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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SE
451
Summit Equities
New Jersey
$1.11M +$74.4K +2,664 +7%
MM
452
Midas Management
New York
$1.1M
PP
453
Paloma Partners
Connecticut
$1.1M
SAM
454
Smithbridge Asset Management
Pennsylvania
$1.09M -$16.1K -575 -1%
S
455
SignatureFD
Georgia
$1.09M +$371K +13,265 +51%
DSC
456
Duncker Streett & Co
Missouri
$1.07M +$60.8K +2,175 +6%
EFS
457
Essex Financial Services
Connecticut
$1.05M +$20.9K +750 +2%
CIC
458
Crawford Investment Counsel
Georgia
$1.05M -$45.8K -1,638 -4%
RMDI
459
R.M. Davis Inc
Maine
$1.05M -$51.7K -1,850 -5%
CONA
460
Capital One National Association
New York
$1.05M -$231K -8,287 -18%
BP
461
BBR Partners
New York
$1.04M
HSBC Holdings
462
HSBC Holdings
United Kingdom
$1.04M -$52.9K -1,895 -5%
BC
463
Burney Company
Virginia
$1.04M +$59.3K +2,123 +6%
Ohio Public Employees Retirement System (OPERS)
464
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.03M
JWM
465
Jacobus Wealth Management
Wisconsin
$1.02M
MNBTD
466
Moody National Bank Trust Division
Texas
$1M -$168K -6,000 -14%
SCA
467
STALEY CAPITAL ADVISERS
Pennsylvania
$1M +$1.01M +36,316 New
GS
468
Girard Securities
California
$992K +$480K +17,192 +92%
EWA
469
EP Wealth Advisors
California
$978K +$989K +35,423 New
FA
470
Fortis Advisors
Pennsylvania
$977K
Susquehanna International Group
471
Susquehanna International Group
Pennsylvania
$972K -$4.34M -155,264 -82%
RAM
472
Roanoke Asset Management
New Jersey
$967K +$8.88K +318 +0.9%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$963K -$33.4K -1,196 -3%
APP
474
Avantax Planning Partners
Iowa
$962K +$229K +8,204 +31%
CA
475
Cetera Advisors
Colorado
$948K +$22.1K +791 +2%

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.