We are live on ! Find out more
EPD icon

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
SSA
726
South Street Advisors
New York
$429K -$134K -4,938 -24%
GPA
727
Garrison Point Advisors
California
$429K -$21.7K -800 -5%
MSAM
728
Moloney Securities Asset Management
Missouri
$428K -$19.8K -731 -5%
SIG
729
Sargent Investment Group
Maryland
$428K +$65K +2,400 +19%
FCCM
730
First City Capital Management
Georgia
$427K -$27.1K -1,000 -6%
WP
731
WMS Partners
Maryland
$425K +$5.42K +200 +1%
NCM
732
Noesis Capital Mangement
Florida
$421K -$29.8K -1,100 -7%
TWM
733
Tolleson Wealth Management
Texas
$421K
AA
734
Argent Advisors
Louisiana
$419K +$398K +14,676 New
OIA
735
OneDigital Investment Advisors
Kansas
$417K +$14.6K +540 +4%
ISL
736
Ingalls & Snyder LLC
New York
$416K -$37.2K -1,372 -9%
SXL
737
Summit X LLC
Missouri
$414K -$11.6K -428 -3%
JIP
738
JBJ Investment Partners
South Carolina
$414K +$16.1K +593 +4%
CIAS
739
Capital Investment Advisory Services
North Carolina
$413K -$97.2K -3,587 -20%
FAT
740
First American Trust
California
$413K
PCA
741
Personal Capital Advisors
California
$413K +$87.5K +3,227 +28%
PWP
742
Private Wealth Partners
California
$412K -$271K -10,000 -41%
WAP
743
Wealthcare Advisory Partners
Pennsylvania
$409K -$186K -6,862 -32%
MMG
744
Monetary Management Group
Missouri
$409K -$37.9K -1,400 -9%
VFPI
745
Vantage Financial Partners (Illinois)
Illinois
$408K
GFS
746
GYL Financial Synergies
Connecticut
$405K
WIA
747
Westbourne Investment Advisors
Maryland
$403K -$27.1K -1,000 -7%
YIA
748
YHB Investment Advisors
Connecticut
$403K +$149K +5,501 +63%
SAM
749
S.A. Mason
Michigan
$403K +$388K +14,317 New
VCAM
750
Van Cleef Asset Management
Ohio
$401K +$51.5K +1,900 +15%

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.