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Enterprise Products Partners

1,050 hedge funds and large institutions have $23.5B invested in Enterprise Products Partners in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 351 increasing their positions, 345 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $270M | Put options by funds: $61.5M

55% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 65

20% more capital invested

Capital invested by funds: $19.6B → $23.5B (+$3.88B)

2% more funds holding in top 10

Funds holding in top 10: 8789 (+2)

2% more funds holding

Funds holding: 1,0271,050 (+23)

2% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 345

0.39% more ownership

Funds ownership: 36.55%36.94% (+0.39%)

Holders
1,050
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
22.73%
Holding in Top 10
89
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.3%
% of All Funds
1.93%
New
101
Increased
351
Reduced
345
Closed
65
Calls
$270M
Puts
$61.5M
Net Calls
+$208M
Net Calls Change
+$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.42B +$10.6M +378,648 +0.8%
HFA
2
Harvest Fund Advisors
Pennsylvania
$1.37B -$10.6M -380,368 -0.8%
TCA
3
Tortoise Capital Advisors
Kansas
$1.2B -$27.7M -991,079 -2%
AA
4
ALPS Advisors
Colorado
$956M -$61.4M -2,198,541 -6%
KACA
5
Kayne Anderson Capital Advisors
California
$779M -$60.2M -2,153,517 -7%
Bank of America
6
Bank of America
North Carolina
$763M +$12.9M +462,974 +2%
UBS Group
7
UBS Group
Switzerland
$700M -$131M -4,672,303 -16%
EIP
8
Energy Income Partners
Connecticut
$602M -$5.16M -184,737 -0.9%
Fayez Sarofim & Co
9
Fayez Sarofim & Co
Texas
$582M +$7.33M +262,405 +1%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$580M +$24.7M +884,418 +5%
Morgan Stanley
11
Morgan Stanley
New York
$570M +$34.6M +1,240,457 +7%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$519M -$13.4M -479,411 -3%
BlackRock
13
BlackRock
New York
$494M +$46.5M +1,665,379 +11%
BC
14
Brookfield Corp
Ontario, Canada
$412M +$12.7M +455,050 +3%
O
15
OppenheimerFunds
New York
$408M -$39.7M -1,420,849 -9%
JP Morgan Chase
16
JP Morgan Chase
New York
$405M -$19.1M -684,793 -5%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$399M -$40.4M -1,445,799 -10%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$397M +$391K +14,000 +0.1%
SCA
19
Salient Capital Advisors
Texas
$370M -$11.9M -426,737 -3%
AR
20
Argyll Research
Delaware
$349M +$32.4M +1,158,662 +11%
ClearBridge Investments
21
ClearBridge Investments
New York
$345M -$3.7M -132,546 -1%
CCM
22
Chickasaw Capital Management
Tennessee
$342M +$10.9M +391,329 +3%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$317M -$3.41M -121,916 -1%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$260M +$116M +4,151,710 +87%
N
25
Natixis
France
$243M +$214M +7,646,126 +1,065%

EPD Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2019, worth a combined $23.5B — up 20% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EPD positions and 65 closed out — a net gain of 36 holders — while 351 added to existing stakes and 345 trimmed.

The largest buyer was Natixis, adding an estimated $214M. The largest seller was UBS Group, cutting an estimated $131M.

  • 1,050 institutional investors held Enterprise Products Partners (EPD) as of Q1 2019, up from 1,027 in Q4 2018.
  • Funds reported $23.5B of Enterprise Products Partners stock for Q1 2019, up 20% quarter-over-quarter.
  • 101 funds opened new Enterprise Products Partners positions in Q1 2019 and 65 closed out, a net change of +36 holders.
  • The largest Enterprise Products Partners buyer in Q1 2019 was Natixis, an estimated $214M added.
  • The largest Enterprise Products Partners seller in Q1 2019 was UBS Group, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2019.