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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
MIM
76
MetLife Investment Management
New Jersey
$41.7M
HSBC Holdings
77
HSBC Holdings
United Kingdom
$41.4M +$27.5M +1,016,275 +216%
DAC
78
Dividend Assets Capital
South Carolina
$40.5M +$806K +29,753 +2%
TYCC
79
Texas Yale Capital Corp
Florida
$40.3M +$141K +5,200 +0.4%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$39.5M -$1.01M -37,384 -3%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$38.5M
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$37.9M +$28.3M +1,042,854 +343%
LIA
83
LSP Investment Advisors
New York
$37.4M
PPA
84
Parametric Portfolio Associates
Washington
$36.1M -$2.12M -78,150 -6%
PR
85
Payden & Rygel
California
$36.1M -$103K -3,800 -0.3%
SSA
86
Schonfeld Strategic Advisors
New York
$33.8M +$32.5M +1,200,000 New
CPIG
87
Chicago Partners Investment Group
Illinois
$33.6M +$1.78M +65,815 +6%
WHG
88
Westwood Holdings Group
Texas
$33.3M -$16.6M -612,480 -34%
TS
89
Third Security
Virginia
$32M
ECM
90
Evergreen Capital Management
Washington
$31.7M +$3.48M +128,576 +13%
Northern Trust
91
Northern Trust
Illinois
$30.2M -$519K -19,167 -2%
LFAS
92
Level Four Advisory Services
Texas
$29.9M -$80.3K -2,961 -0.3%
ICA
93
Infrastructure Capital Advisors
New York
$29.9M -$7.67M -283,140 -21%
PDM
94
Penn Davis McFarland
Texas
$28.9M +$217K +8,024 +0.8%
AAMU
95
Amundi Asset Management US
Massachusetts
$28.5M +$16.3M +601,576 +146%
TIS
96
Tortoise Index Solutions
Kansas
$28.2M +$9.99M +368,757 +58%
CSIA
97
Charles Schwab Investment Advisory
California
$27.3M -$728K -26,844 -3%
CCM
98
Cadence Capital Management
Massachusetts
$26.6M
AIA
99
Avalon Investment & Advisory
Texas
$26.2M -$1.85M -68,095 -7%
HCM
100
Hilton Capital Management
New York
$25.8M +$2.57M +94,876 +12%

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.