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Enterprise Products Partners

1,145 hedge funds and large institutions have $22.7B invested in Enterprise Products Partners in 2019 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 348 increasing their positions, 383 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $255M | Put options by funds: $115M

115% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 75

7% more funds holding

Funds holding: 1,0751,145 (+70)

0.24% less ownership

Funds ownership: 36.98%36.74% (-0.24%)

2% less capital invested

Capital invested by funds: $23.1B → $22.7B (-$434M)

9% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 383

13% less funds holding in top 10

Funds holding in top 10: 8574 (-11)

Holders
1,145
Holders Change
+70
Holders Change %
+6.51%
% of All Funds
22.56%
Holding in Top 10
74
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.94%
% of All Funds
1.46%
New
161
Increased
348
Reduced
383
Closed
75
Calls
$255M
Puts
$115M
Net Calls
+$140M
Net Calls Change
+$66.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
901
NBT Bank
New York
$257K +$247K +9,130 New
PA
902
PSI Advisors
Florida
$257K +$248K +9,134 New
BMM
903
Buffington Mohr McNeal
Idaho
$256K
VHAM
904
Van Hulzen Asset Management
California
$255K -$7.1K -262 -3%
MCA
905
Mercer Capital Advisers
New Jersey
$255K
DWM
906
Destination Wealth Management
California
$253K -$41.7K -1,539 -15%
SCM
907
Sterneck Capital Management
Missouri
$253K
TSW
908
Thompson Siegel & Walmsley
Virginia
$253K
SG
909
StoneX Group
New York
$253K +$243K +8,983 New
RFWA
910
RPg Family Wealth Advisory
Massachusetts
$252K -$43.8K -1,616 -15%
TI
911
Tidal Investments
Wisconsin
$252K
SFG
912
StrategIQ Financial Group
Indiana
$252K +$28.8K +1,061 +13%
RWM
913
Rench Wealth Management
Texas
$250K -$9.6K -354 -4%
MWM
914
Mission Wealth Management
California
$250K
BWP
915
BSW Wealth Partners
Colorado
$250K +$15.3K +565 +7%
SC
916
SouthState Corp
Florida
$250K +$241K +8,874 New
CHA
917
Carmichael Hill & Associates
Maryland
$249K -$5.42K -200 -2%
PAMG
918
Patton Albertson Miller Group
Tennessee
$249K +$16.3K +600 +7%
CFA
919
CWS Financial Advisors
Michigan
$245K +$236K +8,706 New
HIP
920
Harrell Investment Partners
Texas
$244K +$235K +8,669 New
HFA
921
HC Financial Advisors
California
$244K +$235K +8,671 New
LSA
922
L & S Advisors
California
$241K -$1.62M -59,669 -87%
SCCM
923
Schafer Cullen Capital Management
New York
$241K -$2.58K -95 -1%
CMI
924
Clare Market Investments
Texas
$240K -$8.16K -301 -3%
GGI
925
Godsey & Gibb Inc
Virginia
$239K

EPD Hedge Fund Activity: Q4 2019 in Review

1,145 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2019, worth a combined $22.7B — down 1.9% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new EPD positions and 75 closed out — a net gain of 86 holders — while 348 added to existing stakes and 383 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $134M. The largest seller was Tortoise Capital Advisors, cutting an estimated $95.2M.

  • 1,145 institutional investors held Enterprise Products Partners (EPD) as of Q4 2019, up from 1,075 in Q3 2019.
  • Funds reported $22.7B of Enterprise Products Partners stock for Q4 2019, down 1.9% quarter-over-quarter.
  • 161 funds opened new Enterprise Products Partners positions in Q4 2019 and 75 closed out, a net change of +86 holders.
  • The largest Enterprise Products Partners buyer in Q4 2019 was JP Morgan Chase, an estimated $134M added.
  • The largest Enterprise Products Partners seller in Q4 2019 was Tortoise Capital Advisors, an estimated $95.2M sold.

Based on aggregated 13F filings for Q4 2019.