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Enterprise Products Partners

1,075 hedge funds and large institutions have $23.1B invested in Enterprise Products Partners in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 358 increasing their positions, 357 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $155M | Put options by funds: $81.2M

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

3% more funds holding

Funds holding: 1,0411,075 (+34)

0% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 357

0.22% more ownership

Funds ownership: 36.76%36.98% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

0% less capital invested

Capital invested by funds: $23.2B → $23.1B (-$95.8M)

Holders
1,075
Holders Change
+34
Holders Change %
+3.27%
% of All Funds
23.57%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.86%
New
100
Increased
358
Reduced
357
Closed
59
Calls
$155M
Puts
$81.2M
Net Calls
+$74M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
826
Foresight Wealth Management
Utah
$282K -$69.6K -2,390 -20%
KFP
827
KMG Fiduciary Partners
Ohio
$281K
JCM
828
Jacobi Capital Management
Pennsylvania
$280K +$22.4K +771 +9%
GT
829
Glenview Trust
Kentucky
$278K
WCA
830
Westover Capital Advisors
Delaware
$275K
RA
831
RFG Advisory
Alabama
$275K +$280K +9,630 New
BFM
832
Boston Financial Management
Massachusetts
$273K -$349K -11,990 -56%
BCWM
833
Blue Chip Wealth Management
Florida
$273K
NC
834
NBW Capital
Massachusetts
$272K -$100K -3,434 -27%
ONST
835
Old North State Trust
North Carolina
$270K
CCA
836
Conservest Capital Advisors
Pennsylvania
$269K -$78.8K -2,707 -22%
KMWM
837
Keudell/Morrison Wealth Management
Oregon
$269K +$18.5K +634 +7%
VWM
838
Valley Wealth Managers
New Jersey
$268K -$21.8K -750 -7%
DBIA
839
Dumont & Blake Investment Advisors
New Jersey
$268K -$17.5K -600 -6%
SNBOSCI
840
Security National Bank of Sioux City Iowa
Iowa
$268K
TLP
841
Trinity Legacy Partners
Texas
$267K +$1.43K +49 +0.5%
VBFG
842
Vishria Bird Financial Group
Tennessee
$266K
VAM
843
Verity Asset Management
North Carolina
$266K +$728 +25 +0.3%
VHAM
844
Van Hulzen Asset Management
California
$266K +$46.6K +1,600 +21%
GIM
845
Greylin Investment Management
Virginia
$264K
RWM
846
Rench Wealth Management
Texas
$264K +$18.5K +636 +7%
AFM
847
Abbot Financial Management
Massachusetts
$263K
MPI
848
Mairs & Power Inc
Minnesota
$263K
PB
849
Pinnacle Bancorp
Nebraska
$261K -$23.3K -800 -8%
UAS
850
United Asset Strategies
New York
$260K -$35.9K -1,232 -12%

EPD Hedge Fund Activity: Q3 2019 in Review

1,075 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2019, worth a combined $23.1B — down 0.41% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new EPD positions and 59 closed out — a net gain of 41 holders — while 358 added to existing stakes and 357 trimmed.

The largest buyer was Natixis, adding an estimated $210M. The largest seller was Brookfield Corp, exiting entirely with an estimated $433M sold.

  • 1,075 institutional investors held Enterprise Products Partners (EPD) as of Q3 2019, up from 1,041 in Q2 2019.
  • Funds reported $23.1B of Enterprise Products Partners stock for Q3 2019, down 0.41% quarter-over-quarter.
  • 100 funds opened new Enterprise Products Partners positions in Q3 2019 and 59 closed out, a net change of +41 holders.
  • The largest Enterprise Products Partners buyer in Q3 2019 was Natixis, an estimated $210M added.
  • The largest Enterprise Products Partners seller in Q3 2019 was Brookfield Corp, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2019.