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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
EWM
426
Endurance Wealth Management
Rhode Island
$851K
CAL
427
Capital Analysts LLC
Pennsylvania
$847K -$87.4K -2,636 -10%
PI
428
Placemark Investments
Illinois
$845K +$499K +15,048 +161%
CCC
429
Chelsea Counsel Company
California
$843K
Mariner
430
Mariner
Kansas
$841K +$180K +5,434 +29%
KIA
431
King Investment Advisors
Texas
$840K -$19.9K -600 -2%
AG
432
Aperio Group
California
$836K +$799K +24,110 New
MNBTD
433
Moody National Bank Trust Division
Texas
$831K
Jennison Associates
434
Jennison Associates
New York
$816K +$565K +17,060 +263%
WF
435
Welch & Forbes
Massachusetts
$803K
SHA
436
Smith Hayes Advisers
Nebraska
$800K +$765K +23,074 New
MSFP
437
Mark Sheptoff Financial Planning
Connecticut
$795K +$760K +22,920 New
SGAM
438
Steinberg Global Asset Management
Florida
$793K +$26.8K +810 +4%
LG
439
Laidlaw Group
New York
$792K -$106K -3,200 -12%
FBT
440
First Bankers Trust
Kentucky
$789K
TCOV
441
Trust Company of Vermont
Vermont
$789K
Calamos Advisors
442
Calamos Advisors
Illinois
$785K +$95.8K +2,890 +15%
DAM
443
Delta Asset Management
Tennessee
$778K +$42.1K +1,270 +6%
I
444
IberiaBank
Louisiana
$763K +$352K +10,620 +93%
MDCM
445
Morgan Dempsey Capital Management
Wisconsin
$761K -$6.56K -198 -0.9%
PPSG
446
Princeton Portfolio Strategies Group
New Jersey
$755K +$354K +10,680 +96%
BOTW
447
Bank of the West
California
$753K -$52.7K -1,590 -7%
ANTB
448
AMG National Trust Bank
Colorado
$753K
GJIC
449
Gamble Jones Investment Counsel
California
$751K -$19.7K -594 -3%
JPMIA
450
J.P. Marvel Investment Advisors
Massachusetts
$751K

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.