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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
BCWM
826
Blue Chip Wealth Management
Florida
$276K
TLP
827
Trinity Legacy Partners
Texas
$274K +$277K +9,624 New
RFN
828
RDA Financial Network
Iowa
$273K +$67.1K +2,328 +33%
ONST
829
Old North State Trust
North Carolina
$272K -$11.6K -401 -4%
SNBOSCI
830
Security National Bank of Sioux City Iowa
Iowa
$271K
AllianceBernstein
831
AllianceBernstein
Tennessee
$270K -$45.8K -1,590 -15%
VBFG
832
Vishria Bird Financial Group
Tennessee
$268K
VAM
833
Verity Asset Management
North Carolina
$268K +$31.4K +1,090 +13%
GIM
834
Greylin Investment Management
Virginia
$267K
CAL
835
Capital Advisors Ltd
Ohio
$266K -$170K -5,884 -39%
AFM
836
Abbot Financial Management
Massachusetts
$266K
MPI
837
Mairs & Power Inc
Minnesota
$266K
GW
838
GW & Wade
Massachusetts
$265K
SCCM
839
Schafer Cullen Capital Management
New York
$264K +$3.31K +115 +1%
VWA
840
V Wealth Advisors
Kansas
$263K -$13.5K -467 -5%
BCM
841
Brookstone Capital Management
Illinois
$263K -$7.29K -253 -3%
BMM
842
Buffington Mohr McNeal
Idaho
$262K -$7.55K -262 -3%
MCA
843
Mercer Capital Advisers
New Jersey
$262K
CL
844
Choreo LLC
Illinois
$262K +$14.8K +513 +6%
JCM
845
Jacobi Capital Management
Pennsylvania
$261K +$6.95K +241 +3%
SCM
846
Sterneck Capital Management
Missouri
$260K
MWM
847
Mission Wealth Management
California
$257K +$256K +8,893 New
KFA
848
Kelleher Financial Advisors
New York
$256K +$257K +8,905 New
CMI
849
Clare Market Investments
Texas
$252K +$31.6K +1,098 +14%
RWM
850
Rench Wealth Management
Texas
$249K +$3.72K +129 +2%

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.