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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
NWM
1201
Northwest Wealth Management
Iowa
-$202K -7,073 Closed
PIA
1202
Pinion Investment Advisors
Kansas
-$201K -7,020 Closed
LCM
1203
LVM Capital Management
Michigan
-$200K -7,000 Closed
SA
1204
Sicart Associates
New York
-$200K -7,000 Closed
TAM
1205
Todd Asset Management
Kentucky
-$200K -7,000 Closed
GSWM
1206
Golden State Wealth Management
California
-$200K -6,992 Closed
SCP
1207
Syntal Capital Partners
Texas
-$196K -6,892 Closed
HIIFS
1208
Harel Insurance Investments & Financial Services
Israel
-$185K -6,466 Closed
UBS AM
1209
UBS AM
Illinois
-$123K -4,320 Closed
GWAG
1210
Garrett Wealth Advisory Group
Texas
-$101K -3,531 Closed
WC
1211
Weil Company
California
-$85K -2,965 Closed
HIM
1212
Hillsdale Investment Management
Ontario, Canada
-$80K -2,800 Closed
AM
1213
Atwater Malick
Pennsylvania
-$80K -2,782 Closed
CWM
1214
Cedar Wealth Management
California
-$50K -1,750 Closed
PFO
1215
Pathstone Family Office
New Jersey
-$46K -1,625 Closed
SQA
1216
Simon Quick Advisors
New Jersey
-$41K -1,450 Closed
NCM
1217
Next Capital Management
New York
-$35K -1,240 Closed
FEG
1218
Financial Enhancement Group
Indiana
-$32K -1,135 Closed
CAGAS
1219
Capital Advisory Group Advisory Services
Minnesota
-$27K -933 Closed
NIC
1220
Northwest Investment Counselors
Oregon
-$20K -685 Closed
SB
1221
Strategic Blueprint
Georgia
-$18K -640 Closed
KWA
1222
KCS Wealth Advisory
California
-$12.8K -448 Closed
DP
1223
Denver PWM
Colorado
-$10.6K -370 Closed
PCIA
1224
Prime Capital Investment Advisors
Kansas
-$9K -313 Closed
ME
1225
McIlrath & Eck
Washington
-$1K -50 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.