We are live on ! Find out more
EPD icon

Enterprise Products Partners

1,041 hedge funds and large institutions have $23.2B invested in Enterprise Products Partners in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 377 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $207M | Put options by funds: $63.8M

12% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 338

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.18% less ownership

Funds ownership: 36.94%36.76% (-0.18%)

1% less funds holding

Funds holding: 1,0501,041 (-9)

1% less capital invested

Capital invested by funds: $23.5B → $23.2B (-$287M)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

Holders
1,041
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
22.61%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.85%
New
71
Increased
377
Reduced
338
Closed
67
Calls
$207M
Puts
$63.8M
Net Calls
+$143M
Net Calls Change
-$65M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
801
1834 Investment Advisors
Wisconsin
$301K +$23.1K +800 +8%
DWM
802
Destination Wealth Management
California
$299K -$101K -3,507 -25%
UAS
803
United Asset Strategies
New York
$298K -$6.95K -241 -2%
ACM
804
Azimuth Capital Management
Michigan
$297K -$28.8K -1,000 -9%
BMA
805
Brooks Moore & Associates
Tennessee
$297K
VWM
806
Valley Wealth Managers
New Jersey
$292K +$25.9K +900 +10%
FIB
807
First Interstate Bank
Montana
$291K -$21.6K -750 -7%
AC
808
Almitas Capital
California
$289K
DBIA
809
Dumont & Blake Investment Advisors
New Jersey
$288K
SC
810
Savant Capital
Illinois
$288K +$288K +9,979 New
BC
811
Bartlett & Co
Ohio
$287K
PB
812
Pinnacle Bancorp
Nebraska
$287K
BCWM
813
Bartlett & Co Wealth Management
Ohio
$287K
TSW
814
Thompson Siegel & Walmsley
Virginia
$285K
CAM
815
Columbia Asset Management
Michigan
$284K -$605K -20,980 -68%
SRC
816
Shufro Rose & Co
New York
$284K -$4.81K -167 -2%
KFP
817
KMG Fiduciary Partners
Ohio
$284K +$9.83K +341 +4%
BOTW
818
Bank of the West
California
$283K
SSWM
819
Smith Salley Wealth Management
North Carolina
$283K +$283K +9,805 New
PAMG
820
Patton Albertson Miller Group
Tennessee
$282K +$286K +9,925 New
GT
821
Glenview Trust
Kentucky
$281K -$1.15K -40 -0.4%
AAP
822
Arax Advisory Partners
Colorado
$281K +$281K +9,748 New
CF
823
Centaurus Financial
California
$280K +$273K +9,487 +4,767%
WCA
824
Westover Capital Advisors
Delaware
$278K
PP
825
Patten & Patten
Tennessee
$277K +$17.3K +599 +7%

EPD Hedge Fund Activity: Q2 2019 in Review

1,041 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2019, worth a combined $23.2B — down 1.2% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EPD positions and 67 closed out — a net gain of 4 holders — while 377 added to existing stakes and 338 trimmed.

The largest buyer was Invesco, adding an estimated $477M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $397M sold.

  • 1,041 institutional investors held Enterprise Products Partners (EPD) as of Q2 2019, down from 1,050 in Q1 2019.
  • Funds reported $23.2B of Enterprise Products Partners stock for Q2 2019, down 1.2% quarter-over-quarter.
  • 71 funds opened new Enterprise Products Partners positions in Q2 2019 and 67 closed out, a net change of +4 holders.
  • The largest Enterprise Products Partners buyer in Q2 2019 was Invesco, an estimated $477M added.
  • The largest Enterprise Products Partners seller in Q2 2019 was T. Rowe Price Associates, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2019.