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Enterprise Products Partners
EPD

Overview Fund Activity

1,006 hedge funds and large institutions have $11B invested in Enterprise Products Partners in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 357 increasing their positions, 390 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-138
Holders Change %
-12.06%
% of All Funds
22.22%
Holding in Top 10
60
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-18.92%
% of All Funds
1.33%
New
73
Increased
357
Reduced
390
Closed
196
Calls
$119M
Puts
$103M
Net Calls
+$15.7M
Net Calls Change
-$124M

Top Buyers

1
Blackstone Inc
Blackstone Inc
New York
+$325M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$80.3M
3
Citigroup
Citigroup
New York
+$68.3M
4
HFA
Harvest Fund Advisors
Pennsylvania
+$60.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$57.2M

Top Sellers

1
TCA
Tortoise Capital Advisors
Kansas
-$199M
2
KACA
Kayne Anderson Capital Advisors
California
-$125M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$120M
4
UBS Group
UBS Group
Switzerland
-$86.8M
5
Wells Fargo
Wells Fargo
California
-$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
826
Shepherd Kaplan Krochuk
Massachusetts
$145K +$145K +10,162 New
BCM
827
Brookstone Capital Management
Illinois
$144K -$10.7K -749 -7%
PFGIA
828
Patriot Financial Group Insurance Agency
Massachusetts
$144K -$7.32K -513 -5%
CPO
829
Cerity Partners OCIO
New York
$144K +$16.2K +1,134 +13%
AC
830
Almitas Capital
California
$143K – – –
LWP
831
Legacy Wealth Planning
Nevada
$143K +$2.57K +180 +2%
EIP
832
Ellis Investment Partners
Pennsylvania
$142K +$633 +46 +0.4%
RWA
833
Ropes Wealth Advisors
Massachusetts
$142K +$26.8K +1,875 +23%
HIA
834
Harbor Investment Advisory
Maryland
$141K -$93.1K -6,523 -40%
RFWA
835
RPg Family Wealth Advisory
Massachusetts
$135K +$6.92K +484 +5%
AF
836
Advisornet Financial
Minnesota
$131K -$40.3K -2,816 -24%
BWL
837
Bogart Wealth LLC
Virginia
$131K -$9.81K -687 -7%
BFM
838
Boston Financial Management
Massachusetts
$131K -$5.95K -415 -4%
MCA
839
Mercer Capital Advisers
New Jersey
$130K – – –
LC
840
Lindbrook Capital
California
$130K +$16.1K +1,120 +14%
CHA
841
Carmichael Hill & Associates
Maryland
$129K +$2.85K +200 +2%
BFEC
842
Benjamin F. Edwards & Company
Missouri
$128K -$13.3K -936 -9%
HFA
843
HC Financial Advisors
California
$124K – – –
PB
844
Pinnacle Bancorp
Nebraska
$123K -$7.66K -535 -6%
GSWM
845
Golden State Wealth Management
California
$123K +$123K +8,576 New
Loomis, Sayles & Company
846
Loomis, Sayles & Company
Massachusetts
$120K -$609K -42,525 -84%
FANJ
847
Financial Architects (New Jersey)
New Jersey
$120K -$47.2K -3,315 -28%
PFO
848
Pathstone Family Office
New Jersey
$119K +$119K +8,307 New
TRCT
849
Tower Research Capital (TRC)
New York
$118K +$83.8K +5,885 +245%
APWM
850
Atlas Private Wealth Management
New York
$116K -$1K -70 -0.9%
32 33
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