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Enterprise Products Partners
EPD

888 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 305 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $165M | Put options by funds: $69.5M

1% more funds holding in top 10

Funds holding in top 10: 81 → 82 (+1)

5% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 305

0.34% more ownership

Funds ownership: 37.44% → 37.78% (+0.34%)

0% more capital invested

Capital invested by funds: $21.9B → $21.9B (+$56.3M)

2% less funds holding

Funds holding: 905 → 888 (-17)

10% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 58

Holders
888
Holders Change
-17
Holders Change %
-1.88%
% of All Funds
22.14%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
2.04%
New
52
Increased
319
Reduced
305
Closed
58
Calls
$165M
Puts
$69.5M
Net Calls
+$95.4M
Net Calls Change
-$7.58M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$309M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$260M
3
Principal Financial Group
Principal Financial Group
Iowa
+$143M
4
CBOA
Commonwealth Bank of Australia
Australia
+$107M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.2M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$69.5M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$59.2M
3
AA
ALPS Advisors
Colorado
-$54.8M
4
N
Nuveen
North Carolina
-$50.1M
5
CCCA
Center Coast Capital Advisors
Texas
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
426
Corda Investment Management
Texas
$1.19M -$34.2K -1,262 -3%
AMIM
427
Aull & Monroe Investment Management
Alabama
$1.18M – – –
GJCM
428
Grand Jean Capital Management
California
$1.18M +$393K +14,500 +50%
HSBC Holdings
429
HSBC Holdings
United Kingdom
$1.17M +$145K +5,342 +14%
HC
430
Hourglass Capital
Texas
$1.17M – – –
ICOA
431
Investment Centers of America
North Dakota
$1.16M -$420K -15,495 -26%
PFPT
432
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.16M +$1.16M +42,800 New
GP
433
Girard Partners
Pennsylvania
$1.16M -$41.5K -1,533 -3%
NFGCM
434
Norman Fields Gottscho Capital Management
New York
$1.16M -$13.5K -500 -1%
ASN
435
Advisory Services Network
Georgia
$1.15M +$14.6K +538 +1%
SCM
436
Schnieders Capital Management
California
$1.14M -$182K -6,700 -14%
CTC
437
Central Trust Company
Missouri
$1.14M – – –
ERIM
438
Eagle Ridge Investment Management
Connecticut
$1.11M -$64.6K -2,385 -5%
DAS
439
Dynamic Advisor Solutions
Arizona
$1.1M -$47K -1,736 -4%
SE
440
Summit Equities
New Jersey
$1.09M -$3.31K -122 -0.3%
MCM
441
Maryland Capital Management
Maryland
$1.09M -$203K -7,508 -16%
SCI
442
Stableford Capital II
Arizona
$1.09M +$1.09M +40,261 New
MM
443
Midas Management
New York
$1.08M – – –
AAM
444
AR Asset Management
California
$1.08M -$54.2K -2,000 -5%
S
445
SignatureFD
Georgia
$1.07M – – –
Wolverine Trading
446
Wolverine Trading
Illinois
$1.07M -$445K -16,444 -29%
SAM
447
Smithbridge Asset Management
Pennsylvania
$1.04M -$26.7K -985 -2%
RAM
448
Roanoke Asset Management
New Jersey
$1.04M +$89K +3,285 +9%
RMDI
449
R.M. Davis Inc
Maine
$1.03M +$2.17K +80 +0.2%
CIC
450
Crawford Investment Counsel
Georgia
$1.03M – – –
16 17
18
19 20

EPD Hedge Fund Activity: Q2 2017 in Review

888 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2017, worth a combined $21.9B — up 0.26% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EPD and 52 opened new positions — a net loss of 6 holders — while 305 trimmed existing stakes and 319 added.

The largest buyer was Bank of America, adding an estimated $309M. The largest seller was Harvest Fund Advisors, cutting an estimated $69.5M.

  • 888 institutional investors held Enterprise Products Partners (EPD) as of Q2 2017, down from 905 in Q1 2017.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q2 2017, up 0.26% quarter-over-quarter.
  • 52 funds opened new Enterprise Products Partners positions in Q2 2017 and 58 closed out, a net change of -6 holders.
  • The largest Enterprise Products Partners buyer in Q2 2017 was Bank of America, an estimated $309M added.
  • The largest Enterprise Products Partners seller in Q2 2017 was Harvest Fund Advisors, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2017.