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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
476
Crescent Grove Advisors
Illinois
$805K
KI
477
Koch Industries
Kansas
$805K +$157K +5,887 +22%
CA
478
Callahan Advisors
Texas
$801K +$506 +19 +0.1%
AF
479
Advisornet Financial
Minnesota
$791K -$41.4K -1,555 -5%
BC
480
Barnett & Company
Tennessee
$786K -$32K -1,200 -4%
CC
481
Cannell & Co
New York
$780K -$32K -1,200 -4%
SCA
482
Stokes Capital Advisors
South Carolina
$778K -$47.7K -1,790 -5%
EWM
483
Evermay Wealth Management
Virginia
$775K +$30.4K +1,140 +4%
MNBTD
484
Moody National Bank Trust Division
Texas
$774K
WA
485
WealthTrust Axiom
Pennsylvania
$769K +$2.34K +88 +0.3%
SWM
486
SeaCrest Wealth Management
New York
$766K -$2.8K -105 -0.3%
SC
487
SouthState Corp
Florida
$764K -$292K -10,960 -26%
IWM
488
IHT Wealth Management
Illinois
$763K -$88.7K -3,331 -10%
BUB
489
BBVA USA Bancshares
Texas
$763K -$11.7K -440 -1%
TU
490
TDAM USA
Ontario, Canada
$761K -$545K -20,455 -40%
SFSIG
491
San Francisco Sentry Investment Group
California
$761K -$10.7K -400 -1%
DSC
492
Duncker Streett & Co
Missouri
$758K -$96.4K -3,620 -10%
CIA
493
Cascade Investment Advisors
Oregon
$755K -$7.99K -300 -1%
GP
494
Girard Partners
Pennsylvania
$753K +$61.4K +2,305 +8%
AW
495
ACG Wealth
Georgia
$752K -$199K -7,483 -20%
KIA
496
KCM Investment Advisors
California
$752K -$49K -1,840 -6%
HFBOT
497
Home Federal Bank of Tennessee
Tennessee
$746K
CBB
498
Citizens Business Bank
California
$746K +$30.5K +1,144 +4%
AWA
499
Arete Wealth Advisors
Illinois
$741K +$108K +4,042 +15%
DAM
500
Diamant Asset Management
Connecticut
$734K -$58.6K -2,200 -7%

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.