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Enterprise Products Partners

855 hedge funds and large institutions have $22B invested in Enterprise Products Partners in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 270 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $281M | Put options by funds: $106M

157% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 37

27% more capital invested

Capital invested by funds: $17.4B → $22B (+$4.66B)

12% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 270

11% more funds holding in top 10

Funds holding in top 10: 8291 (+9)

6% more funds holding

Funds holding: 806855 (+49)

1.24% more ownership

Funds ownership: 34.94%36.18% (+1.2%)

Holders
855
Holders Change
+49
Holders Change %
+6.08%
% of All Funds
22.81%
Holding in Top 10
91
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.98%
% of All Funds
2.43%
New
95
Increased
303
Reduced
270
Closed
37
Calls
$281M
Puts
$106M
Net Calls
+$175M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
501
AMP Capital Investors
Australia
$753K -$199K -7,417 -22%
AFP
502
Ausdal Financial Partners
Iowa
$747K +$58.9K +2,195 +9%
WA
503
WealthTrust-Arizona
Arizona
$747K +$537K +20,000 +361%
DLCIG
504
D.L. Carlson Investment Group
New Hampshire
$743K -$4.7K -175 -0.7%
MA
505
MCF Advisors
Kentucky
$739K -$19.4K -724 -3%
MAM
506
Meeder Asset Management
Ohio
$737K +$5.37K +200 +0.8%
WS
507
Wedbush Securities
California
$732K -$110K -4,094 -14%
CCM
508
Coe Capital Management
Illinois
$732K
LCM
509
Lucas Capital Management
New Jersey
$724K +$374K +13,950 +129%
RMCM
510
Reynders McVeigh Capital Management
Massachusetts
$720K +$69.3K +2,580 +12%
ISL
511
Ingalls & Snyder LLC
New York
$717K +$658K +24,500 New
WA
512
WealthTrust Axiom
Pennsylvania
$710K +$2.85K +106 +0.4%
Axa
513
Axa
France
$706K
BIM
514
Bridges Investment Management
Nebraska
$703K
BSW
515
Buckingham Strategic Wealth
Missouri
$701K +$15.5K +576 +2%
GIM
516
Groesbeck Investment Management
New Jersey
$698K +$36.2K +1,349 +6%
NA
517
NewEdge Advisors
Louisiana
$690K +$635K +23,643 New
WC
518
Whitnell & Co
Illinois
$683K
CCC
519
Chelsea Counsel Company
California
$682K
NFG
520
Next Financial Group
Texas
$680K +$12.4K +462 +2%
WA
521
WFG Advisors
Texas
$678K -$32.8K -1,221 -5%
MMG
522
Monetary Management Group
Missouri
$656K
SFSIG
523
San Francisco Sentry Investment Group
California
$645K -$188K -7,000 -24%
WAM
524
Weatherly Asset Management
California
$640K +$43K +1,600 +8%
BFPW
525
BOK Financial Private Wealth
Colorado
$639K +$80.5K +3,000 +16%

EPD Hedge Fund Activity: Q2 2016 in Review

855 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2016, worth a combined $22B — up 27% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPD positions and 37 closed out — a net gain of 58 holders — while 303 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $374M. The largest seller was Advisory Research, cutting an estimated $71.8M.

  • 855 institutional investors held Enterprise Products Partners (EPD) as of Q2 2016, up from 806 in Q1 2016.
  • Funds reported $22B of Enterprise Products Partners stock for Q2 2016, up 27% quarter-over-quarter.
  • 95 funds opened new Enterprise Products Partners positions in Q2 2016 and 37 closed out, a net change of +58 holders.
  • The largest Enterprise Products Partners buyer in Q2 2016 was Morgan Stanley, an estimated $374M added.
  • The largest Enterprise Products Partners seller in Q2 2016 was Advisory Research, an estimated $71.8M sold.

Based on aggregated 13F filings for Q2 2016.