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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
CA
901
Cumberland Advisors
Florida
$224K
HIM
902
Hotaling Investment Management
Pennsylvania
$223K
BAC
903
Boys Arnold & Co
North Carolina
$222K
HVIA
904
Hudson Valley Investment Advisors
New York
$221K -$2.48K -85 -1%
MSA
905
Marino Stram & Associates
Massachusetts
$221K +$349 +12 +0.2%
BL
906
BCWM LLC
Kansas
$220K
CCM
907
Colorado Capital Management
Colorado
$220K
NFG
908
Next Financial Group
Texas
$218K -$21.3K -733 -9%
BFC
909
Blue Fin Capital
Rhode Island
$218K
BFA
910
Beaumont Financial Advisors
Massachusetts
$218K +$222K +7,611 New
AFM
911
Andesa Financial Management
Pennsylvania
$217K
WFM
912
Wolff Financial Management
Michigan
$217K
FHC
913
First Heartland Consultants
Missouri
$217K +$1.49K +51 +0.7%
WMA
914
Wealth Management Associates
New Jersey
$216K +$6.17K +212 +3%
TNB
915
Thomasville National Bank
Georgia
$216K +$220K +7,551 New
GA
916
GFS Advisors
Texas
$214K
MIM
917
Miller Investment Management
Pennsylvania
$214K
WMC
918
Westwood Management Corporation
Illinois
$214K
FMWA
919
Forvis Mazars Wealth Advisors
Missouri
$211K +$4.8K +165 +2%
PAS
920
Partnervest Advisory Services
California
$209K -$20.2K -693 -9%
HPIA
921
Hamilton Point Investment Advisors
North Carolina
$209K
LC
922
Lindbrook Capital
California
$209K
ST
923
Smithfield Trust
Pennsylvania
$209K
SFWA
924
Summit Financial Wealth Advisors
Louisiana
$209K +$10.8K +370 +5%
BHA
925
Beech Hill Advisors
New York
$209K +$213K +7,300 New

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.