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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
ALA
476
Atherton Lane Advisers
California
$640K -$72.9K -2,200 -11%
BC
477
Barnett & Company
Tennessee
$640K
YP
478
Yellowstone Partners
Idaho
$631K -$265K -8,000 -31%
SYBT
479
Stock Yards Bank & Trust
Kentucky
$631K
MCC
480
Malaga Cove Capital
California
$628K -$928 -28 -0.2%
BG
481
Bahl & Gaynor
Ohio
$628K +$19.9K +600 +3%
CFA
482
Carroll Financial Associates
North Carolina
$627K +$33.1K +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 +$541K +16,318 New
MWR
490
McAdams Wright Ragen
Washington
$595K -$8.82M -266,214 -94%
BCM
491
Bourgeon Capital Management
Connecticut
$590K -$6.63K -200 -1%
PWM
492
Patriot Wealth Management
Texas
$579K -$10.6K -320 -2%
SNT
493
Security National Trust
West Virginia
$571K +$6.63K +200 +1%
UB
494
UMB Bank
Missouri
$570K -$46.4K -1,400 -8%
CONA
495
Capital One National Association
New York
$562K +$26.7K +806 +5%
BSW
496
Buckingham Strategic Wealth
Missouri
$561K +$3.18K +96 +0.6%
M&T Bank
497
M&T Bank
New York
$551K -$10.9K -330 -2%
BRWM
498
B. Riley Wealth Management
Tennessee
$547K +$523K +15,786 New
FCCM
499
First City Capital Management
Georgia
$546K -$26.5K -800 -5%
CSIC
500
Clifford Swan Investment Counsel
California
$543K +$23.6K +712 +5%

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.