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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
OA
101
Oxbow Advisors
Texas
$25.5M +$747K +27,579 +3%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$24.4M +$577K +21,307 +3%
OCM
103
Osterweis Capital Management
California
$24.4M -$7.14M -263,256 -23%
William Blair & Company
104
William Blair & Company
Illinois
$24.4M -$280K -10,321 -1%
HM
105
Heronetta Management
New York
$23.6M
OC
106
Oppenheimer & Co
New York
$22.9M -$750K -27,689 -3%
UCFA
107
United Capital Financial Advisors
Texas
$22.8M -$367K -13,533 -2%
FFSOTS
108
Fiduciary Financial Services of The Southwest
Texas
$22.8M -$174K -6,424 -1%
M&T Bank
109
M&T Bank
New York
$22.7M -$2.54M -93,575 -10%
LPL Financial
110
LPL Financial
California
$21.7M +$1.44M +53,116 +7%
Allianz Asset Management
111
Allianz Asset Management
Germany
$21.6M -$14.1M -519,000 -40%
GT
112
Glenmede Trust
Pennsylvania
$21.6M +$393K +14,489 +2%
Sumitomo Mitsui Trust Group
113
Sumitomo Mitsui Trust Group
Japan
$21.1M -$1.83M -67,400 -8%
EVM
114
Eaton Vance Management
Massachusetts
$20.9M +$627K +23,121 +3%
PM
115
Precept Management
Texas
$20.8M
N
116
Nuveen
North Carolina
$20.6M -$24.8M -913,950 -56%
Mariner
117
Mariner
Kansas
$20.5M +$6.16M +227,149 +45%
SOAMC
118
Spirit of America Management Corp
New York
$20.2M -$832K -30,680 -4%
HAM
119
Harber Asset Management
North Carolina
$19.8M +$4.16M +153,624 +28%
WFI
120
West Family Investments
California
$19.5M
HF
121
HRT Financial
New York
$19.5M +$15.3M +563,947 +442%
PTC
122
Petrus Trust Company
Texas
$18.3M +$2.03M +75,000 +13%
TC
123
Tetrad Corporation
Nebraska
$17.1M
SBH
124
Segall Bryant & Hamill
Illinois
$17M -$519K -19,149 -3%
Fisher Asset Management
125
Fisher Asset Management
Washington
$16.5M +$15.8M +584,777 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.