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Enterprise Products Partners

1,027 hedge funds and large institutions have $19.6B invested in Enterprise Products Partners in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 335 increasing their positions, 350 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $234M | Put options by funds: $88.3M

55% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 89

4% more funds holding

Funds holding: 9901,027 (+37)

4% more funds holding in top 10

Funds holding in top 10: 8487 (+3)

0.15% less ownership

Funds ownership: 36.7%36.55% (-0.15%)

4% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 350

14% less capital invested

Capital invested by funds: $22.9B → $19.6B (-$3.3B)

Holders
1,027
Holders Change
+37
Holders Change %
+3.74%
% of All Funds
22.88%
Holding in Top 10
87
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.57%
% of All Funds
1.94%
New
138
Increased
335
Reduced
350
Closed
89
Calls
$234M
Puts
$88.3M
Net Calls
+$146M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
476
Crawford Investment Counsel
Georgia
$841K +$34.8K +1,300 +4%
IC
477
Intersect Capital
California
$839K
LCM
478
Lucas Capital Management
New Jersey
$835K +$108K +4,019 +13%
LA
479
LVW Advisors
New York
$831K
AWA
480
Arete Wealth Advisors
Illinois
$824K -$28.4K -1,060 -3%
ANI
481
American National Insurance
Texas
$821K
TPA
482
Trivium Point Advisory
Connecticut
$819K +$891K +33,300 New
FT
483
Fiduciary Trust
Massachusetts
$817K
LF
484
Lee Financial
Texas
$815K -$52.5K -1,960 -6%
SPIO
485
Seven Post Investment Office
California
$815K +$887K +33,140 New
PTC
486
Private Trust Company
Ohio
$814K +$31.7K +1,184 +4%
CAI
487
Capital Advisors Inc
Oklahoma
$813K -$10K -375 -1%
Lido Advisors
488
Lido Advisors
California
$805K -$28.5K -1,066 -3%
CC
489
Cannell & Co
New York
$805K +$23.4K +875 +3%
GP
490
Girard Partners
Pennsylvania
$804K +$67.9K +2,536 +8%
CCP
491
Corient Capital Partners
California
$800K -$5.67K -212 -0.6%
CA
492
Callahan Advisors
Texas
$794K +$562 +21 +0.1%
FFG
493
Frisch Financial Group
New York
$793K +$863K +32,247 New
WA
494
WealthTrust Axiom
Pennsylvania
$789K +$669 +25 +0.1%
BW
495
Bison Wealth
Georgia
$787K +$6.61K +247 +0.8%
AFG
496
American Financial Group
Ohio
$786K +$857K +32,000 New
SWA
497
SFMG Wealth Advisors
Texas
$785K -$112K -4,198 -12%
AI
498
ArchPoint Investors
Florida
$775K -$1.18M -43,910 -58%
BUB
499
BBVA USA Bancshares
Texas
$775K +$155K +5,803 +23%
ACM
500
Allred Capital Management
Texas
$772K +$841K +31,401 New

EPD Hedge Fund Activity: Q4 2018 in Review

1,027 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2018, worth a combined $19.6B — down 14% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new EPD positions and 89 closed out — a net gain of 49 holders — while 335 added to existing stakes and 350 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $126M. The largest seller was ING Group, cutting an estimated $170M.

  • 1,027 institutional investors held Enterprise Products Partners (EPD) as of Q4 2018, up from 990 in Q3 2018.
  • Funds reported $19.6B of Enterprise Products Partners stock for Q4 2018, down 14% quarter-over-quarter.
  • 138 funds opened new Enterprise Products Partners positions in Q4 2018 and 89 closed out, a net change of +49 holders.
  • The largest Enterprise Products Partners buyer in Q4 2018 was Deutsche Bank, an estimated $126M added.
  • The largest Enterprise Products Partners seller in Q4 2018 was ING Group, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.