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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
IAMOG
851
Investors Asset Management of Georgia
Georgia
$298K -$54.2K -2,000 -16%
CAM
852
Carret Asset Management
New York
$298K -$9.49K -350 -3%
BCI
853
Brinker Capital Investments
Pennsylvania
$297K -$79.7K -2,941 -22%
FAG
854
Financial Advisory Group
Texas
$297K
GD
855
Grandfield & Dodd
New York
$296K
ISB
856
Iowa State Bank
Iowa
$296K
TNBTD
857
Trustmark National Bank Trust Department
Mississippi
$296K
1IA
858
1834 Investment Advisors
Wisconsin
$294K
CWM
859
Campbell Wealth Management
Virginia
$293K
ACM
860
Azimuth Capital Management
Michigan
$290K -$54.2K -2,000 -16%
BMA
861
Brooks Moore & Associates
Tennessee
$290K
RCA
862
Rowland Carmichael Advisors
Arizona
$289K -$15.7K -580 -5%
QAM
863
QCI Asset Management
New York
$289K -$5.29K -195 -2%
EIP
864
Ellis Investment Partners
Pennsylvania
$289K -$2.52K -93 -0.9%
VAM
865
Verity Asset Management
North Carolina
$286K +$22.8K +841 +9%
HT
866
HAP Trading
New York
$286K +$276K +10,167 New
AC
867
Almitas Capital
California
$282K
MA
868
MONECO Advisors
Connecticut
$282K +$41.7K +1,538 +19%
EC
869
EJF Capital
Virginia
$282K +$271K +10,000 New
BFEC
870
Benjamin F. Edwards & Company
Missouri
$279K -$88.2K -3,253 -25%
JCM
871
Jacobi Capital Management
Pennsylvania
$279K +$2.11K +78 +0.8%
BWL
872
Bogart Wealth LLC
Virginia
$278K -$2.16M -79,612 -89%
KFP
873
KMG Fiduciary Partners
Ohio
$277K
LWP
874
Legacy Wealth Planning
Nevada
$277K +$267K +9,841 New
CT
875
Caldwell Trust
Florida
$276K +$266K +9,810 New

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.