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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
AWE
1101
Avidian Wealth Enterprises
Texas
-$207K -7,108 Closed
PGIM
1102
Pacific Global Investment Management
California
-$203K -6,990 Closed
IP
1103
Intellectus Partners
California
-$190K -6,532 Closed
SFSIG
1104
San Francisco Sentry Investment Group
California
-$116K -4,000 Closed
WA
1105
WP Advisors
California
-$1.15K -3,952 Closed
OFW
1106
Omnia Family Wealth
Florida
-$101K -3,484 Closed
SAM
1107
Strategy Asset Managers
California
-$97K -3,319 Closed
WCM
1108
WealthBridge Capital Management
Ohio
-$71K -2,500 Closed
CHP
1109
Cable Hill Partners
Oregon
-$61K -2,100 Closed
FNB
1110
Farmers National Bank
Kentucky
-$61K -2,084 Closed
BBNA
1111
Bremer Bank National Association
Minnesota
-$57K -2,000 Closed
AWM
1112
Aevitas Wealth Management
Massachusetts
-$52K -1,800 Closed
SPL
1113
Smart Portfolios LLC
Washington
-$49K -1,698 Closed
AIC
1114
Ameritas Investment Company
Nebraska
-$45K -1,545 Closed
PWM
1115
PRW Wealth Management
Massachusetts
-$38K -1,299 Closed
AIA
1116
Alera Investment Advisors
Illinois
-$36K -1,240 Closed
DBT
1117
Dubuque Bank & Trust
Iowa
-$34K -1,175 Closed
LFA
1118
Legacy Financial Advisors
Kentucky
-$31K -1,072 Closed
EI
1119
Ellevest Inc
New York
-$30K -1,018 Closed
CIM
1120
Contravisory Investment Management
Massachusetts
-$29K -981 Closed
SHIM
1121
Stone House Investment Management
Pennsylvania
-$20K -681 Closed
AA
1122
Advisory Alpha
Michigan
-$18.4K -650 Closed
LPC
1123
Loeb Partners Corp
New York
-$17K -600 Closed
WTB
1124
Washington Trust Bank
Washington
-$17K -600 Closed
PGWM
1125
Parisi Gray Wealth Management
New Jersey
-$11K -367 Closed

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.