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Enterprise Products Partners
EPD

Overview Fund Activity

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
Holders
724
Holders Change
+13
Holders Change %
+1.83%
% of All Funds
20.92%
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

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$137M
2
TCA
Tortoise Capital Advisors
Kansas
$1.17B
3
WJA
Williams Jones & Associates
New York
$143M
4
HFA
Harvest Fund Advisors
Pennsylvania
$637M
5
Deutsche Bank
Deutsche Bank
Germany
$762M

Top Sellers

1
Invesco
Invesco
Georgia
$10.5M
2
AT
Alliance Trust
United Kingdom
$0
3
PDM
Penn Davis McFarland
Texas
$46.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$24.7M
5
AA
ALPS Advisors
Colorado
$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALA
476
Atherton Lane Advisers
California
$640K -$76.3K -2,200 -11%
BC
477
Barnett & Company
Tennessee
$640K – – –
YP
478
Yellowstone Partners
Idaho
$631K -$278K -8,000 -31%
SYBT
479
Stock Yards Bank & Trust
Kentucky
$631K – – –
MCC
480
Malaga Cove Capital
California
$628K -$991 -28 -0.2%
BG
481
Bahl & Gaynor
Ohio
$628K +$20.8K +600 +3%
CFA
482
Carroll Financial Associates
North Carolina
$627K +$34.7K +1,000 +6%
MA
483
Montag & Associates
Georgia
$619K – – –
SCM
484
Sterneck Capital Management
Missouri
$618K – – –
WIL
485
Winifred I. Li
$615K – – –
DDC
486
DF Dent & Co
Maryland
$614K – – –
BFPW
487
BOK Financial Private Wealth
Colorado
$612K – – –
CB
488
Chemical Bank
Michigan
$606K – – –
BCM
489
Bluefin Capital Management
New York
$600K +$600K +16,318 New
MWR
490
McAdams Wright Ragen
Washington
$595K -$9.22M -266,214 -94%
BCM
491
Bourgeon Capital Management
Connecticut
$590K -$6.94K -200 -1%
PWM
492
Patriot Wealth Management
Texas
$579K -$11.1K -320 -2%
SNT
493
Security National Trust
West Virginia
$571K +$6.93K +200 +1%
UB
494
UMB Bank
Missouri
$570K -$48.6K -1,400 -8%
CONA
495
Capital One National Association
New York
$562K +$27.9K +806 +5%
BSW
496
Buckingham Strategic Wealth
Missouri
$561K +$3.33K +96 +0.6%
M&T Bank
497
M&T Bank
New York
$551K -$11.4K -330 -2%
BRWM
498
B. Riley Wealth Management
Tennessee
$547K +$547K +15,786 New
FCCM
499
First City Capital Management
Georgia
$546K -$27.7K -800 -5%
CSIC
500
Clifford Swan Investment Counsel
California
$543K +$24.7K +712 +5%
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20
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