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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
BA
376
Bristol Advisors
Pennsylvania
$1.72M +$1.28M +44,400 +286%
RFC
377
Regions Financial Corp
Alabama
$1.68M -$65.6K -2,271 -4%
TNB
378
Thomasville National Bank
Georgia
$1.67M -$35.5K -1,227 -2%
IWA
379
Intercontinental Wealth Advisors
Texas
$1.66M -$93.6K -3,240 -5%
FIM
380
Frontier Investment Management
Texas
$1.66M +$842K +29,138 +102%
GBBWRPM
381
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.65M +$842K +29,144 +104%
LSA
382
L & S Advisors
California
$1.64M +$122K +4,232 +8%
BCFS
383
Butensky & Cohen Financial Security
Florida
$1.63M -$18.5K -640 -1%
NB
384
Northwest Bancshares
Pennsylvania
$1.62M +$650K +22,509 +67%
DA
385
Doliver Advisors
Texas
$1.61M -$5.78K -200 -0.4%
WIC
386
Woodmont Investment Counsel
Tennessee
$1.6M -$84.7K -2,933 -5%
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$1.6M +$2.57K +89 +0.2%
CT
388
Coastline Trust
Rhode Island
$1.59M +$17K +590 +1%
MML Investors Services
389
MML Investors Services
Massachusetts
$1.55M +$202K +6,979 +15%
AG
390
Aperio Group
California
$1.55M +$40.4K +1,398 +3%
MFW
391
Mosaic Family Wealth
Missouri
$1.52M -$14.2K -492 -0.8%
TWMP
392
Taylor Wealth Management Partners
Massachusetts
$1.52M
QPWM
393
Quadrant Private Wealth Management
Pennsylvania
$1.52M +$68.6K +2,375 +5%
SA
394
Strategic Advisors
New York
$1.49M -$16.3K -564 -1%
CSIC
395
Clifford Swan Investment Counsel
California
$1.46M +$30.7K +1,061 +2%
OSNBOA
396
Old Second National Bank of Aurora
Illinois
$1.45M -$4.33K -150 -0.3%
MNBTD
397
Moody National Bank Trust Division
Texas
$1.43M +$526K +18,200 +58%
JIC
398
Joel Isaacson & Co
New York
$1.42M
PFPT
399
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.42M +$58 +2 +0%
ATC
400
Argent Trust Co
Tennessee
$1.41M +$23.8K +823 +2%

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.