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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
Goldman Sachs
1
Goldman Sachs
New York
$1.47B +$13.4M +493,257 +1%
HFA
2
Harvest Fund Advisors
Pennsylvania
$1.46B +$19.8M +729,956 +1%
TCA
3
Tortoise Capital Advisors
Kansas
$1.24B -$95.2M -3,510,631 -7%
AA
4
ALPS Advisors
Colorado
$809M -$19M -701,169 -2%
Bank of America
5
Bank of America
North Carolina
$791M -$38.9M -1,435,140 -5%
EIP
6
Energy Income Partners
Connecticut
$672M +$40.3M +1,485,601 +7%
KACA
7
Kayne Anderson Capital Advisors
California
$668M -$31.7M -1,170,392 -5%
Morgan Stanley
8
Morgan Stanley
New York
$661M +$29M +1,071,717 +5%
UBS Group
9
UBS Group
Switzerland
$632M +$20.3M +747,987 +3%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$548M +$14.6M +537,940 +3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$521M -$5.02M -185,065 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$466M +$134M +4,950,096 +43%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$447M -$6.46M -238,237 -1%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$433M -$55M -2,028,576 -12%
BlackRock
15
BlackRock
New York
$424M -$34.5M -1,273,522 -8%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$418M +$20.8M +765,669 +5%
BPSG
17
Brookfield Public Securities Group
New York
$402M +$3.49M +128,843 +0.9%
Invesco
18
Invesco
Georgia
$365M -$44.3M -1,636,016 -11%
CCM
19
Chickasaw Capital Management
Tennessee
$354M -$22.1M -814,285 -6%
ClearBridge Investments
20
ClearBridge Investments
New York
$339M +$4.54M +167,349 +1%
Wells Fargo
21
Wells Fargo
California
$335M +$89.2M +3,290,813 +38%
SCA
22
Salient Capital Advisors
Texas
$309M -$65.1M -2,402,902 -18%
Ensign Peak Advisors
23
Ensign Peak Advisors
Utah
$306M +$294M +10,857,048 New
COPPSERS
24
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$270M -$43.2M -1,592,302 -14%
American Century Companies
25
American Century Companies
Missouri
$235M +$10.7M +395,758 +5%

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.