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Enterprise Products Partners
EPD

Overview Fund Activity

821 hedge funds and large institutions have $21.1B invested in Enterprise Products Partners in 2014 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 288 increasing their positions, 243 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+43
Holders Change %
+5.53%
% of All Funds
21.91%
Holding in Top 10
85
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.61%
% of All Funds
2.27%
New
113
Increased
288
Reduced
243
Closed
58
Calls
$60.5M
Puts
$56.1M
Net Calls
+$4.49M
Net Calls Change
-$48.8M

Top Buyers

1
HFA
Harvest Fund Advisors
Pennsylvania
$903M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$573M
3
Morgan Stanley
Morgan Stanley
New York
$537M
4
CCCA
Center Coast Capital Advisors
Texas
$289M
5
AA
ALPS Advisors
Colorado
$1.01B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$855M
2
TCA
Tortoise Capital Advisors
Kansas
$1.1B
3
Bank of America
Bank of America
North Carolina
$415M
4
CCM
Chickasaw Capital Management
Tennessee
$74.1M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
501
Whitnell & Co
Illinois
$693K +$28.9K +800 +4%
CB
502
Chemical Bank
Michigan
$685K +$40.6K +1,124 +6%
JPMIA
503
J.P. Marvel Investment Advisors
Massachusetts
$681K – – –
TFCP
504
Twin Focus Capital Partners
Massachusetts
$678K +$287K +7,952 +74%
SNT
505
Security National Trust
West Virginia
$671K – – –
CT
506
Cambridge Trust
Massachusetts
$670K -$58.6K -1,620 -8%
SCM
507
Sterneck Capital Management
Missouri
$658K – – –
YP
508
Yellowstone Partners
Idaho
$656K +$38.5K +1,066 +6%
SC
509
SouthState Corp
Florida
$655K -$125K -3,460 -16%
FMBTD
510
First Midwest Bank Trust Division
Illinois
$654K +$194K +5,360 +42%
BOIA
511
Bush ODonnell Investment Advisors
Missouri
$650K – – –
DDC
512
DF Dent & Co
Maryland
$645K +$95.8K +2,650 +17%
MA
513
Montag & Associates
Georgia
$644K – – –
WIL
514
Winifred I. Li
$640K – – –
BFPW
515
BOK Financial Private Wealth
Colorado
$637K – – –
SAM
516
Summit Asset Management
Tennessee
$635K -$93.8K -2,600 -13%
SC
517
Searle & Co
Connecticut
$634K +$634K +17,560 New
TG
518
TCW Group
California
$626K +$183K +5,074 +41%
EWM
519
Endurance Wealth Management
Rhode Island
$624K – – –
KAM
520
Keeley Asset Management
Illinois
$621K -$639K -17,690 -51%
Schroder Investment Management Group
521
Schroder Investment Management Group
United Kingdom
$621K +$621K +17,200 New
CWM
522
Concert Wealth Management
California
$613K +$238K +6,592 +63%
BCM
523
Bourgeon Capital Management
Connecticut
$607K -$28.9K -800 -5%
CSIC
524
Clifford Swan Investment Counsel
California
$602K – – –
DCLA
525
Douglas C. Lane & Associates
New York
$602K +$392K +10,860 +187%
19 20
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