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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
SHWM
1151
Silicon Hills Wealth Management
Texas
$61 +$54 +2 New
Marshall Wace
1152
Marshall Wace
United Kingdom
-$41.2M -1,441,688 Closed
MWNA
1153
Marshall Wace North America
New York
-$4.76M -166,623 Closed
Citadel Advisors
1154
Citadel Advisors
Florida
-$4.31M -158,854 Closed
VLC
1155
Van Leeuwen & Company
New Jersey
-$3.54M -124,040 Closed
State of Wisconsin Investment Board
1156
State of Wisconsin Investment Board
Wisconsin
-$3.25M -113,775 Closed
EWM
1157
Edge Wealth Management
New York
-$2.9M -101,673 Closed
IWA
1158
IBEX Wealth Advisors
New Jersey
-$2.83M -98,941 Closed
Natixis Advisors
1159
Natixis Advisors
Massachusetts
-$2.42M -84,605 Closed
CIBC World Market
1160
CIBC World Market
Ontario, Canada
-$1.33M -46,430 Closed
CIM
1161
Corda Investment Management
Texas
-$1.03M -36,248 Closed
GCP
1162
GSA Capital Partners
United Kingdom
-$998K -34,910 Closed
PWLP
1163
Prio Wealth Limited Partnership
Massachusetts
-$892K -31,214 Closed
NEPWA
1164
New England Private Wealth Advisors
Massachusetts
-$693K -24,298 Closed
TWMP
1165
Taylor Wealth Management Partners
Massachusetts
-$613K -21,450 Closed
BWCS
1166
Beirne Wealth Consulting Services
Connecticut
-$608K -21,264 Closed
RCYC
1167
Richard C. Young & Co
Rhode Island
-$533K -18,648 Closed
Baird Financial Group
1168
Baird Financial Group
Wisconsin
-$462K -16,172 Closed
SRCM
1169
Swift Run Capital Management
Virginia
-$457K -16,000 Closed
C
1170
Cerebellum
California
-$440K -15,394 Closed
LG
1171
Leuthold Group
Minnesota
-$429K -15,014 Closed
IMC Chicago
1172
IMC Chicago
Illinois
-$338K -11,819 Closed
NHC
1173
Nicholas Hoffman & Company
Georgia
-$326K -11,400 Closed
VAG
1174
VisionPoint Advisory Group
Texas
-$314K -11,246 Closed
GH
1175
GAM Holding
Switzerland
-$316K -11,071 Closed

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.