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Enterprise Products Partners
EPD

888 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 305 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $165M | Put options by funds: $69.5M

1% more funds holding in top 10

Funds holding in top 10: 81 → 82 (+1)

5% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 305

0.34% more ownership

Funds ownership: 37.44% → 37.78% (+0.34%)

0% more capital invested

Capital invested by funds: $21.9B → $21.9B (+$56.3M)

2% less funds holding

Funds holding: 905 → 888 (-17)

10% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 58

Holders
888
Holders Change
-17
Holders Change %
-1.88%
% of All Funds
22.14%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
2.04%
New
52
Increased
319
Reduced
305
Closed
58
Calls
$165M
Puts
$69.5M
Net Calls
+$95.4M
Net Calls Change
-$7.58M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$309M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$260M
3
Principal Financial Group
Principal Financial Group
Iowa
+$143M
4
CBOA
Commonwealth Bank of Australia
Australia
+$107M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.2M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$69.5M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$59.2M
3
AA
ALPS Advisors
Colorado
-$54.8M
4
N
Nuveen
North Carolina
-$50.1M
5
CCCA
Center Coast Capital Advisors
Texas
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
301
E&G Advisors
Texas
$2.55M +$123K +4,526 +5%
EHC
302
Everett Harris & Co
California
$2.55M +$376K +13,861 +17%
WC
303
Whitney & Co
New York
$2.53M -$9.08K -335 -0.4%
CFB
304
Cullen/Frost Bankers
Texas
$2.51M +$43.8K +1,616 +2%
JMPWA
305
JP Morgan Private Wealth Advisors
California
$2.49M -$1.72M -63,480 -41%
BIM
306
Baldwin Investment Management
Pennsylvania
$2.49M -$21.7K -800 -0.9%
SA
307
SL Advisors
New Jersey
$2.44M -$275K -10,143 -10%
CVSC
308
C.V. Starr & Co
New York
$2.44M – – –
KBC Group
309
KBC Group
Belgium
$2.43M -$3.89M -143,416 -62%
HAIM
310
Hunter Associates Investment Management
Pennsylvania
$2.39M +$8.13K +300 +0.3%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$232K +8,559 +11%
LF
312
Lee Financial
Texas
$2.32M +$1.06M +39,080 +84%
IWA
313
Intercontinental Wealth Advisors
Texas
$2.31M -$309K -11,415 -12%
CT
314
Coastline Trust
Rhode Island
$2.31M -$31.7K -1,170 -1%
FAAS
315
First Allied Advisory Services
California
$2.27M +$42.7K +1,577 +2%
ANI
316
American National Insurance
Texas
$2.26M – – –
HCM
317
Hutner Capital Management
Vermont
$2.25M +$2.17K +80 +0.1%
VWM
318
Venturi Wealth Management
Texas
$2.24M +$106K +3,905 +5%
Manulife (Manufacturers Life Insurance)
319
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.23M +$581K +21,452 +35%
WIC
320
Woodmont Investment Counsel
Tennessee
$2.2M -$172K -6,350 -7%
OAM
321
Oppenheimer Asset Management
New York
$2.19M +$304K +11,228 +16%
ECM
322
Ensemble Capital Management
California
$2.19M -$50.4K -1,860 -2%
EDRH
323
Edmond de Rothschild Holding
Switzerland
$2.17M -$163K -6,000 -7%
RA
324
RR Advisors
Texas
$2.17M – – –
KP
325
Keel Point
Alabama
$2.16M -$515 -19 -0%
11 12
13
14 15

EPD Hedge Fund Activity: Q2 2017 in Review

888 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2017, worth a combined $21.9B — up 0.26% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EPD and 52 opened new positions — a net loss of 6 holders — while 305 trimmed existing stakes and 319 added.

The largest buyer was Bank of America, adding an estimated $309M. The largest seller was Harvest Fund Advisors, cutting an estimated $69.5M.

  • 888 institutional investors held Enterprise Products Partners (EPD) as of Q2 2017, down from 905 in Q1 2017.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q2 2017, up 0.26% quarter-over-quarter.
  • 52 funds opened new Enterprise Products Partners positions in Q2 2017 and 58 closed out, a net change of -6 holders.
  • The largest Enterprise Products Partners buyer in Q2 2017 was Bank of America, an estimated $309M added.
  • The largest Enterprise Products Partners seller in Q2 2017 was Harvest Fund Advisors, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2017.