennison Associates
New York
$41.9M -$460K -16,954 -1%

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.