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Enterprise Products Partners

724 hedge funds and large institutions have $19.2B invested in Enterprise Products Partners in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 261 increasing their positions, 220 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $85.4M | Put options by funds: $48.9M

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

19% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 220

7% more capital invested

Capital invested by funds: $18B → $19.2B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 8387 (+4)

2% more funds holding

Funds holding: 711724 (+13)

0.63% more ownership

Funds ownership: 58.39%59.02% (+0.63%)

Holders
724
Holders Change
+13
Holders Change %
+1.83%
% of All Funds
20.91%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.51%
New
56
Increased
261
Reduced
220
Closed
34
Calls
$85.4M
Puts
$48.9M
Net Calls
+$36.5M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
401
Camelot Portfolios
Ohio
$1.04M +$68.7K +2,074 +7%
DLCIG
402
D.L. Carlson Investment Group
New Hampshire
$1.03M -$17.9K -540 -2%
PIM
403
Perkins Investment Management
Illinois
$1.03M -$6.63K -200 -0.7%
ANRIA
404
American National Registered Investment Advisor
Texas
$1.02M
STC
405
SEI Trust Company
Pennsylvania
$1M +$63.2K +1,908 +7%
MBT
406
Montecito Bank & Trust
California
$1M -$117K -3,536 -11%
AI
407
ArchPoint Investors
Florida
$995K
HTHT
408
Hemenway Trust Hemenway Trust
New Hampshire
$995K +$11.5K +348 +1%
AIM
409
Arcadia Investment Management
Michigan
$984K +$23.2K +700 +3%
PWM
410
Perigon Wealth Management
California
$983K
CCM
411
Copeland Capital Management
Pennsylvania
$979K -$213K -6,420 -19%
PWLP
412
Prio Wealth Limited Partnership
Massachusetts
$977K
WA
413
WBH Advisory
Maryland
$966K -$2.92K -88 -0.3%
AQR Capital Management
414
AQR Capital Management
Connecticut
$959K
NCM
415
Noesis Capital Mangement
Florida
$944K -$43.1K -1,300 -5%
BUB
416
BBVA USA Bancshares
Texas
$937K +$112K +3,380 +14%
LCM
417
Liberty Capital Management
Michigan
$936K
BOIA
418
Bush ODonnell Investment Advisors
Missouri
$929K +$90.2K +2,720 +11%
ERIM
419
Eagle Ridge Investment Management
Connecticut
$922K +$225K +6,780 +34%
CTC
420
Central Trust Company
Missouri
$910K
RNS
421
Robert N. Shapiro
$907K
KFC
422
Klingenstein Fields & Co
New York
$901K -$938K -28,308 -52%
MBT
423
Monroe Bank & Trust
Michigan
$888K +$298K +9,000 +54%
KCPG
424
Kavar Capital Partners Group
Kansas
$881K
SAM
425
Sequent Asset Management
Texas
$855K +$24.4K +736 +3%

EPD Hedge Fund Activity: Q1 2014 in Review

724 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2014, worth a combined $19.2B — up 6.9% from $18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EPD positions and 34 closed out — a net gain of 22 holders — while 261 added to existing stakes and 220 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $128M. The largest seller was Invesco, cutting an estimated $397M.

  • 724 institutional investors held Enterprise Products Partners (EPD) as of Q1 2014, up from 711 in Q4 2013.
  • Funds reported $19.2B of Enterprise Products Partners stock for Q1 2014, up 6.9% quarter-over-quarter.
  • 56 funds opened new Enterprise Products Partners positions in Q1 2014 and 34 closed out, a net change of +22 holders.
  • The largest Enterprise Products Partners buyer in Q1 2014 was First Trust Advisors, an estimated $128M added.
  • The largest Enterprise Products Partners seller in Q1 2014 was Invesco, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2014.