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Enterprise Products Partners
EPD

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: 1,075 → 1,145 (+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: 85 → 74 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$134M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$117M
3
Wells Fargo
Wells Fargo
California
+$89.2M
4
EIP
Energy Income Partners
Connecticut
+$40.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.4M

Top Sellers

Rank Fund Capital Flow
1
TCA
Tortoise Capital Advisors
Kansas
-$95.2M
2
N
Natixis
France
-$85.7M
3
Barclays
Barclays
United Kingdom
-$82.9M
4
SCA
Salient Capital Advisors
Texas
-$65.1M
5
Citigroup
Citigroup
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
1001
Enterprise Financial Services Corp (EFSC)
Missouri
$160K +$6.1K +225 +4%
KC
1002
Knuff & Co
California
$160K +$115K +4,225 +291%
SNT
1003
Security National Trust
West Virginia
$155K +$78.6K +2,900 +112%
TWP
1004
TFO Wealth Partners
Ohio
$153K +$148K +5,467 New
AWM
1005
Avondale Wealth Management
Texas
$149K – – –
FDCDDQ
1006
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K +$1.9K +70 +1%
ZB
1007
Zions Bancorporation
Utah
$148K -$237K -8,744 -62%
JFGIW
1008
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$148K – – –
CT
1009
Clearstead Trust
Maine
$146K – – –
BAMG
1010
Brand Asset Management Group
Missouri
$140K – – –
TA
1011
TFG Advisers
Michigan
$140K +$135K +4,982 New
WQ
1012
Wealth Quarterback
New Jersey
$130K +$125K +4,618 New
CF
1013
Centaurus Financial
California
$126K +$121K +4,477 New
SIC
1014
Samalin Investment Counsel
New York
$126K +$122K +4,484 New
PG
1015
Proffitt & Goodson
Tennessee
$125K -$40.7K -1,500 -25%
HCM
1016
Horrell Capital Management
Arkansas
$124K – – –
IAS
1017
IMA Advisory Services
Colorado
$120K +$116K +4,274 New
NSB
1018
Norway Savings Bank
Maine
$118K +$114K +4,200 New
FMP
1019
Financial Management Professionals
Texas
$117K – – –
OSNBOA
1020
Old Second National Bank of Aurora
Illinois
$114K – – –
AA
1021
AlphaMark Advisors
Kentucky
$114K +$14.9K +550 +16%
HI
1022
Hudock Inc
Pennsylvania
$113K +$7.4K +273 +7%
SCA
1023
Stonebridge Capital Advisors
Minnesota
$113K +$27.1K +1,000 +33%
ACA
1024
Atlas Capital Advisors
Wyoming
$113K +$21.7K +800 +25%
CDIA
1025
Capital Directions Investment Advisors
Georgia
$105K – – –
39 40
41
42 43

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.