We are live on ! Find out more
EPD icon

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
WWM
326
Willingdon Wealth Management
North Carolina
$1.81M +$29.4K +888 +2%
EGA
327
E&G Advisors
Texas
$1.81M +$331 +10 +0%
CAI
328
Capital Advisors Inc
Oklahoma
$1.8M +$16.6K +500 +1%
BRWA
329
B. Riley Wealth Advisors
Florida
$1.79M +$182K +5,476 +12%
OSNBOA
330
Old Second National Bank of Aurora
Illinois
$1.78M
AA
331
Apriem Advisors
California
$1.75M +$66 +2 +0%
LIM
332
Loudon Investment Management
New Hampshire
$1.75M -$38.1K -1,150 -2%
HCC
333
Hirtle Callaghan & Co
Pennsylvania
$1.72M -$119K -3,596 -7%
SI
334
SII Investments
Wisconsin
$1.72M +$43.6K +1,316 +3%
EFS
335
Essex Financial Services
Connecticut
$1.7M
EHC
336
Everett Harris & Co
California
$1.69M -$33.1K -1,000 -2%
HTC
337
Haverford Trust Company
Pennsylvania
$1.69M +$788K +23,770 +95%
GG
338
Gofen & Glossberg
Illinois
$1.68M +$51.4K +1,550 +3%
BC
339
Burney Company
Virginia
$1.67M +$112K +3,368 +8%
AAM
340
AR Asset Management
California
$1.65M
BCM
341
Beck Capital Management
Texas
$1.65M +$88.2K +2,660 +6%
RFS
342
Rockefeller Financial Services
New York
$1.64M
AC
343
Alley Company
Illinois
$1.63M +$293K +8,826 +23%
DWA
344
Douglass Winthrop Advisors
New York
$1.59M +$487K +14,690 +47%
GSBTD
345
Glenview State Bank Trust Department
Illinois
$1.57M
RMDI
346
R.M. Davis Inc
Maine
$1.56M +$116K +3,496 +8%
DWT
347
Dorsey & Whitney Trust
South Dakota
$1.55M +$4.64K +140 +0.3%
I2I
348
Insight 2811 Inc
Illinois
$1.54M
HC
349
Hourglass Capital
Texas
$1.53M
Chevy Chase Trust
350
Chevy Chase Trust
Maryland
$1.52M

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.