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Enterprise Products Partners

1,075 hedge funds and large institutions have $23.1B invested in Enterprise Products Partners in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 358 increasing their positions, 357 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $155M | Put options by funds: $81.2M

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

3% more funds holding

Funds holding: 1,0411,075 (+34)

0% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 357

0.22% more ownership

Funds ownership: 36.76%36.98% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

0% less capital invested

Capital invested by funds: $23.2B → $23.1B (-$95.8M)

Holders
1,075
Holders Change
+34
Holders Change %
+3.27%
% of All Funds
23.57%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.86%
New
100
Increased
358
Reduced
357
Closed
59
Calls
$155M
Puts
$81.2M
Net Calls
+$74M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DSAM
876
Dock Street Asset Management
Florida
$240K
BWP
877
BSW Wealth Partners
Colorado
$238K +$2.42K +83 +1%
SL
878
Summitry LLC
California
$237K
SFG
879
Sather Financial Group
Texas
$237K +$291 +10 +0.1%
RWA
880
Ropes Wealth Advisors
Massachusetts
$236K -$8.01K -275 -3%
MA
881
MONECO Advisors
Connecticut
$236K +$5.91K +203 +3%
PAMG
882
Patton Albertson Miller Group
Tennessee
$235K -$49.5K -1,700 -17%
CG
883
Caprock Group
Idaho
$235K
Bank of Nova Scotia
884
Bank of Nova Scotia
Ontario, Canada
$234K +$728 +25 +0.3%
BOTW
885
Bank of the West
California
$233K -$48.1K -1,653 -17%
SEM
886
Suncoast Equity Management
Florida
$233K
TFA
887
Toth Financial Advisory
Virginia
$233K +$12.8K +440 +6%
HSA
888
HBK Sorce Advisory
Pennsylvania
$233K +$237K +8,136 New
AIM
889
Axiom Investment Management
New York
$232K -$197K -6,779 -46%
LNWWM
890
Laird Norton Wetherby Wealth Management
California
$231K +$4.02K +138 +2%
BWM
891
BerganKDV Wealth Management
Minnesota
$231K +$235K +8,080 New
OAM
892
Oak Asset Management
California
$230K +$234K +8,035 New
KB
893
Kimelman & Baird
New York
$229K -$7.28K -250 -3%
MCM
894
Mengis Capital Management
Oregon
$229K
GI
895
GS Investments
Minnesota
$229K
HFS
896
Howard Financial Services
Texas
$227K -$582 -20 -0.3%
AIM
897
Avity Investment Management
Connecticut
$227K
SF
898
Summit Financial
New Jersey
$226K -$688K -23,634 -92%
SFG
899
StrategIQ Financial Group
Indiana
$225K +$230K +7,886 New
KFA
900
Kelleher Financial Advisors
New York
$224K -$31.1K -1,067 -12%

EPD Hedge Fund Activity: Q3 2019 in Review

1,075 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2019, worth a combined $23.1B — down 0.41% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new EPD positions and 59 closed out — a net gain of 41 holders — while 358 added to existing stakes and 357 trimmed.

The largest buyer was Natixis, adding an estimated $210M. The largest seller was Brookfield Corp, exiting entirely with an estimated $433M sold.

  • 1,075 institutional investors held Enterprise Products Partners (EPD) as of Q3 2019, up from 1,041 in Q2 2019.
  • Funds reported $23.1B of Enterprise Products Partners stock for Q3 2019, down 0.41% quarter-over-quarter.
  • 100 funds opened new Enterprise Products Partners positions in Q3 2019 and 59 closed out, a net change of +41 holders.
  • The largest Enterprise Products Partners buyer in Q3 2019 was Natixis, an estimated $210M added.
  • The largest Enterprise Products Partners seller in Q3 2019 was Brookfield Corp, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2019.