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Enterprise Products Partners

969 hedge funds and large institutions have $21.7B invested in Enterprise Products Partners in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 318 increasing their positions, 358 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $306M | Put options by funds: $129M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

13% more capital invested

Capital invested by funds: $19.1B → $21.7B (+$2.54B)

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2% more funds holding

Funds holding: 949969 (+20)

0.22% more ownership

Funds ownership: 36.08%36.3% (+0.22%)

11% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 358

Holders
969
Holders Change
+20
Holders Change %
+2.11%
% of All Funds
22.18%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.72%
New
78
Increased
318
Reduced
358
Closed
47
Calls
$306M
Puts
$129M
Net Calls
+$178M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
326
Telemus Capital
Michigan
$2.29M +$41.5K +1,517 +2%
OCM
327
Orleans Capital Management
Louisiana
$2.29M -$97.6K -3,569 -4%
Rafferty Asset Management
328
Rafferty Asset Management
New York
$2.25M -$161K -5,904 -7%
LF
329
Lee Financial
Texas
$2.23M -$1.17M -42,780 -35%
KP
330
Keel Point
Alabama
$2.2M
BS
331
Boenning & Scattergood
Pennsylvania
$2.15M +$2.13M +77,860 New
FTIOP
332
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.15M +$535K +19,556 +34%
LSAG
333
Lake Street Advisors Group
New Hampshire
$2.14M +$1.74M +63,543 +457%
BF
334
BOK Financial
Oklahoma
$2.13M -$313K -11,451 -13%
CIBC Asset Management
335
CIBC Asset Management
Ontario, Canada
$2.12M +$137K +5,020 +7%
SW
336
SVB Wealth
Massachusetts
$2.1M +$6.29K +230 +0.3%
AI
337
ArchPoint Investors
Florida
$2.09M -$105K -3,835 -5%
PL
338
Plancorp LLC
Missouri
$2.08M +$602 +22 +0%
PPSG
339
Princeton Portfolio Strategies Group
New Jersey
$2.05M +$17.3K +633 +0.9%
OIA
340
Optimum Investment Advisors
Illinois
$2.05M -$29.5K -1,078 -1%
ADMI
341
Albert D. Mason Inc
Massachusetts
$2.03M +$126K +4,615 +7%
GG
342
Gofen & Glossberg
Illinois
$2.02M -$95K -3,472 -5%
SBIA
343
Sheaff Brock Investment Advisors
Indiana
$2.02M -$5.58K -204 -0.3%
FC
344
FCA Corp
Texas
$2.01M -$54.3K -1,984 -3%
TFS
345
TrustCore Financial Services
Tennessee
$1.98M +$10.9K +400 +0.6%
SIA
346
SeaBridge Investment Advisors
New Jersey
$1.97M
GWM
347
Geneos Wealth Management
Colorado
$1.97M -$303K -11,089 -13%
CAM
348
Covenant Asset Management
New Jersey
$1.94M +$24.8K +905 +1%
VDI
349
Vaughan David Investments
Illinois
$1.9M +$201K +7,340 +12%
BF
350
Blankinship & Foster
California
$1.9M

EPD Hedge Fund Activity: Q2 2018 in Review

969 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2018, worth a combined $21.7B — up 13% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EPD positions and 47 closed out — a net gain of 31 holders — while 318 added to existing stakes and 358 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $370M. The largest seller was Bank of America, cutting an estimated $231M.

  • 969 institutional investors held Enterprise Products Partners (EPD) as of Q2 2018, up from 949 in Q1 2018.
  • Funds reported $21.7B of Enterprise Products Partners stock for Q2 2018, up 13% quarter-over-quarter.
  • 78 funds opened new Enterprise Products Partners positions in Q2 2018 and 47 closed out, a net change of +31 holders.
  • The largest Enterprise Products Partners buyer in Q2 2018 was Brookfield Corp, an estimated $370M added.
  • The largest Enterprise Products Partners seller in Q2 2018 was Bank of America, an estimated $231M sold.

Based on aggregated 13F filings for Q2 2018.