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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
MWP
1076
Meridian Wealth Partners
Pennsylvania
$43K +$41.6K +1,536 New
JFA
1077
JNBA Financial Advisors
Minnesota
$41K
VRM
1078
Vectors Research Management
New York
$41K
TPWA
1079
TRUE Private Wealth Advisors
Oregon
$40K +$39K +1,440 New
KBC Group
1080
KBC Group
Belgium
$39K +$24.4K +900 +180%
GG
1081
Gleason Group
Kentucky
$39K +$37.9K +1,400 New
GEA
1082
Glen Eagle Advisors
New Jersey
$36.5K +$1.82K +67 +5%
SJIM
1083
St. Johns Investment Management
Florida
$36K
BWM
1084
Baystate Wealth Management
Massachusetts
$35K -$46.8K -1,726 -58%
CIM
1085
Centersquare Investment Management
Pennsylvania
$35K -$13.8K -510 -29%
SMFS
1086
Squar Milner Financial Services
California
$35K +$34.1K +1,260 New
ADL
1087
Asset Dedication LLC
California
$33K +$81 +3 +0.3%
RMAM
1088
Raab & Moskowitz Asset Management
New Jersey
$33K +$31.8K +1,172 New
SIS
1089
Sound Income Strategies
Florida
$32K +$4.04K +149 +15%
RMC
1090
Resources Management Corp
Connecticut
$32K +$7.45K +275 +32%
OC
1091
Oakworth Capital
Alabama
$31K -$76.5K -2,822 -73%
GFPC
1092
Global Financial Private Capital
Florida
$30K
PCFFS
1093
Pacific Center for Financial Services
California
$30K
DOA
1094
D'Orazio & Associates
Virginia
$29K
BWA
1095
BDO Wealth Advisors
Florida
$28K
MCM
1096
McMillion Capital Management
North Carolina
$28K
TFGT
1097
TS Financial Group (TSFG)
Illinois
$28K
BDS
1098
Banco de Sabadell
Florida
$28K +$27.1K +1,000 New
CMA
1099
Cedar Mountain Advisors
Oregon
$28K +$27.1K +1,000 New
MWA
1100
Moser Wealth Advisors
Washington
$28K +$27.1K +1,000 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.