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Enterprise Products Partners
EPD

960 hedge funds and large institutions have $10.7B invested in Enterprise Products Partners in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 320 increasing their positions, 351 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $138M | Put options by funds: $98.5M

9% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 82

9% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 351

1% less funds holding

Funds holding: 974 → 960 (-14)

2.25% less ownership

Funds ownership: 32.97% → 30.72% (-2.2%)

15% less funds holding in top 10

Funds holding in top 10: 61 → 52 (-9)

19% less capital invested

Capital invested by funds: $13.1B → $10.7B (-$2.45B)

Holders
960
Holders Change
-14
Holders Change %
-1.44%
% of All Funds
19.37%
Holding in Top 10
52
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-14.75%
% of All Funds
1.05%
New
75
Increased
320
Reduced
351
Closed
82
Calls
$138M
Puts
$98.5M
Net Calls
+$39.9M
Net Calls Change
-$10.6M

Top Buyers

Rank Fund Capital Flow
1
EC
ECP ControlCo
New Jersey
+$51.4M
2
BlackRock
BlackRock
New York
+$35.9M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$32.3M
4
EIP
Energy Income Partners
Connecticut
+$21.7M
5
N
Natixis
France
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$133M
2
Blackstone Inc
Blackstone Inc
New York
-$119M
3
SCA
Salient Capital Advisors
Texas
-$92.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$84.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$84.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
901
Gradient Investments
Minnesota
$23K +$10.9K +620 +77%
TCCM
902
Timber Creek Capital Management
Massachusetts
$23K +$26.3K +1,500 New
HWM
903
Holloway Wealth Management
Florida
$22K – – –
KTC
904
Kistler-Tiffany Companies
Pennsylvania
$21K -$10.5K -602 -31%
SWM
905
Selective Wealth Management
Virginia
$21K -$2.84K -162 -11%
BAM
906
Bellevue Asset Management
Washington
$20K – – –
TF
907
TimeScale Financial
Massachusetts
$20K +$508 +29 +2%
TI
908
tru Independence
Oregon
$19K -$1.11M -63,385 -98%
RMC
909
Resources Management Corp
Connecticut
$19K +$53 +3 +0.2%
SIS
910
Sound Income Strategies
Florida
$19K +$140 +8 +0.7%
PP
911
Pacifica Partners
Canada
$17K – – –
PCFFS
912
Pacific Center for Financial Services
California
$17K – – –
SJIM
913
St. Johns Investment Management
Florida
$17K – – –
CMA
914
Cedar Mountain Advisors
Oregon
$16K – – –
AWA
915
Arkadios Wealth Advisors
Georgia
$15.6K +$5.12K +292 +48%
CFN
916
Cordasco Financial Network
Florida
$15K – – –
RIM
917
Rockbridge Investment Management
New York
$15K +$385 +22 +2%
AAP
918
Arax Advisory Partners
Colorado
$15K +$403 +23 +2%
AWM
919
Adams Wealth Management
Utah
$15K +$16.4K +936 New
VRM
920
Vectors Research Management
New York
$14K -$3.24K -185 -17%
PFA
921
Professional Financial Advisors
Nebraska
$13K +$13.9K +795 New
CPW
922
Catalyst Private Wealth
California
$13K +$14.7K +841 New
CAL
923
Capital Analysts LLC
Pennsylvania
$12K – – –
FPB
924
First PREMIER Bank
South Dakota
$12K – – –
TFGT
925
TS Financial Group (TSFG)
Illinois
$12K – – –
35 36
37
38 39

EPD Hedge Fund Activity: Q3 2020 in Review

960 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2020, worth a combined $10.7B — down 19% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of EPD and 75 opened new positions — a net loss of 7 holders — while 351 trimmed existing stakes and 320 added.

The largest buyer was ECP ControlCo, opening a new position worth an estimated $51.4M. The largest seller was Bank of America, cutting an estimated $133M.

  • 960 institutional investors held Enterprise Products Partners (EPD) as of Q3 2020, down from 974 in Q2 2020.
  • Funds reported $10.7B of Enterprise Products Partners stock for Q3 2020, down 19% quarter-over-quarter.
  • 75 funds opened new Enterprise Products Partners positions in Q3 2020 and 82 closed out, a net change of -7 holders.
  • The largest Enterprise Products Partners buyer in Q3 2020 was ECP ControlCo, an estimated $51.4M added.
  • The largest Enterprise Products Partners seller in Q3 2020 was Bank of America, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2020.