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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
CPIA
976
Cornell Pochily Investment Advisors
New York
$207K +$786 +29 +0.4%
AWM
977
Aries Wealth Management
Maine
$207K +$195K +7,200 New
SAM
978
SignalPoint Asset Management
Missouri
$206K +$1.46K +54 +0.7%
CCM
979
Carlson Capital Management
Minnesota
$204K
CFG
980
CKW Financial Group
Hawaii
$204K
LBD
981
Landsberg Bennett & Dubbaneh
Florida
$204K +$1.49K +55 +0.8%
MFW
982
Meristem Family Wealth
Minnesota
$204K +$196K +7,228 New
WB
983
West Bancorporation
Iowa
$204K +$196K +7,240 New
CBA
984
Coastal Bridge Advisors
Connecticut
$202K -$278K -10,266 -59%
BFC
985
Blue Fin Capital
Rhode Island
$202K -$12.1K -446 -6%
TCBWMS
986
Texas Capital Bank Wealth Management Services
Texas
$202K +$194K +7,164 New
RA
987
RFG Advisory
Alabama
$201K -$68K -2,508 -26%
BL
988
BCWM LLC
Kansas
$200K -$16K -590 -8%
FIB
989
First Interstate Bank
Montana
$196K -$40.7K -1,500 -18%
LWCFA
990
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K
SAG
991
Spotlight Asset Group
Illinois
$195K +$323K +11,922 New
AP
992
Arlington Partners
Alabama
$191K +$184K +6,780 New
NFG
993
Next Financial Group
Texas
$189K -$24.8K -915 -12%
AP
994
Atwood & Palmer
Missouri
$189K
AAP
995
Arax Advisory Partners
Colorado
$173K -$8.08K -298 -5%
CAL
996
Capital Advisors Ltd
Ohio
$169K +$461 +17 +0.3%
OPS
997
Orion Portfolio Solutions
Nebraska
$167K +$161K +5,925 New
MFT
998
Moisand Fitzgerald Tamayo
Florida
$163K
GAM
999
Gemmer Asset Management
California
$162K +$54 +2 +0%
Simplex Trading
1000
Simplex Trading
Illinois
$161K +$156K +5,750 New

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.