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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
326
Keel Point
Alabama
$2.33M +$50.9K +1,761 +2%
Manulife (Manufacturers Life Insurance)
327
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.31M -$805K -27,872 -26%
BRWM
328
B. Riley Wealth Management
Tennessee
$2.28M +$2.3M +79,480 New
NFC
329
Northeast Financial Consultants
Connecticut
$2.24M -$1.3M -45,019 -37%
ADMI
330
Albert D. Mason Inc
Massachusetts
$2.23M +$118K +4,085 +6%
Rafferty Asset Management
331
Rafferty Asset Management
New York
$2.22M -$125K -4,318 -5%
BS
332
Boenning & Scattergood
Pennsylvania
$2.2M -$35.4K -1,225 -2%
CIBC Asset Management
333
CIBC Asset Management
Ontario, Canada
$2.2M
TF
334
TIAA FSB
Florida
$2.18M -$444K -15,376 -17%
FTIOP
335
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.18M -$57.8K -2,000 -3%
HWA
336
Heritage Wealth Advisors
Virginia
$2.18M +$306K +10,605 +16%
PPSG
337
Princeton Portfolio Strategies Group
New Jersey
$2.17M +$49.1K +1,700 +2%
IFAM
338
Institutional & Family Asset Management
Colorado
$2.17M +$515K +17,830 +31%
AI
339
ArchPoint Investors
Florida
$2.17M -$4.19K -145 -0.2%
GWM
340
Geneos Wealth Management
Colorado
$2.17M +$124K +4,283 +6%
PL
341
Plancorp LLC
Missouri
$2.17M +$578 +20 +0%
SW
342
SVB Wealth
Massachusetts
$2.15M -$34.1K -1,180 -2%
FAAS
343
First Allied Advisory Services
California
$2.11M +$161K +5,577 +8%
OIA
344
Optimum Investment Advisors
Illinois
$2.09M -$30.7K -1,061 -1%
GG
345
Gofen & Glossberg
Illinois
$2.08M -$23.1K -801 -1%
SBIA
346
Sheaff Brock Investment Advisors
Indiana
$2.07M -$27.2K -942 -1%
TFS
347
TrustCore Financial Services
Tennessee
$2.06M +$8.67K +300 +0.4%
SPC
348
Sigma Planning Corp
Michigan
$2.06M +$982K +33,989 +90%
BF
349
BOK Financial
Oklahoma
$2.04M -$169K -5,865 -8%
SAM
350
Smithbridge Asset Management
Pennsylvania
$2.03M +$422K +14,600 +26%

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.