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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
Advisors Capital Management
New Jersey
$3.02M +$1.09M +40,814 +49%
LF
277
Lee Financial
Texas
$3.02M +$1.24M +46,517 +61%
EAM
278
Eagle Asset Management
Florida
$3.01M +$559K +21,000 +21%
JIC
279
Johnson Investment Counsel
Ohio
$3.01M +$65.7K +2,468 +2%
PH
280
Pinnacle Holdings
Oklahoma
$2.99M +$84.5K +3,175 +3%
Fiera Capital (Canada)
281
Fiera Capital (Canada)
Quebec, Canada
$2.98M -$1.78K -67 -0.1%
BCM
282
Bourgeon Capital Management
Connecticut
$2.95M +$200K +7,500 +7%
CWS
283
Cypress Wealth Services
California
$2.94M +$3.6K +135 +0.1%
POIA
284
Pin Oak Investment Advisors
Texas
$2.94M -$63.3K -2,378 -2%
VFA
285
Voya Financial Advisors
Connecticut
$2.87M +$60.7K +2,278 +2%
PA
286
Parallel Advisors
California
$2.81M -$146K -5,498 -5%
CCG
287
Chatham Capital Group
Georgia
$2.8M -$180K -6,761 -6%
AAA
288
Adams Asset Advisors
Texas
$2.72M
DT
289
Diversified Trust
Tennessee
$2.67M +$71K +2,667 +3%
WEC
290
Winslow Evans & Crocker
Massachusetts
$2.62M -$64K -2,404 -2%
PGH
291
Partners Group Holding
Switzerland
$2.6M -$253K -9,500 -8%
Manulife (Manufacturers Life Insurance)
292
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.58M +$429K +16,116 +18%
FA
293
FDx Advisors
Illinois
$2.57M -$406K -15,240 -13%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$2.57M -$82.8K -3,109 -3%
RJT
295
Raymond James Trust
Florida
$2.56M +$46K +1,729 +2%
WPP
296
Whalerock Point Partners
Rhode Island
$2.56M +$81.3K +3,052 +3%
BA
297
BCM Advisors
Louisiana
$2.55M -$18.6K -700 -0.7%
BP
298
Ballentine Partners
Massachusetts
$2.53M -$260K -9,769 -9%
TF
299
TIAA FSB
Florida
$2.53M -$365K -13,711 -12%
VWM
300
Venturi Wealth Management
Texas
$2.52M +$180K +6,776 +7%

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.