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Enterprise Products Partners
EPD

Overview Fund Activity

1,040 hedge funds and large institutions have $23.2B invested in Enterprise Products Partners in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 377 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
-10
Holders Change %
-0.95%
% of All Funds
22.62%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.85%
New
70
Increased
377
Reduced
338
Closed
67
Calls
$207M
Puts
$63.8M
Net Calls
+$143M
Net Calls Change
-$65M

Top Buyers

1
Invesco
Invesco
Georgia
$490M
2
Goldman Sachs
Goldman Sachs
New York
$1.55B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$383M
4
HFA
Harvest Fund Advisors
Pennsylvania
$1.47B
5
CBOA
Commonwealth Bank of Australia
Australia
$82.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
N
Natixis
France
$117M
3
UBS Group
UBS Group
Switzerland
$612M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
5
AA
ALPS Advisors
Colorado
$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
951
Executive Wealth Management
Michigan
$117K +$20.4K +704 +21%
EIM
952
Essex Investment Management
Massachusetts
$116K -$7.23K -250 -6%
AC
953
Avestar Capital
New York
$113K -$43K -1,504 -28%
KTC
954
Kistler-Tiffany Companies
Pennsylvania
$113K +$261 +9 +0.2%
OC
955
Oakworth Capital
Alabama
$112K – – –
RWA
956
Redhawk Wealth Advisors
Minnesota
$111K +$111K +3,853 New
CCM
957
Copeland Capital Management
Pennsylvania
$107K – – –
SCA
958
Stonebridge Capital Advisors
Minnesota
$107K +$107K +3,710 New
CB
959
Community Bank
New York
$104K -$26.6K -920 -20%
GWS
960
Glassman Wealth Services
Virginia
$102K +$986 +34 +1%
ATC
961
Adirondack Trust Company
New York
$100K – – –
ARMC
962
American Research & Management Company
Massachusetts
$99K – – –
FPFS
963
First Personal Financial Services
North Carolina
$98K -$99K – –
BFC
964
Bedel Financial Consulting
Indiana
$97K -$62.4K -2,167 -39%
BWA
965
Burt Wealth Advisors
Maryland
$97K – – –
PGAM
966
Princeton Global Asset Management
New Jersey
$94K – – –
GWMIA
967
Global Wealth Management Investment Advisory
Florida
$94K +$30.3K +1,048 +48%
PFC
968
Phocas Financial Corp
California
$93K +$93K +3,230 New
LJHT
969
Laurie J. Hall Trustee
$92K – – –
BWM
970
Baystate Wealth Management
Massachusetts
$90K +$5.59K +193 +7%
HI
971
Hudock Inc
Pennsylvania
$87K +$576 +20 +0.7%
PCG
972
Private Capital Group
Connecticut
$86K -$18.3K -658 -18%
LWANC
973
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K – – –
HCM
974
Highlander Capital Management
New Jersey
$84K -$5.79K -200 -6%
PMFA
975
Plante Moran Financial Advisors
Michigan
$83K -$17.7K -611 -18%
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