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Enterprise Products Partners

724 hedge funds and large institutions have $19.2B invested in Enterprise Products Partners in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 261 increasing their positions, 220 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $85.4M | Put options by funds: $48.9M

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

19% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 220

7% more capital invested

Capital invested by funds: $18B → $19.2B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 8387 (+4)

2% more funds holding

Funds holding: 711724 (+13)

0.63% more ownership

Funds ownership: 58.39%59.02% (+0.63%)

Holders
724
Holders Change
+13
Holders Change %
+1.83%
% of All Funds
20.91%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.51%
New
56
Increased
261
Reduced
220
Closed
34
Calls
$85.4M
Puts
$48.9M
Net Calls
+$36.5M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
AM
226
Account Management
Massachusetts
$3.72M +$16.6K +500 +0.5%
PMG
227
ProVise Management Group
Florida
$3.7M +$94.1K +2,840 +3%
CBOA
228
Commonwealth Bank of Australia
Australia
$3.69M +$66.3K +2,000 +2%
RJT
229
Raymond James Trust
Florida
$3.68M -$155K -4,666 -4%
EAM
230
Evanson Asset Management
California
$3.68M +$10.5K +316 +0.3%
TAM
231
TPH Asset Management
Texas
$3.65M -$862K -26,000 -20%
CCT
232
Country Club Trust
Missouri
$3.65M +$118K +3,554 +3%
WBG
233
Wharton Business Group
Pennsylvania
$3.64M
HAIM
234
Hunter Associates Investment Management
Pennsylvania
$3.63M -$706K -21,300 -17%
JEW
235
Jamison Eaton & Wood
New Jersey
$3.63M -$1.02M -30,800 -23%
WFMPM
236
Woodley Farra Manion Portfolio Management
Indiana
$3.61M +$2.95M +89,110 +600%
BAM
237
Burnham Asset Management
New York
$3.55M +$379K +11,426 +13%
RFC
238
Russell Frank Company
Washington
$3.41M +$318K +9,596 +11%
GHAM
239
Gilman Hill Asset Management
Connecticut
$3.41M +$62K +1,870 +2%
AllianceBernstein
240
AllianceBernstein
Tennessee
$3.37M +$13.3K +400 +0.4%
SI
241
Stephens Inc
Arkansas
$3.36M +$367K +11,078 +13%
PR
242
Payden & Rygel
California
$3.35M
BIM
243
Beach Investment Management
Pennsylvania
$3.29M
JWM
244
Jacobus Wealth Management
Wisconsin
$3.23M +$174K +5,252 +6%
PH
245
Pinnacle Holdings
Oklahoma
$3.21M -$144K -4,348 -4%
CCP
246
Clarkston Capital Partners
Michigan
$3.15M +$3.02M +90,966 New
SSWM
247
Sheets Smith Wealth Management
North Carolina
$3.15M -$73.7K -2,222 -2%
FMT
248
First Mercantile Trust
Tennessee
$3.15M +$855K +25,808 +40%
NC
249
NBW Capital
Massachusetts
$3.14M -$8.09M -244,130 -73%
SOAMC
250
Spirit of America Management Corp
New York
$3.14M +$570K +17,194 +23%

EPD Hedge Fund Activity: Q1 2014 in Review

724 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2014, worth a combined $19.2B — up 6.9% from $18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EPD positions and 34 closed out — a net gain of 22 holders — while 261 added to existing stakes and 220 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $128M. The largest seller was Invesco, cutting an estimated $397M.

  • 724 institutional investors held Enterprise Products Partners (EPD) as of Q1 2014, up from 711 in Q4 2013.
  • Funds reported $19.2B of Enterprise Products Partners stock for Q1 2014, up 6.9% quarter-over-quarter.
  • 56 funds opened new Enterprise Products Partners positions in Q1 2014 and 34 closed out, a net change of +22 holders.
  • The largest Enterprise Products Partners buyer in Q1 2014 was First Trust Advisors, an estimated $128M added.
  • The largest Enterprise Products Partners seller in Q1 2014 was Invesco, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2014.