We are live on ! Find out more
EPD icon

Enterprise Products Partners

711 hedge funds and large institutions have $18B invested in Enterprise Products Partners in 2013 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 235 increasing their positions, 229 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 17

61% more call options, than puts

Call options by funds: $91.2M | Put options by funds: $56.6M

11% more funds holding

Funds holding: 641711 (+70)

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 7883 (+5)

3% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 229

0.77% more ownership

Funds ownership: 57.62%58.39% (+0.77%)

Holders
711
Holders Change
+70
Holders Change %
+10.92%
% of All Funds
20.64%
Holding in Top 10
83
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.41%
% of All Funds
2.41%
New
95
Increased
235
Reduced
229
Closed
17
Calls
$91.2M
Puts
$56.6M
Net Calls
+$34.6M
Net Calls Change
-$783M
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
326
Capital Advisors Inc
Oklahoma
$1.71M +$545K +17,486 +51%
OSNBOA
327
Old Second National Bank of Aurora
Illinois
$1.71M +$1.87K +60 +0.1%
LIM
328
Loudon Investment Management
New Hampshire
$1.71M +$1.6M +51,458 New
SI
329
SII Investments
Wisconsin
$1.71M +$7.6K +244 +0.5%
WWM
330
Willingdon Wealth Management
North Carolina
$1.7M +$1.6M +51,360 New
MIS
331
Morningstar Investment Services
Illinois
$1.7M +$192K +6,172 +14%
GP
332
Girard Partners
Pennsylvania
$1.68M +$1.58M +50,810 New
AA
333
Apriem Advisors
California
$1.67M +$46.4K +1,490 +3%
CAN
334
Cetera Advisor Networks
California
$1.66M +$154K +4,946 +11%
EHC
335
Everett Harris & Co
California
$1.65M -$74.8K -2,400 -5%
GC
336
Grace Capital
Massachusetts
$1.64M +$40.5K +1,300 +3%
EFS
337
Essex Financial Services
Connecticut
$1.63M -$86.8K -2,786 -5%
GG
338
Gofen & Glossberg
Illinois
$1.6M
CWP
339
Capital Wealth Planning
Florida
$1.6M +$495K +15,904 +43%
DP
340
Dearborn Partners
Illinois
$1.58M +$233K +7,490 +19%
AAM
341
AR Asset Management
California
$1.58M
RFS
342
Rockefeller Financial Services
New York
$1.56M
BRWA
343
B. Riley Wealth Advisors
Florida
$1.53M -$73.4K -2,356 -5%
IMS
344
Index Management Solutions
Pennsylvania
$1.5M +$243K +7,800 +21%
GSBTD
345
Glenview State Bank Trust Department
Illinois
$1.5M +$1.41M +45,166 New
BC
346
Burney Company
Virginia
$1.49M -$134K -4,288 -9%
TCT
347
TIAA CREF Trust
Missouri
$1.48M -$84.9K -2,726 -6%
DWT
348
Dorsey & Whitney Trust
South Dakota
$1.48M
I2I
349
Insight 2811 Inc
Illinois
$1.47M
HC
350
Hourglass Capital
Texas
$1.46M -$7.73K -248 -0.6%

EPD Hedge Fund Activity: Q4 2013 in Review

711 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2013, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPD positions and 17 closed out — a net gain of 78 holders — while 235 added to existing stakes and 229 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $170M. The largest seller was First Trust Advisors, cutting an estimated $127M.

  • 711 institutional investors held Enterprise Products Partners (EPD) as of Q4 2013, up from 641 in Q3 2013.
  • Funds reported $18B of Enterprise Products Partners stock for Q4 2013, up 9% quarter-over-quarter.
  • 95 funds opened new Enterprise Products Partners positions in Q4 2013 and 17 closed out, a net change of +78 holders.
  • The largest Enterprise Products Partners buyer in Q4 2013 was Deutsche Bank, an estimated $170M added.
  • The largest Enterprise Products Partners seller in Q4 2013 was First Trust Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2013.