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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
1IA
301
1834 Investment Advisors
Wisconsin
$2.08M -$4.64K -140 -0.2%
SSB
302
Sandy Spring Bank
Maryland
$2.01M +$46.4K +1,400 +2%
NAM
303
NTV Asset Management
West Virginia
$2M
FTIOP
304
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.99M -$5.11K -154 -0.3%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$1.99M +$695K +20,958 +58%
WPP
306
Whalerock Point Partners
Rhode Island
$1.98M
CCM
307
Chilton Capital Management
Texas
$1.96M -$38.1K -1,150 -2%
WFG
308
Wills Financial Group
Virginia
$1.94M +$98.3K +2,966 +6%
CPIM
309
Columbia Partners Investment Management
Virginia
$1.93M +$1.84M +55,512 New
KIA
310
KCM Investment Advisors
California
$1.92M -$14.8K -448 -0.8%
SFA
311
Sequoia Financial Advisors
Ohio
$1.92M -$136K -4,116 -7%
DP
312
Dearborn Partners
Illinois
$1.91M +$241K +7,284 +15%
CAN
313
Cetera Advisor Networks
California
$1.91M +$163K +4,910 +10%
CI
314
Capital Innovations
Wisconsin
$1.89M
ABC
315
Associated Banc-Corp
Wisconsin
$1.88M +$1.41M +42,610 +365%
MIS
316
Morningstar Investment Services
Illinois
$1.87M +$90K +2,714 +5%
ACP
317
Aviance Capital Partners
Florida
$1.87M -$192K -5,800 -10%
CT
318
Coastline Trust
Rhode Island
$1.86M
GC
319
Grace Capital
Massachusetts
$1.85M +$125K +3,780 +8%
FM
320
Family Management
New York
$1.83M -$59.9K -1,808 -3%
ACM
321
Azimuth Capital Management
Michigan
$1.82M -$66.3K -2,000 -4%
NPIT
322
National Penn Investors Trust
Pennsylvania
$1.82M
HC
323
Hendley & Co
Ohio
$1.82M +$13.3K +400 +0.8%
MLL
324
Moody Lynn & Lieberson
Massachusetts
$1.82M -$6.63K -200 -0.4%
GP
325
Girard Partners
Pennsylvania
$1.82M +$55.2K +1,664 +3%

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.