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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
OSNBOA
951
Old Second National Bank of Aurora
Illinois
$119K -$11.5K -400 -9%
EWM
952
Executive Wealth Management
Michigan
$117K +$20.3K +704 +21%
EIM
953
Essex Investment Management
Massachusetts
$116K -$7.2K -250 -6%
AC
954
Avestar Capital
New York
$113K -$43.3K -1,504 -28%
KTC
955
Kistler-Tiffany Companies
Pennsylvania
$113K +$259 +9 +0.2%
OC
956
Oakworth Capital
Alabama
$112K
RWA
957
Redhawk Wealth Advisors
Minnesota
$111K +$111K +3,853 New
CCM
958
Copeland Capital Management
Pennsylvania
$107K
SCA
959
Stonebridge Capital Advisors
Minnesota
$107K +$107K +3,710 New
CB
960
Community Bank
New York
$104K -$26.5K -920 -20%
GWS
961
Glassman Wealth Services
Virginia
$102K +$980 +34 +1%
ATC
962
Adirondack Trust Company
New York
$100K
ARMC
963
American Research & Management Company
Massachusetts
$99K
FPFS
964
First Personal Financial Services
North Carolina
$98K
BFC
965
Bedel Financial Consulting
Indiana
$97K -$62.4K -2,167 -39%
BWA
966
Burt Wealth Advisors
Maryland
$97K
PGAM
967
Princeton Global Asset Management
New Jersey
$94K
GWMIA
968
Global Wealth Management Investment Advisory
Florida
$94K +$30.2K +1,048 +48%
PFC
969
Phocas Financial Corp
California
$93K +$93.1K +3,230 New
LJHT
970
Laurie J. Hall Trustee
$92K
BWM
971
Baystate Wealth Management
Massachusetts
$90K +$5.56K +193 +7%
HI
972
Hudock Inc
Pennsylvania
$87K +$576 +20 +0.7%
PCG
973
Private Capital Group
Connecticut
$86K -$19K -658 -18%
LWANC
974
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K
HCM
975
Highlander Capital Management
New Jersey
$84K -$5.76K -200 -6%

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.