We are live on ! Find out more
EPD icon

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
KMWM
851
Keudell/Morrison Wealth Management
Oregon
$249K +$19.7K +685 +8%
YIA
852
YHB Investment Advisors
Connecticut
$248K -$11.5K -400 -4%
RWA
853
Ropes Wealth Advisors
Massachusetts
$247K -$33.3K -1,155 -12%
GGI
854
Godsey & Gibb Inc
Virginia
$245K -$8.64K -300 -3%
SAM
855
Shikiar Asset Management
New York
$245K
DSAM
856
Dock Street Asset Management
Florida
$243K
CHA
857
Carmichael Hill & Associates
Maryland
$242K
NFG
858
Next Financial Group
Texas
$242K +$125K +4,322 +107%
SL
859
Summitry LLC
California
$240K
SFG
860
Sather Financial Group
Texas
$239K
CG
861
Caprock Group
Idaho
$238K -$23.4K -811 -9%
BWP
862
BSW Wealth Partners
Colorado
$238K +$2.28K +79 +1%
KB
863
Kimelman & Baird
New York
$238K +$7.2K +250 +3%
SEM
864
Suncoast Equity Management
Florida
$235K -$129K -4,485 -35%
Bank of Nova Scotia
865
Bank of Nova Scotia
Ontario, Canada
$234K -$720 -25 -0.3%
CM
866
Caption Management
Oklahoma
$234K
AM
867
Ares Management
California
$233K -$512K -17,757 -69%
CB
868
Cadence Bank
Mississippi
$233K
MA
869
MONECO Advisors
Connecticut
$232K +$1.58K +55 +0.7%
PAS
870
Partnervest Advisory Services
California
$231K -$25.7K -892 -10%
MCM
871
Mengis Capital Management
Oregon
$231K
PP
872
Palladium Partners
Virginia
$231K
GI
873
GS Investments
Minnesota
$231K
HFS
874
Howard Financial Services
Texas
$230K +$1.41K +49 +0.6%
AIM
875
Avity Investment Management
Connecticut
$230K +$229K +7,950 New

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.