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Enterprise Products Partners

855 hedge funds and large institutions have $22B invested in Enterprise Products Partners in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 270 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $281M | Put options by funds: $106M

157% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 37

27% more capital invested

Capital invested by funds: $17.4B → $22B (+$4.66B)

12% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 270

11% more funds holding in top 10

Funds holding in top 10: 8291 (+9)

6% more funds holding

Funds holding: 806855 (+49)

1.24% more ownership

Funds ownership: 34.94%36.18% (+1.2%)

Holders
855
Holders Change
+49
Holders Change %
+6.08%
% of All Funds
22.81%
Holding in Top 10
91
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.98%
% of All Funds
2.43%
New
95
Increased
303
Reduced
270
Closed
37
Calls
$281M
Puts
$106M
Net Calls
+$175M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CNFG
326
Creegan & Nassoura Financial Group
New Hampshire
$2.31M -$86.9K -3,238 -4%
PGH
327
Partners Group Holding
Switzerland
$2.3M -$685K -25,500 -21%
SWP
328
Stratos Wealth Partners
Ohio
$2.29M +$37.1K +1,383 +2%
FAAS
329
First Allied Advisory Services
California
$2.28M +$111K +4,130 +6%
Truist Financial
330
Truist Financial
North Carolina
$2.28M +$1.51M +56,270 +260%
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$2.27M +$150K +5,582 +8%
FC
332
FCA Corp
Texas
$2.27M -$218K -8,128 -9%
BNP Paribas Asset Management
333
BNP Paribas Asset Management
France
$2.26M +$42.2K +1,571 +2%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$2.21M -$36.4K -1,355 -2%
RIL
335
Rothschild Investment LLC
Illinois
$2.15M +$21.5K +800 +1%
I2I
336
Insight 2811 Inc
Illinois
$2.13M
FMT
337
First Mercantile Trust
Tennessee
$2.13M -$66.4K -2,475 -3%
MFS
338
MSI Financial Services
Massachusetts
$2.13M -$128K -4,764 -6%
Bessemer Group
339
Bessemer Group
New Jersey
$2.11M -$111K -4,121 -5%
SBIA
340
Sheaff Brock Investment Advisors
Indiana
$2.09M -$24.1K -896 -1%
FHC
341
First Houston Capital
Texas
$2.08M -$126K -4,700 -6%
SSB
342
Sandy Spring Bank
Maryland
$2.07M +$66.7K +2,484 +4%
HHAM
343
HITE Hedge Asset Management
Massachusetts
$2.06M +$1.89M +70,562 New
IIC
344
Ironwood Investment Counsel
Arizona
$2.05M +$94.5K +3,520 +5%
VFA
345
Voya Financial Advisors
Connecticut
$2.03M +$424K +15,801 +29%
LH
346
Lebenthal Holdings
New York
$2M +$229K +8,548 +14%
JPC
347
Jackson Park Capital
Utah
$1.99M -$591K -22,000 -24%
PL
348
Plancorp LLC
Missouri
$1.99M +$1.82M +67,930 New
SSWM
349
Sheets Smith Wealth Management
North Carolina
$1.98M
RHDIC
350
R.H. Dinel Investment Counsel
California
$1.93M

EPD Hedge Fund Activity: Q2 2016 in Review

855 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2016, worth a combined $22B — up 27% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPD positions and 37 closed out — a net gain of 58 holders — while 303 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $374M. The largest seller was Advisory Research, cutting an estimated $71.8M.

  • 855 institutional investors held Enterprise Products Partners (EPD) as of Q2 2016, up from 806 in Q1 2016.
  • Funds reported $22B of Enterprise Products Partners stock for Q2 2016, up 27% quarter-over-quarter.
  • 95 funds opened new Enterprise Products Partners positions in Q2 2016 and 37 closed out, a net change of +58 holders.
  • The largest Enterprise Products Partners buyer in Q2 2016 was Morgan Stanley, an estimated $374M added.
  • The largest Enterprise Products Partners seller in Q2 2016 was Advisory Research, an estimated $71.8M sold.

Based on aggregated 13F filings for Q2 2016.