We are live on ! Find out more
EPD icon

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
PCG
1051
Private Capital Group
Connecticut
$61K -$34.7K -1,280 -37%
AA
1052
Advisory Alpha
Michigan
$60.1K +$42.7K +1,577 +315%
HCM
1053
Highlander Capital Management
New Jersey
$59K -$21.7K -800 -28%
AJ
1054
Ashburton (Jersey)
Jersey
$59K -$2.01K -74 -3%
AF
1055
Allworth Financial
California
$57K +$1.11K +41 +2%
GCM
1056
Gables Capital Management
Florida
$56K
LIA
1057
LS Investment Advisors
Michigan
$56K
MCM
1058
MV Capital Management
Maryland
$56K
CI
1059
CX Institutional
Indiana
$54K -$15.6K -575 -23%
KTC
1060
Kistler-Tiffany Companies
Pennsylvania
$54K +$271 +10 +0.5%
BAM
1061
Bellevue Asset Management
Washington
$54K +$52.3K +1,930 New
THWM
1062
Taylor Hoffman Wealth Management
Virginia
$53K
WFMPM
1063
Woodley Farra Manion Portfolio Management
Indiana
$52K +$50.4K +1,861 New
FCA
1064
FinTrust Capital Advisors
South Carolina
$51K +$650 +24 +1%
HWM
1065
Howard Wealth Management
Connecticut
$50K +$48.8K +1,800 New
Acadian Asset Management
1066
Acadian Asset Management
Massachusetts
$46K -$1.36M -50,016 -97%
PMFA
1067
Plante Moran Financial Advisors
Michigan
$46K -$33.1K -1,222 -43%
QI
1068
QS Investors
New York
$46K
ST
1069
Sageworth Trust
Pennsylvania
$45K
AIC
1070
Ameritas Investment Company
Nebraska
$45K +$136 +5 +0.3%
PP
1071
Pacifica Partners
Canada
$44K +$42.1K +1,555 New
SWM
1072
Sugarloaf Wealth Management
Georgia
$44K +$42.3K +1,560 New
TFA
1073
Tobias Financial Advisors
Florida
$44K +$43.2K +1,594 New
RE
1074
RBC Europe
United Kingdom
$43.8K
HFS
1075
HBC Financial Services
Washington
$43K

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.