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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
SAM
926
Shikiar Asset Management
New York
$239K
FWM
927
Foresight Wealth Management
Utah
$238K -$38.4K -1,417 -14%
BCWM
928
Blue Chip Wealth Management
Florida
$238K -$29.8K -1,100 -12%
BOPW
929
Brandywine Oak Private Wealth
Pennsylvania
$238K
DSAM
930
Dock Street Asset Management
Florida
$237K
TLP
931
Trinity Legacy Partners
Texas
$235K -$38.8K -1,430 -15%
LNWWM
932
Laird Norton Wetherby Wealth Management
California
$235K +$7.18K +265 +3%
SL
933
Summitry LLC
California
$234K
SFG
934
Sather Financial Group
Texas
$234K +$271 +10 +0.1%
DE
935
Day & Ennis
Georgia
$234K +$35K +1,290 +18%
RT
936
Rockland Trust
Massachusetts
$232K -$17.2K -636 -7%
JWM
937
Jupiter Wealth Management
Colorado
$232K +$217K +8,000 New
Bank of Nova Scotia
938
Bank of Nova Scotia
Ontario, Canada
$231K +$1.41K +52 +0.6%
SIAP
939
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$231K +$51.3K +1,893 +30%
BOTW
940
Bank of the West
California
$230K
APWM
941
Atlas Private Wealth Management
New York
$230K +$221K +8,162 New
AMCA
942
Arthur M. Cohen & Associates
Illinois
$229K
CPO
943
Cerity Partners OCIO
New York
$229K +$243K +8,963 New
BWM
944
BerganKDV Wealth Management
Minnesota
$228K
RWA
945
Ropes Wealth Advisors
Massachusetts
$227K -$5.42K -200 -2%
MCM
946
Mengis Capital Management
Oregon
$226K
OAM
947
Oak Asset Management
California
$226K
PP
948
Palladium Partners
Virginia
$225K -$67.8K -2,500 -24%
FBB
949
Fulton Breakefield Broenniman
Maryland
$223K -$5.91M -217,972 -96%
FI
950
FormulaFolio Investments
Michigan
$223K -$105K -3,880 -33%

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.