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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
AI
801
Atria Investments
North Carolina
$352K +$338K +12,483 New
TD Asset Management
802
TD Asset Management
Ontario, Canada
$349K -$46.1K -1,700 -12%
MA
803
MCF Advisors
Kentucky
$348K -$61K -2,250 -15%
CWM
804
Cornerstone Wealth Management
Missouri
$347K -$39.7K -1,464 -11%
HCM
805
Howland Capital Management
Massachusetts
$346K
VCP
806
Verus Capital Partners
Arizona
$343K +$331K +12,196 New
ANRIA
807
American National Registered Investment Advisor
Texas
$342K
KFA
808
Kelleher Financial Advisors
New York
$342K +$117K +4,323 +55%
DWM
809
Doyle Wealth Management
Florida
$340K +$7.75K +286 +2%
BG
810
Berry Group
Massachusetts
$339K +$326K +12,022 New
NME
811
Notis-McConarty Edward
$338K
SG
812
Somerset Group
Minnesota
$338K
APW
813
Austin Private Wealth
Texas
$338K +$325K +12,000 New
AF
814
Advisornet Financial
Minnesota
$337K -$275K -10,138 -46%
KC
815
Kingfisher Capital
North Carolina
$337K +$325K +11,985 New
QWM
816
QP Wealth Management
New Jersey
$337K +$344K +12,688 New
Carson Wealth (CWM LLC)
817
Carson Wealth (CWM LLC)
Nebraska
$333K
MMA
818
Miracle Mile Advisors
California
$333K +$5.42K +200 +2%
IWC
819
Integrated Wealth Concepts
Massachusetts
$333K +$78.1K +2,881 +32%
FANJ
820
Financial Architects (New Jersey)
New Jersey
$331K -$219K -8,074 -41%
PP
821
Patten & Patten
Tennessee
$331K +$22.9K +844 +8%
TIM
822
Thompson Investment Management
Wisconsin
$330K
WP
823
WealthSource Partners
California
$330K +$18.4K +678 +6%
BO
824
BRR OpCo
Ohio
$329K
HWM
825
Holloway Wealth Management
Florida
$328K

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.