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
IAN
751
Integrated Advisors Network
Texas
$401K +$386K +14,228 New
LA
752
Legacy Advisors
Pennsylvania
$400K +$1.92K +71 +0.5%
SCA
753
Sippican Capital Advisors
Massachusetts
$398K -$108 -4 -0%
SWP
754
Strategic Wealth Partners
Ohio
$396K -$144K -5,326 -27%
EPWM
755
Essex Private Wealth Management
Massachusetts
$395K +$380K +14,033 New
22CM
756
20/20 Capital Management
California
$395K +$416K +15,339 New
FNT
757
First National Trust
Pennsylvania
$394K -$79.3K -2,924 -17%
PCM
758
Perritt Capital Management
Illinois
$394K
WAM
759
Weatherly Asset Management
California
$390K
FC
760
Forte Capital
New York
$389K -$27.3K -1,006 -7%
CG
761
CFO4Life Group
Texas
$389K +$7.89K +291 +2%
NWS
762
Newport Wealth Strategies
California
$389K +$40.7K +1,500 +12%
SRC
763
Shufro Rose & Co
New York
$387K +$51.5K +1,900 +16%
TIM
764
Tortoise Investment Management
New York
$386K
PAS
765
Park Avenue Securities
New York
$385K +$34.6K +1,276 +10%
RFN
766
RDA Financial Network
Iowa
$385K +$62.3K +2,299 +19%
CM
767
Caption Management
Oklahoma
$383K
JWCA
768
J.W. Cole Advisors
Florida
$383K +$369K +13,613 New
BJL
769
Brighton Jones LLC
Washington
$382K +$21K +776 +6%
SBSB
770
Sullivan, Bruyette, Speros & Blaney
Virginia
$382K +$186K +6,850 +102%
KFGK
771
Keystone Financial Group (Kentucky)
Kentucky
$379K
CCA
772
Covey Capital Advisors
Georgia
$379K +$365K +13,460 New
PFM
773
Parsec Financial Management
North Carolina
$378K -$4.88K -180 -1%
FCMT
774
Founders Capital Management (Texas)
Texas
$378K +$271 +10 +0.1%
G
775
GenTrust
Florida
$377K

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.