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Enterprise Products Partners
EPD

Overview Fund Activity

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 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+35
Holders Change %
+3.37%
% of All Funds
23.61%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.87%
New
100
Increased
358
Reduced
357
Closed
58
Calls
$155M
Puts
$81.2M
Net Calls
+$74M
Net Calls Change
-$69.4M

Top Buyers

1
N
Natixis
France
$322M
2
TCA
Tortoise Capital Advisors
Kansas
$1.36B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$498M
4
Citigroup
Citigroup
New York
$142M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$110M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
AR
Advisory Research
Illinois
$0
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$460M
4
Deutsche Bank
Deutsche Bank
Germany
$170M
5
Invesco
Invesco
Georgia
$417M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$2.42K -85 -1%
MSA
905
Marino Stram & Associates
Massachusetts
$221K +$343 +12 +0.2%
BL
906
BCWM LLC
Kansas
$220K – – –
CCM
907
Colorado Capital Management
Colorado
$220K – – –
NFG
908
Next Financial Group
Texas
$218K -$20.9K -733 -9%
BFC
909
Blue Fin Capital
Rhode Island
$218K – – –
BFA
910
Beaumont Financial Advisors
Massachusetts
$218K +$218K +7,611 New
AFM
911
Andesa Financial Management
Pennsylvania
$217K – – –
WFM
912
Wolff Financial Management
Michigan
$217K – – –
FHC
913
First Heartland Consultants
Missouri
$217K +$1.46K +51 +0.7%
WMA
914
Wealth Management Associates
New Jersey
$216K +$6.06K +212 +3%
TNB
915
Thomasville National Bank
Georgia
$216K +$216K +7,551 New
WMC
916
Westwood Management Corporation
Illinois
$214K – – –
MIM
917
Miller Investment Management
Pennsylvania
$214K – – –
GA
918
GFS Advisors
Texas
$214K – – –
FMWA
919
Forvis Mazars Wealth Advisors
Missouri
$211K +$4.71K +165 +2%
PAS
920
Partnervest Advisory Services
California
$209K -$19.8K -693 -9%
HPIA
921
Hamilton Point Investment Advisors
North Carolina
$209K – – –
ST
922
Smithfield Trust
Pennsylvania
$209K – – –
LC
923
Lindbrook Capital
California
$209K – – –
SFWA
924
Summit Financial Wealth Advisors
Louisiana
$209K +$10.2K +370 +5%
BHA
925
Beech Hill Advisors
New York
$209K +$209K +7,300 New
35 36
37
38 39