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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
SBL
1026
Sargent Bickham Lagudis
Colorado
$104K +$4.74K +175 +5%
EIM
1027
Essex Investment Management
Massachusetts
$103K – – –
GWMIA
1028
Global Wealth Management Investment Advisory
Florida
$102K -$5.29K -195 -5%
GWS
1029
Glassman Wealth Services
Virginia
$102K +$1.52K +56 +2%
CB
1030
Community Bank
New York
$101K – – –
CFFP
1031
Center for Financial Planning
Michigan
$100K +$96.1K +3,547 New
RFA
1032
Reilly Financial Advisors
California
$99K +$16K +592 +20%
HR
1033
Howe & Rusling
New York
$97K -$2.71K -100 -3%
ARMC
1034
American Research & Management Company
Massachusetts
$97K – – –
FPFS
1035
First Personal Financial Services
North Carolina
$96K – – –
BFC
1036
Bedel Financial Consulting
Indiana
$95K – – –
MCM
1037
Manchester Capital Management
Vermont
$95K – – –
BWA
1038
Burt Wealth Advisors
Maryland
$93K – – –
PA
1039
Procyon Advisors
Connecticut
$93K +$89.4K +3,298 New
ATC
1040
Adirondack Trust Company
New York
$90K – – –
LJHT
1041
Laurie J. Hall Trustee
$90K – – –
FWM
1042
Focused Wealth Management
New York
$85K – – –
LWANC
1043
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K – – –
CCM
1044
Copeland Capital Management
Pennsylvania
$79K – – –
CFG
1045
Citizens Financial Group
Rhode Island
$76K – – –
MSFP
1046
Mark Sheptoff Financial Planning
Connecticut
$76K – – –
QCG
1047
Quadrant Capital Group
Ohio
$70K -$7.72K -285 -10%
TRCT
1048
Tower Research Capital (TRC)
New York
$68K -$328K -12,103 -83%
EWM
1049
EPG Wealth Management
Georgia
$66K +$63.7K +2,351 New
FFC
1050
First Financial Corp
Indiana
$62K +$6.78K +250 +13%
40 41
42
43 44

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.