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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
CWA
351
Cypress Wealth Advisors
California
$1.93M +$112K +4,175 +7%
HC
352
Hendley & Co
Ohio
$1.92M +$1.34K +50 +0.1%
Manulife (Manufacturers Life Insurance)
353
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.89M -$15.4K -573 -0.9%
ACP
354
Aviance Capital Partners
Florida
$1.88M -$15.4K -573 -0.9%
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$1.87M
CCG
356
Cypress Capital Group
Florida
$1.82M -$15K -559 -0.9%
VDI
357
Vaughan David Investments
Illinois
$1.82M
CAI
358
Capital Advisors Inc
Oklahoma
$1.82M +$67.9K +2,529 +4%
EDRAMF
359
Edmond de Rothschild Asset Management (France)
France
$1.81M
EDRH
360
Edmond de Rothschild Holding
Switzerland
$1.81M
GWM
361
Geneos Wealth Management
Colorado
$1.81M +$19.5K +726 +1%
Wolverine Trading
362
Wolverine Trading
Illinois
$1.78M +$1.65M +61,536 New
CGI
363
CI Global Investments
California
$1.76M +$1.61M +60,000 New
MGIA
364
Moneta Group Investment Advisors
Missouri
$1.75M -$67.1K -2,500 -4%
TAM
365
Tocqueville Asset Management
New York
$1.75M +$33.3K +1,241 +2%
OIA
366
Optimum Investment Advisors
Illinois
$1.74M +$119K +4,440 +8%
NVIM
367
New Vernon Investment Management
Illinois
$1.74M -$237K -8,810 -13%
VWM
368
Venturi Wealth Management
Texas
$1.72M +$11.1K +414 +0.7%
BP
369
BBR Partners
New York
$1.7M +$635K +23,637 +69%
BCM
370
Bourgeon Capital Management
Connecticut
$1.69M +$37.6K +1,400 +2%
MA
371
MUFG Americas
New York
$1.69M +$105K +3,921 +7%
GEM
372
Global Endowment Management
North Carolina
$1.68M -$133K -4,970 -8%
BCM
373
Beck Capital Management
Texas
$1.67M +$161K +5,989 +12%
ADBIC
374
A.D. Beadell Investment Counsel
Wisconsin
$1.66M
WT
375
Whittier Trust
California
$1.65M +$13.3K +496 +0.9%

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.