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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
SC
901
SouthState Corp
Florida
$213K -$412K -14,300 -66%
WMA
902
Wealth Management Associates
New Jersey
$213K +$317 +11 +0.1%
AWM
903
Aries Wealth Management
Maine
$212K
HPIA
904
Hamilton Point Investment Advisors
North Carolina
$211K
ST
905
Smithfield Trust
Pennsylvania
$211K
DLHL
906
Donald L. Hagan LLC
Florida
$211K +$9.08K +315 +4%
LC
907
Lindbrook Capital
California
$210K +$6.92K +240 +3%
FMWA
908
Forvis Mazars Wealth Advisors
Missouri
$209K -$3.98K -138 -2%
BCI
909
Brinker Capital Investments
Pennsylvania
$209K -$2.02K -70 -1%
CCM
910
Carlson Capital Management
Minnesota
$209K
CFG
911
CKW Financial Group
Hawaii
$209K
PCM
912
Parsons Capital Management
Rhode Island
$209K
LBD
913
Landsberg Bennett & Dubbaneh
Florida
$208K +$1.41K +49 +0.7%
SFWA
914
Summit Financial Wealth Advisors
Louisiana
$208K +$207K +7,196 New
CA
915
Commerzbank Aktiengesellschaft
Germany
$205K -$78.3K -2,719 -28%
VCA
916
Verdence Capital Advisors
Maryland
$205K +$204K +7,093 New
NWM
917
Northwest Wealth Management
Iowa
$204K
RCAG
918
Rehmann Capital Advisory Group
Michigan
$203K +$692 +24 +0.3%
PIA
919
Pinion Investment Advisors
Kansas
$203K -$10.9K -380 -5%
PSG
920
Planning Solutions Group
Maryland
$203K
WI
921
Wintrust Investments
Illinois
$203K +$202K +7,019 New
ACA
922
Atlas Capital Advisors
Wyoming
$202K +$202K +7,000 New
TAM
923
Todd Asset Management
Kentucky
$202K
CAC
924
Certified Advisory Corp
Florida
$201K -$91K -3,157 -31%
GSWM
925
Golden State Wealth Management
California
$201K -$9.37K -325 -4%

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.