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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
HTHT
826
Hemenway Trust Hemenway Trust
New Hampshire
$328K +$316K +11,656 New
PMAM
827
Penn Mutual Asset Management
Pennsylvania
$327K +$314K +11,600 New
CM
828
CoreCommodity Management
Connecticut
$323K
ANTB
829
AMG National Trust Bank
Colorado
$321K
CBTWT
830
Community Bank & Trust (Waco, Texas)
Texas
$320K -$10.8K -400 -3%
BSA
831
Bull Street Advisors
Georgia
$318K
HAM
832
Highstreet Asset Management
Ontario, Canada
$318K +$306K +11,288 New
WA
833
Winfield Associates
Ohio
$314K -$83.6K -3,084 -22%
WWM
834
Western Wealth Management
Colorado
$314K +$786 +29 +0.3%
GIA
835
Granite Investment Advisors
New Hampshire
$313K -$1.08K -40 -0.4%
QCM
836
Quest Capital Management
Texas
$310K -$84.3K -3,110 -22%
MPIA
837
Mountain Pacific Investment Advisers
Idaho
$310K
PCS
838
Personal CFO Solutions
New Jersey
$310K
PIMG
839
Patriot Investment Management Group
Tennessee
$309K +$3.5K +129 +1%
5L
840
55I LLC
Massachusetts
$306K -$6.23K -230 -2%
SNBOSCI
841
Security National Bank of Sioux City Iowa
Iowa
$306K +$40.7K +1,500 +16%
BCM
842
Brookstone Capital Management
Illinois
$305K +$678 +25 +0.2%
AWE
843
Avidian Wealth Enterprises
Texas
$304K -$26K -961 -8%
AWM
844
AllSquare Wealth Management
New York
$304K
VWA
845
V Wealth Advisors
Kansas
$304K
SWM
846
Stockman Wealth Management
Montana
$303K
RMC
847
Regis Management Company
California
$302K
JCM
848
Jag Capital Management
Missouri
$301K -$54.2K -2,000 -16%
FPCG
849
Fort Pitt Capital Group
Pennsylvania
$299K -$74.1K -2,734 -20%
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$813 +30 +0.3%

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.