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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
WAS
951
Winch Advisory Services
Wisconsin
$4K +$4.34K +248 New
FCAS
952
First Command Advisory Services
Texas
$4K +$4.57K +261 New
HCP
953
Hexagon Capital Partners
Arkansas
$4K +$4.59K +262 New
SMG
954
Spectrum Management Group
Indiana
$3K – – –
TCM
955
Tradewinds Capital Management
Washington
$3K – – –
SWM
956
Sugarloaf Wealth Management
Georgia
$2K -$4.68K -267 -63%
LFG
957
Larson Financial Group
Missouri
$2K -$2.63K -150 -51%
IRAG
958
Investment Research & Advisory Group
Georgia
$2K – – –
CMBA
959
C.M. Bidwell & Associates
Hawaii
$2K +$1.98K +113 New
BHB
960
Bank Hapoalim BM
Israel
$491 +$260K +14,821 +91%
CPA
961
Clear Perspective Advisors
Illinois
$400 – – –
ED
962
Exane Derivatives
France
$142 – – –
WIM
963
Westside Investment Management
California
$49 – – –
FCA
964
FinTrust Capital Advisors
South Carolina
$6 – – –
LIA
965
LSP Investment Advisors
New York
– -$35.6M -1,957,489 Closed
PR
966
Payden & Rygel
California
– -$26.1M -1,434,600 Closed
WHRC
967
W.H. Reaves & Co
New Jersey
– -$25.1M -1,381,750 Closed
TS
968
Third Security
Virginia
– -$20.6M -1,135,734 Closed
IECM
969
Intrinsic Edge Capital Management
Illinois
– -$3.2M -176,000 Closed
CWS
970
Cypress Wealth Services
California
– -$2.26M -124,241 Closed
JSA
971
Jacobson & Schmitt Advisors
Wisconsin
– -$2.14M -118,018 Closed
BCM
972
Brasada Capital Management
Texas
– -$1.97M -108,602 Closed
PC
973
Plaisance Capital
Colorado
– -$1.67M -92,068 Closed
PFT
974
Providence First Trust
Arizona
– -$1.48M -81,192 Closed
CCA
975
Checchi Capital Advisers
California
– -$1.25M -68,936 Closed
37 38
39
40 41

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.