EPD icon

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 %
BWM
851
BerganKDV Wealth Management
Minnesota
$116K – – –
GI
852
GS Investments
Minnesota
$114K – – –
TFA
853
Toth Financial Advisory
Virginia
$111K +$602 +42 +0.5%
ST
854
Smithfield Trust
Pennsylvania
$110K – – –
CAC
855
Certified Advisory Corp
Florida
$107K -$113K -7,900 -51%
WB
856
West Bancorporation
Iowa
$104K – – –
CFG
857
CKW Financial Group
Hawaii
$100K – – –
AP
858
Atwood & Palmer
Missouri
$96K – – –
SIAP
859
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$93K -$24.3K -1,706 -21%
AAP
860
Arax Advisory Partners
Colorado
$90K +$1.49K +104 +2%
CAL
861
Capital Advisors Ltd
Ohio
$88K +$2.38K +167 +3%
ARMC
862
American Research & Management Company
Massachusetts
$86K +$37K +2,600 +76%
LWCFA
863
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K -$16.6K -1,160 -17%
GAM
864
Gemmer Asset Management
California
$82K +$29 +2 +0%
PO
865
Private Ocean
California
$80K +$80K +5,650 New
CAN
866
Claraphi Advisory Network
United States
$78K +$78K +5,435 New
EFSCE
867
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$4.46K -311 -5%
SNT
868
Security National Trust
West Virginia
$76K -$2.87K -200 -4%
AWM
869
Avondale Wealth Management
Texas
$76K – – –
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K – – –
CT
871
Clearstead Trust
Maine
$74K – – –
PGAM
872
Princeton Global Asset Management
New Jersey
$69K +$22.7K +1,600 +49%
TSW
873
Thompson Siegel & Walmsley
Virginia
$65K -$64.2K -4,467 -50%
HI
874
Hudock Inc
Pennsylvania
$65K +$7.48K +524 +13%
HWA
875
HHM Wealth Advisors
Tennessee
$65K +$65K +4,550 New
33 34
35
36 37