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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
351
Abbrea Capital
California
$1.71M -$732K -27,505 -28%
DA
352
Doliver Advisors
Texas
$1.7M +$26.6K +1,000 +1%
BAS
353
Brown Advisory Securities
Maryland
$1.7M +$99.9K +3,752 +6%
CAM
354
Covenant Asset Management
New Jersey
$1.69M +$85.9K +3,225 +5%
ADMI
355
Albert D. Mason Inc
Massachusetts
$1.69M +$37.3K +1,400 +2%
BF
356
Blankinship & Foster
California
$1.68M
SSB
357
Sandy Spring Bank
Maryland
$1.67M -$61.1K -2,296 -3%
CGI
358
CI Global Investments
California
$1.63M +$258K +9,700 +17%
ADBIC
359
A.D. Beadell Investment Counsel
Wisconsin
$1.62M +$92.5K +3,475 +6%
MIAN
360
Mariner Independent Advisor Network
Kansas
$1.61M +$27.7K +1,040 +2%
HWA
361
Heritage Wealth Advisors
Virginia
$1.6M -$28.8K -1,081 -2%
RIL
362
Rothschild Investment LLC
Illinois
$1.59M
HC
363
Hendley & Co
Ohio
$1.57M
IWA
364
Intercontinental Wealth Advisors
Texas
$1.56M -$323K -12,136 -16%
GJCM
365
Grand Jean Capital Management
California
$1.55M -$24.6K -925 -1%
SSWM
366
Sheets Smith Wealth Management
North Carolina
$1.55M -$5.17K -194 -0.3%
SA
367
Strategic Advisors
New York
$1.54M +$6.82K +256 +0.4%
BWL
368
Bogart Wealth LLC
Virginia
$1.51M +$148K +5,566 +10%
EM
369
ELCO Management
New York
$1.5M -$81K -3,040 -5%
VDI
370
Vaughan David Investments
Illinois
$1.5M
WIC
371
Woodmont Investment Counsel
Tennessee
$1.49M -$155K -5,825 -9%
CT
372
Coastline Trust
Rhode Island
$1.48M -$455K -17,080 -22%
FA
373
FMA Advisory
Pennsylvania
$1.46M +$25K +940 +2%
TNB
374
Thomasville National Bank
Georgia
$1.46M +$31.3K +1,175 +2%
MFW
375
Mosaic Family Wealth
Missouri
$1.46M -$157K -5,900 -9%

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.