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Enterprise Products Partners

1,008 hedge funds and large institutions have $11B invested in Enterprise Products Partners in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 357 increasing their positions, 390 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $119M | Put options by funds: $103M

8% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 390

1.86% less ownership

Funds ownership: 36.74%34.89% (-1.9%)

12% less funds holding

Funds holding: 1,1451,008 (-137)

19% less funds holding in top 10

Funds holding in top 10: 7460 (-14)

52% less capital invested

Capital invested by funds: $22.7B → $11B (-$11.7B)

62% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 196

Holders
1,008
Holders Change
-137
Holders Change %
-11.97%
% of All Funds
22.21%
Holding in Top 10
60
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-18.92%
% of All Funds
1.32%
New
74
Increased
357
Reduced
390
Closed
196
Calls
$119M
Puts
$103M
Net Calls
+$15.7M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Harvest Fund Advisors
Pennsylvania
$804M +$98.5M +4,238,995 +8%
Goldman Sachs
2
Goldman Sachs
New York
$700M -$75.6M -3,254,680 -6%
Bank of America
3
Bank of America
North Carolina
$434M +$53.6M +2,309,410 +8%
TCA
4
Tortoise Capital Advisors
Kansas
$432M -$323M -13,917,480 -32%
AA
5
ALPS Advisors
Colorado
$392M -$30.5M -1,312,557 -5%
EIP
6
Energy Income Partners
Connecticut
$369M +$44.7M +1,925,300 +8%
Blackstone Inc
7
Blackstone Inc
New York
$325M +$529M +22,756,524 New
Morgan Stanley
8
Morgan Stanley
New York
$302M -$54M -2,325,869 -10%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$261M -$6.49M -279,393 -2%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$235M -$69.6M -2,998,493 -15%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$234M +$36M +1,550,386 +10%
UBS Group
12
UBS Group
Switzerland
$234M -$141M -6,068,325 -27%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$224M -$3.91M -168,366 -1%
BlackRock
14
BlackRock
New York
$216M +$1.01M +43,473 +0.3%
KACA
15
Kayne Anderson Capital Advisors
California
$215M -$203M -8,721,931 -37%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$197M +$130M +5,617,745 +69%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$188M +$53.6M +2,309,741 +21%
JP Morgan Chase
18
JP Morgan Chase
New York
$173M -$104M -4,485,362 -27%
CCM
19
Chickasaw Capital Management
Tennessee
$156M -$38.7M -1,664,189 -13%
SCA
20
Salient Capital Advisors
Texas
$155M -$2.73M -117,656 -1%
Invesco
21
Invesco
Georgia
$151M -$56.5M -2,433,133 -19%
BPSG
22
Brookfield Public Securities Group
New York
$141M -$103M -4,424,480 -31%
American Century Companies
23
American Century Companies
Missouri
$134M +$24.2M +1,043,998 +13%
IG
24
ING Group
Netherlands
$126M +$70.4M +3,029,000 +53%
ClearBridge Investments
25
ClearBridge Investments
New York
$121M -$83.3M -3,588,548 -30%

EPD Hedge Fund Activity: Q1 2020 in Review

1,008 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2020, worth a combined $11B — down 52% from $22.7B a quarter earlier.

Sellers outnumbered buyers: 196 funds closed out of EPD and 74 opened new positions — a net loss of 122 holders — while 390 trimmed existing stakes and 357 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $529M. The largest seller was Tortoise Capital Advisors, cutting an estimated $323M.

  • 1,008 institutional investors held Enterprise Products Partners (EPD) as of Q1 2020, down from 1,145 in Q4 2019.
  • Funds reported $11B of Enterprise Products Partners stock for Q1 2020, down 52% quarter-over-quarter.
  • 74 funds opened new Enterprise Products Partners positions in Q1 2020 and 196 closed out, a net change of -122 holders.
  • The largest Enterprise Products Partners buyer in Q1 2020 was Blackstone Inc, an estimated $529M added.
  • The largest Enterprise Products Partners seller in Q1 2020 was Tortoise Capital Advisors, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2020.