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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
RIA
1126
RPG Investment Advisory
California
$10K
WWM
1127
Willingdon Wealth Management
North Carolina
$10K
DTIM
1128
Danda Trouve Investment Management
Kansas
$10K +$9.65K +356 New
GTAM
1129
Global Trust Asset Management
Florida
$9K -$16.3K -600 -65%
SL
1130
Savior LLC
Massachusetts
$9K +$8.62K +318 New
BCA
1131
Bray Capital Advisors
Florida
$8K
TWA
1132
TCI Wealth Advisors
Arizona
$6K -$21.7K -800 -80%
RWB
1133
RMR Wealth Builders
New Jersey
$6K +$5.42K +200 New
SWA
1134
Sutton Wealth Advisors
Florida
$5.13K
SWM
1135
Selective Wealth Management
Virginia
$5K -$9.3K -343 -68%
LFG
1136
Larson Financial Group
Missouri
$5K +$27 +1 +0.5%
CWA
1137
Capital Wealth Alliance
Arizona
$5K +$5.2K +192 New
CCM
1138
Cribstone Capital Management
Maine
$3K
IRAG
1139
Investment Research & Advisory Group
Georgia
$3K +$2.66K +98 New
CAM
1140
Columbia Asset Management
Michigan
$2.49K
KFS
1141
Kelly Financial Services
Massachusetts
$2.15K +$27 +1 +1%
AIS
1142
Accurate Investment Solutions
Pennsylvania
$2K
DI
1143
Disciplined Investments
Oklahoma
$2K +$2.22K +82 New
FCH
1144
Freestone Capital Holdings
Washington
$1.28K -$148K -5,463 -11%
LWM
1145
Liberty Wealth Management
California
$1K
ETC
1146
Exchange Traded Concepts
Oklahoma
$1K +$867 +32 New
AC
1147
Asio Capital
Kentucky
$456 +$439K +16,200 New
ED
1148
Exane Derivatives
France
$260
PGAM
1149
Princeton Global Asset Management
New Jersey
$92
LS
1150
Leelyn Smith
Illinois
$90 +$85.6K +3,160 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.