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Enterprise Products Partners

1,041 hedge funds and large institutions have $23.2B invested in Enterprise Products Partners in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 377 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $207M | Put options by funds: $63.8M

12% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 338

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.18% less ownership

Funds ownership: 36.94%36.76% (-0.18%)

1% less funds holding

Funds holding: 1,0501,041 (-9)

1% less capital invested

Capital invested by funds: $23.5B → $23.2B (-$287M)

4% less funds holding in top 10

Funds holding in top 10: 8985 (-4)

Holders
1,041
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
22.61%
Holding in Top 10
85
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.49%
% of All Funds
1.85%
New
71
Increased
377
Reduced
338
Closed
67
Calls
$207M
Puts
$63.8M
Net Calls
+$143M
Net Calls Change
-$65M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1026
Clarus Wealth Advisors
Arizona
$18K +$8.79K +305 +98%
LWM
1027
Liberty Wealth Management
California
$18K +$16.7K +580 +1,261%
SFG
1028
SevenBridge Financial Group
Pennsylvania
$17K +$5.76K +200 +50%
PWP
1029
Personal Wealth Partners
Minnesota
$15K +$15.2K +527 New
CWM
1030
Cranbrook Wealth Management
Michigan
$15K +$15.3K +532 New
ACS
1031
Archford Capital Strategies
Illinois
$14K -$203K -7,057 -94%
APC
1032
Aspire Private Capital
North Carolina
$14K
ESB
1033
Essex Savings Bank
Connecticut
$14K
WCG
1034
Weaver Consulting Group
California
$14K +$14.4K +500 New
SHJ
1035
Sharkey, Howes & Javer
Colorado
$13K +$12.6K +437 New
AOWM
1036
Alpha Omega Wealth Management
Virginia
$12K
NPP
1037
New Potomac Partners
Maryland
$12K
GWA
1038
Guidant Wealth Advisors
Illinois
$12K +$202 +7 +2%
PO
1039
Private Ocean
California
$11K
RIA
1040
RPG Investment Advisory
California
$10K
WWM
1041
Willingdon Wealth Management
North Carolina
$10K
BCA
1042
Bray Capital Advisors
Florida
$9K
JFA
1043
JNBA Financial Advisors
Minnesota
$8K
HDIM
1044
Hanson & Doremus Investment Management
Vermont
$6K
SMG
1045
Spectrum Management Group
Indiana
$6K
TWA
1046
TCI Wealth Advisors
Arizona
$6K
TRCT
1047
Tower Research Capital (TRC)
New York
$6K +$5.76K +200 New
SWA
1048
Sutton Wealth Advisors
Florida
$5.25K
TCM
1049
Tradewinds Capital Management
Washington
$5K
LFG
1050
Larson Financial Group
Missouri
$5K +$86 +3 +2%

EPD Hedge Fund Activity: Q2 2019 in Review

1,041 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2019, worth a combined $23.2B — down 1.2% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EPD positions and 67 closed out — a net gain of 4 holders — while 377 added to existing stakes and 338 trimmed.

The largest buyer was Invesco, adding an estimated $477M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $397M sold.

  • 1,041 institutional investors held Enterprise Products Partners (EPD) as of Q2 2019, down from 1,050 in Q1 2019.
  • Funds reported $23.2B of Enterprise Products Partners stock for Q2 2019, down 1.2% quarter-over-quarter.
  • 71 funds opened new Enterprise Products Partners positions in Q2 2019 and 67 closed out, a net change of +4 holders.
  • The largest Enterprise Products Partners buyer in Q2 2019 was Invesco, an estimated $477M added.
  • The largest Enterprise Products Partners seller in Q2 2019 was T. Rowe Price Associates, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2019.