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Enterprise Products Partners

1,041 hedge funds and large institutions have $23.2B invested in Enterprise Products Partners in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 377 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $207M | Put options by funds: $63.8M

12% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 338

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.18% less ownership

Funds ownership: 36.94%36.76% (-0.18%)

1% less funds holding

Funds holding: 1,0501,041 (-9)

1% less capital invested

Capital invested by funds: $23.5B → $23.2B (-$287M)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

Holders
1,041
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
22.61%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.85%
New
71
Increased
377
Reduced
338
Closed
67
Calls
$207M
Puts
$63.8M
Net Calls
+$143M
Net Calls Change
-$65M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
926
Cambridge Trust
Massachusetts
$201K -$2.88K -100 -1%
MMHP
927
Murphy Middleton Hinkle & Parker
Georgia
$201K
LWCFA
928
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K +$56.2K +1,950 +39%
AP
929
Atwood & Palmer
Missouri
$193K
SIAP
930
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$181K +$2.36K +82 +1%
EFSCE
931
Enterprise Financial Services Corp (EFSC)
Missouri
$178K -$21.4K -741 -11%
SNT
932
Security National Trust
West Virginia
$176K
PCMK
933
Paragon Capital Management (Kansas)
Kansas
$174K +$174K +6,043 New
SIS
934
Sound Income Strategies
Florida
$169K
MFT
935
Moisand Fitzgerald Tamayo
Florida
$167K
RFA
936
Reilly Financial Advisors
California
$167K +$75.6K +2,625 +83%
GAM
937
Gemmer Asset Management
California
$166K +$165K +5,742 New
AWM
938
Avondale Wealth Management
Texas
$153K
JFGIW
939
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
CT
940
Clearstead Trust
Maine
$150K
BAMG
941
Brand Asset Management Group
Missouri
$143K
FDCDDQ
942
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143K +$5.76K +200 +4%
MCM
943
Manchester Capital Management
Vermont
$138K +$137K +4,770 New
AIP
944
Almanack Investment Partners
Pennsylvania
$132K +$132K +4,574 New
UBS AM
945
UBS AM
Illinois
$129K
FWM
946
Focused Wealth Management
New York
$128K -$10.5K -364 -8%
PG
947
Proffitt & Goodson
Tennessee
$128K
HCM
948
Horrell Capital Management
Arkansas
$127K
SMFS
949
Squar Milner Financial Services
California
$123K -$432 -15 -0.4%
FMP
950
Financial Management Professionals
Texas
$120K

EPD Hedge Fund Activity: Q2 2019 in Review

1,041 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2019, worth a combined $23.2B — down 1.2% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EPD positions and 67 closed out — a net gain of 4 holders — while 377 added to existing stakes and 338 trimmed.

The largest buyer was Invesco, adding an estimated $477M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $397M sold.

  • 1,041 institutional investors held Enterprise Products Partners (EPD) as of Q2 2019, down from 1,050 in Q1 2019.
  • Funds reported $23.2B of Enterprise Products Partners stock for Q2 2019, down 1.2% quarter-over-quarter.
  • 71 funds opened new Enterprise Products Partners positions in Q2 2019 and 67 closed out, a net change of +4 holders.
  • The largest Enterprise Products Partners buyer in Q2 2019 was Invesco, an estimated $477M added.
  • The largest Enterprise Products Partners seller in Q2 2019 was T. Rowe Price Associates, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2019.