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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
PFS
451
Prospera Financial Services
Texas
$750K -$35.5K -1,070 -5%
FNT
452
First National Trust
Pennsylvania
$747K +$64.6K +1,950 +10%
SRCM
453
Swift Run Capital Management
Virginia
$742K +$709K +21,396 New
MMG
454
Monetary Management Group
Missouri
$738K
WAM
455
Wolverine Asset Management
Illinois
$735K +$19.9K +600 +3%
MAM
456
Mark Asset Management
New York
$728K
VCM
457
Violich Capital Management
California
$726K +$6.63K +200 +1%
CT
458
Cambridge Trust
Massachusetts
$717K -$13.3K -400 -2%
BIM
459
Bridges Investment Management
Nebraska
$715K
BFG
460
Beacon Financial Group
Texas
$706K -$16.9K -510 -2%
SAM
461
Summit Asset Management
Tennessee
$696K -$59.7K -1,800 -8%
TIP
462
Torray Investment Partners
Maryland
$694K
TNBTD
463
Trustmark National Bank Trust Department
Mississippi
$690K
WC
464
Whitnell & Co
Illinois
$683K
CAM
465
Carret Asset Management
New York
$677K +$126K +3,800 +24%
HPC
466
HM Payson & Co
Maine
$676K -$1.99K -60 -0.3%
SC
467
SouthState Corp
Florida
$675K +$36.9K +1,112 +6%
WS
468
Wedbush Securities
California
$672K +$90.3K +2,724 +16%
BB
469
Busey Bank
Illinois
$667K
WA
470
WealthTrust Axiom
Pennsylvania
$666K +$37.1K +1,120 +6%
ACM
471
Aviance Capital Management
Florida
$665K +$602K +18,164 +1,809%
SG Americas Securities
472
SG Americas Securities
New York
$659K +$630K +18,996 New
AW
473
ACG Wealth
Georgia
$651K -$6.3K -190 -1%
RMCM
474
Reynders McVeigh Capital Management
Massachusetts
$647K
Truist Financial
475
Truist Financial
North Carolina
$646K +$5.7K +172 +0.9%

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.