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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
CFN
1101
Cordasco Financial Network
Florida
$27K
CHC
1102
City Holding Co
West Virginia
$24K
HCA
1103
Horan Capital Advisors
Ohio
$23K
JWBC
1104
John W. Brooker & Co
California
$21K +$20.3K +750 New
EWP
1105
Engrave Wealth Partners
Texas
$21K +$21.1K +780 New
GI
1106
Gradient Investments
Minnesota
$20K
MF
1107
Manchester Financial
California
$20K +$19K +700 New
CB
1108
CNB Bank
Pennsylvania
$19K
FGAM
1109
Financial Gravity Asset Management
Texas
$19K +$18.2K +673 New
TF
1110
TimeScale Financial
Massachusetts
$16K
CWM
1111
Cranbrook Wealth Management
Michigan
$15K
PWP
1112
Personal Wealth Partners
Minnesota
$15K
SSWG
1113
Seven Springs Wealth Group
Tennessee
$15K +$14.6K +537 New
GFPC
1114
Global Financial Private Client
Florida
$14.5K +$13.9K +514 New
LWA
1115
Lenox Wealth Advisors
New York
$14K -$91.5K -3,375 -87%
APC
1116
Aspire Private Capital
North Carolina
$14K
WCG
1117
Weaver Consulting Group
California
$14K
RG
1118
Retirement Group
California
$14K +$13.6K +500 New
PAI
1119
Pittenger & Anderson Inc
Nebraska
$12K +$11.2K +415 New
CAL
1120
Capital Analysts LLC
Pennsylvania
$11K
NPP
1121
New Potomac Partners
Maryland
$11K
TCM
1122
Tradewinds Capital Management
Washington
$11K +$5.42K +200 +108%
IWP
1123
IAG Wealth Partners
Wisconsin
$11K +$10.2K +375 New
LWM
1124
Lionsbridge Wealth Management
Florida
$11K +$10.8K +400 New
TCWM
1125
Total Clarity Wealth Management
Illinois
$11K +$10.8K +400 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.