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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
XS
1176
XR Securities
Illinois
-$310K -10,853 Closed
STA
1177
Summit Trail Advisors
New York
-$307K -10,753 Closed
PCM
1178
Parsons Capital Management
Rhode Island
-$292K -10,230 Closed
SFG
1179
Summit Financial Group
West Virginia
-$292K -10,200 Closed
GP
1180
Geneva Partners
Wisconsin
-$286K -10,000 Closed
SC
1181
Savant Capital
Illinois
-$247K -8,649 Closed
WA
1182
WESPAC Advisors
California
-$245K -8,568 Closed
CG
1183
Caprock Group
Idaho
-$235K -8,227 Closed
SEM
1184
Suncoast Equity Management
Florida
-$233K -8,150 Closed
HSA
1185
HBK Sorce Advisory
Pennsylvania
-$233K -8,136 Closed
AIM
1186
Axiom Investment Management
New York
-$232K -8,102 Closed
AIM
1187
Avity Investment Management
Connecticut
-$227K -7,950 Closed
CA
1188
Cumberland Advisors
Florida
-$224K -7,840 Closed
HIM
1189
Hotaling Investment Management
Pennsylvania
-$223K -7,820 Closed
MSA
1190
Marino Stram & Associates
Massachusetts
-$221K -7,722 Closed
BFA
1191
Beaumont Financial Advisors
Massachusetts
-$218K -7,611 Closed
AFM
1192
Andesa Financial Management
Pennsylvania
-$217K -7,606 Closed
FHC
1193
First Heartland Consultants
Missouri
-$217K -7,582 Closed
SFWA
1194
Summit Financial Wealth Advisors
Louisiana
-$209K -7,566 Closed
CHJWM
1195
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$203K -7,385 Closed
PAS
1196
Partnervest Advisory Services
California
-$209K -7,314 Closed
HPIA
1197
Hamilton Point Investment Advisors
North Carolina
-$209K -7,310 Closed
BHA
1198
Beech Hill Advisors
New York
-$209K -7,300 Closed
GW
1199
GW & Wade
Massachusetts
-$206K -7,193 Closed
CA
1200
Commerzbank Aktiengesellschaft
Germany
-$203K -7,091 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.