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Enterprise Products Partners
EPD

Overview Fund Activity

1,006 hedge funds and large institutions have $11B invested in Enterprise Products Partners in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 357 increasing their positions, 390 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-138
Holders Change %
-12.06%
% of All Funds
22.22%
Holding in Top 10
60
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-18.92%
% of All Funds
1.33%
New
73
Increased
357
Reduced
390
Closed
196
Calls
$119M
Puts
$103M
Net Calls
+$15.7M
Net Calls Change
-$124M

Top Buyers

1
Blackstone Inc
Blackstone Inc
New York
+$325M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$80.3M
3
Citigroup
Citigroup
New York
+$68.3M
4
HFA
Harvest Fund Advisors
Pennsylvania
+$60.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$57.2M

Top Sellers

1
TCA
Tortoise Capital Advisors
Kansas
-$199M
2
KACA
Kayne Anderson Capital Advisors
California
-$125M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$120M
4
UBS Group
UBS Group
Switzerland
-$86.8M
5
Wells Fargo
Wells Fargo
California
-$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
901
Evoke Wealth
California
$49.3K -$912K -63,802 -95%
HR
902
Howe & Rusling
New York
$49K – – –
MCM
903
Manchester Capital Management
Vermont
$48K – – –
BWA
904
Burt Wealth Advisors
Maryland
$47K -$706 -49 -1%
LWANC
905
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K +$4.75K +333 +11%
CFO
906
CVA Family Office
Colorado
$46K +$46K +3,230 New
BWA
907
BDO Wealth Advisors
Florida
$44K +$29.6K +2,050 +205%
MFT
908
Moisand Fitzgerald Tamayo
Florida
$43K -$40.5K -2,806 -48%
FWM
909
Focused Wealth Management
New York
$43K – – –
RFA
910
Reilly Financial Advisors
California
$42K -$8.48K -592 -17%
QCG
911
Quadrant Capital Group
Ohio
$41K +$5.25K +365 +15%
TWP
912
TFO Wealth Partners
Ohio
$40K -$38K -2,663 -49%
GI
913
Gradient Investments
Minnesota
$40K +$29.9K +2,099 +296%
KFI
914
Key Financial Inc
Pennsylvania
$40K +$40K +2,904 New
FPFS
915
First Personal Financial Services
North Carolina
$37K -$11.2K -787 -23%
CI
916
CX Institutional
Indiana
$34K +$6.79K +475 +25%
CCM
917
Copeland Capital Management
Pennsylvania
$32K -$7.67K -540 -19%
FFC
918
First Financial Corp
Indiana
$31K – – –
PCG
919
Private Capital Group
Connecticut
$31K – – –
AJ
920
Ashburton (Jersey)
Jersey
$30K – – –
SBL
921
Sargent Bickham Lagudis
Colorado
$29K -$24.5K -1,695 -46%
MCM
922
MV Capital Management
Maryland
$29K – – –
GCM
923
Gables Capital Management
Florida
$29K – – –
AF
924
Allworth Financial
California
$29K +$57 +4 +0.2%
SWM
925
Selective Wealth Management
Virginia
$28K +$25.7K +1,800 +1,111%
35 36
37
38 39