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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
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$2.52M +$2.74M +102,722 New
CA
302
Cullinan Associates
Kentucky
$2.46M
CFB
303
Cullen/Frost Bankers
Texas
$2.39M +$121K +4,532 +5%
SG Americas Securities
304
SG Americas Securities
New York
$2.38M -$399K -14,975 -13%
Bessemer Group
305
Bessemer Group
New Jersey
$2.36M +$719K +27,000 +39%
IWA
306
IBEX Wealth Advisors
New Jersey
$2.36M +$2.57M +96,391 New
BIM
307
Beach Investment Management
Pennsylvania
$2.32M
SWP
308
Stratos Wealth Partners
Ohio
$2.31M -$19.7K -741 -0.8%
BIM
309
Baldwin Investment Management
Pennsylvania
$2.3M +$16.6K +625 +0.7%
HTC
310
Haverford Trust Company
Pennsylvania
$2.29M +$284K +10,658 +13%
CIC
311
Carnegie Investment Counsel
Ohio
$2.29M +$86.7K +3,254 +4%
EAM
312
Evanson Asset Management
California
$2.27M +$40.2K +1,511 +2%
LFR
313
Lehman Financial Resources
Pennsylvania
$2.27M -$5.33K -200 -0.2%
SPIA
314
Steward Partners Investment Advisory
New York
$2.26M +$2.46M +92,317 New
TW
315
Transform Wealth
Colorado
$2.25M -$90.5K -3,400 -4%
SOMRS
316
State of Michigan Retirement System
Michigan
$2.25M
OAM
317
Oppenheimer Asset Management
New York
$2.21M -$149K -5,603 -6%
EGA
318
E&G Advisors
Texas
$2.21M -$39.2K -1,473 -2%
CVSC
319
C.V. Starr & Co
New York
$2.2M
TSS
320
Two Sigma Securities
New York
$2.18M +$2.08M +78,209 +730%
BF
321
BOK Financial
Oklahoma
$2.16M -$588K -22,080 -20%
HCM
322
Hutner Capital Management
Vermont
$2.15M +$54.1K +2,030 +2%
Rafferty Asset Management
323
Rafferty Asset Management
New York
$2.14M -$246K -9,243 -10%
MA
324
Mutual Advisors
Nebraska
$2.12M +$227K +8,521 +11%
PCM
325
Palisade Capital Management
New Jersey
$2.12M

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.