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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
FNT
876
First Nebraska Trust
Nebraska
$229K +$231K +8,000 New
LNWWM
877
Laird Norton Wetherby Wealth Management
California
$229K -$31.5K -1,092 -12%
IWC
878
Integrated Wealth Concepts
Massachusetts
$227K +$306K +10,624 New
HVIA
879
Hudson Valley Investment Advisors
New York
$226K -$8.18K -284 -3%
HIM
880
Hotaling Investment Management
Pennsylvania
$226K
CA
881
Cumberland Advisors
Florida
$226K +$226K +7,840 New
BAC
882
Boys Arnold & Co
North Carolina
$224K
CCM
883
Colorado Capital Management
Colorado
$223K -$49.5K -1,718 -18%
CHJWM
884
Carlton Hofferkamp & Jenks Wealth Management
Texas
$223K
MSA
885
Marino Stram & Associates
Massachusetts
$223K +$346 +12 +0.2%
SVWAG
886
Sound View Wealth Advisors Group
Georgia
$223K +$222K +7,710 New
VHAM
887
Van Hulzen Asset Management
California
$223K +$223K +7,722 New
BL
888
BCWM LLC
Kansas
$222K
TFA
889
Toth Financial Advisory
Virginia
$222K +$8.47K +294 +4%
BFC
890
Blue Fin Capital
Rhode Island
$220K +$221K +7,653 New
AFM
891
Andesa Financial Management
Pennsylvania
$219K -$514K -17,842 -70%
WFM
892
Wolff Financial Management
Michigan
$219K
SAM
893
SignalPoint Asset Management
Missouri
$217K -$2.1K -73 -1%
MIM
894
Miller Investment Management
Pennsylvania
$217K
FHC
895
First Heartland Consultants
Missouri
$217K +$864 +30 +0.4%
BOPW
896
Brandywine Oak Private Wealth
Pennsylvania
$217K +$1.3K +45 +0.6%
GA
897
GFS Advisors
Texas
$217K +$216K +7,500 New
SFG
898
StrategIQ Financial Group
Indiana
$216K
WMC
899
Westwood Management Corporation
Illinois
$216K
NB
900
Northwest Bancshares
Pennsylvania
$214K -$157K -5,449 -42%

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.