We are live on ! Find out more
EPD icon

Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
301
Chartwell Investment Partners
Pennsylvania
$2.76M
11A
302
10-15 Associates
New York
$2.75M +$5.73K +205 +0.2%
GG
303
Gofen & Glossberg
Illinois
$2.71M -$1.4K -50 -0.1%
IWA
304
Intercontinental Wealth Advisors
Texas
$2.67M +$28.1K +1,007 +1%
SWP
305
Stratos Wealth Partners
Ohio
$2.67M +$200K +7,171 +8%
OCM
306
Orleans Capital Management
Louisiana
$2.64M -$39.1K -1,400 -1%
BIM
307
Beach Investment Management
Pennsylvania
$2.62M
PA
308
Parallel Advisors
California
$2.62M +$332K +11,885 +14%
HNB
309
Huntington National Bank
Ohio
$2.62M +$1.52M +54,421 +135%
Mariner
310
Mariner
Kansas
$2.61M -$5.89K -211 -0.2%
WC
311
Whitney & Co
New York
$2.58M +$101K +3,600 +4%
BRWA
312
B. Riley Wealth Advisors
Florida
$2.56M +$22.7K +814 +0.9%
BIM
313
Baldwin Investment Management
Pennsylvania
$2.56M
CFB
314
Cullen/Frost Bankers
Texas
$2.52M -$203K -7,260 -7%
CVSC
315
C.V. Starr & Co
New York
$2.48M
EWM
316
Edge Wealth Management
New York
$2.48M -$814K -29,155 -25%
EGA
317
E&G Advisors
Texas
$2.47M +$43.8K +1,567 +2%
HAIM
318
Hunter Associates Investment Management
Pennsylvania
$2.43M -$106K -3,800 -4%
SW
319
SVB Wealth
Massachusetts
$2.43M -$22.3K -800 -0.9%
CT
320
Coastline Trust
Rhode Island
$2.38M -$29.9K -1,070 -1%
EDRH
321
Edmond de Rothschild Holding
Switzerland
$2.37M
WIC
322
Woodmont Investment Counsel
Tennessee
$2.37M
BCM
323
Bourgeon Capital Management
Connecticut
$2.36M +$11.2K +400 +0.5%
WPP
324
Whalerock Point Partners
Rhode Island
$2.35M +$223K +8,000 +10%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$2.33M +$149K +5,320 +7%

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.