We are live on ! Find out more
EPD icon

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
Citadel Advisors
501
Citadel Advisors
Florida
$529K +$506K +15,266 New
SAM
502
Shamrock Asset Management
Texas
$525K -$1.06K -32 -0.2%
FAG
503
Financial Advisory Group
Texas
$525K +$597 +18 +0.1%
JCM
504
Janney Capital Management
Pennsylvania
$524K
MC
505
Middleton & Co
Massachusetts
$523K -$368K -11,100 -42%
RMAM
506
Raab & Moskowitz Asset Management
New Jersey
$522K -$13.3K -400 -3%
BT
507
Beacon Trust
New Jersey
$518K -$241K -7,276 -33%
MA
508
MCF Advisors
Kentucky
$513K +$3.85K +116 +0.8%
NES
509
New England Securities
New York
$510K -$24.4K -736 -5%
PHS
510
Pekin Hardy Strauss
Illinois
$509K +$12.6K +380 +3%
CAL
511
Capital Advisors Ltd
Ohio
$505K +$222K +6,694 +85%
PTC
512
Private Trust Company
Ohio
$503K +$166K +5,014 +53%
GIP
513
Granite Investment Partners
California
$502K
HC
514
HHG & Company
Connecticut
$502K +$49.4K +1,490 +11%
VFS
515
VSR Financial Services
Kansas
$502K +$100K +3,030 +26%
PCM
516
Perritt Capital Management
Illinois
$499K
FMW
517
Farr Miller & Washington
District of Columbia
$492K
ST
518
Stifel Trust
Missouri
$488K
WAM
519
Weatherly Asset Management
California
$487K
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$482K
RHJA
521
Rice Hall James & Associates
California
$481K
LC
522
Lourd Capital
California
$479K
PCM
523
Parsons Capital Management
Rhode Island
$477K -$144K -4,350 -24%
CCM
524
Condor Capital Management
New Jersey
$476K
SBWM
525
Sunflower Bank Wealth Management
Arizona
$475K +$19.9K +600 +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.