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Enterprise Products Partners

897 hedge funds and large institutions have $21.1B invested in Enterprise Products Partners in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 315 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $203M | Put options by funds: $83.1M

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

1% more funds holding

Funds holding: 888897 (+9)

3% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 315

0.13% less ownership

Funds ownership: 37.78%37.65% (-0.13%)

4% less capital invested

Capital invested by funds: $21.9B → $21.1B (-$834M)

2% less funds holding in top 10

Funds holding in top 10: 8280 (-2)

Holders
897
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
22.36%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.99%
New
68
Increased
326
Reduced
315
Closed
50
Calls
$203M
Puts
$83.1M
Net Calls
+$120M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
501
Dorsey & Whitney Trust
South Dakota
$716K -$2.64K -100 -0.4%
GC
502
Garde Capital
Washington
$714K +$724K +27,400 New
BOIA
503
Bush ODonnell Investment Advisors
Missouri
$711K -$156K -5,903 -18%
GBBWRPM
504
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$710K +$236K +8,924 +49%
MBT
505
Montecito Bank & Trust
California
$706K
RWA
506
RGT Wealth Advisors
Texas
$699K
CWM
507
Cornerstone Wealth Management
Missouri
$693K -$101K -3,830 -13%
ACI
508
Alpha Cubed Investments
California
$693K +$312K +11,813 +80%
ECM
509
Estabrook Capital Management
New York
$689K
PWLP
510
Prio Wealth Limited Partnership
Massachusetts
$683K -$15.9K -600 -2%
MAM
511
Mark Asset Management
New York
$683K
NEPWA
512
New England Private Wealth Advisors
Massachusetts
$681K +$27K +1,021 +4%
AAM
513
Augustine Asset Management
Florida
$677K +$22.9K +868 +3%
CAM
514
Columbia Asset Management
Michigan
$674K -$89.6K -3,388 -12%
RA
515
Rational Advisors
New York
$673K
SWA
516
SFMG Wealth Advisors
Texas
$666K -$32.6K -1,232 -5%
PCMM
517
Private Capital Management (Minnesota)
Minnesota
$662K +$44.9K +1,700 +7%
WF
518
Welch & Forbes
Massachusetts
$661K
WT
519
Washington Trust
Rhode Island
$658K
AG
520
Aperio Group
California
$652K -$185K -6,990 -22%
CBT
521
Central Bank & Trust
Kentucky
$652K
FMW
522
Farr Miller & Washington
District of Columbia
$647K
DLCIG
523
D.L. Carlson Investment Group
New Hampshire
$641K +$9.25K +350 +1%
PTC
524
Private Trust Company
Ohio
$638K +$1.03K +39 +0.2%
GW
525
GW & Wade
Massachusetts
$635K +$39.3K +1,488 +7%

EPD Hedge Fund Activity: Q3 2017 in Review

897 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2017, worth a combined $21.1B — down 3.8% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EPD positions and 50 closed out — a net gain of 18 holders — while 326 added to existing stakes and 315 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $189M. The largest seller was JP Morgan Chase, cutting an estimated $291M.

  • 897 institutional investors held Enterprise Products Partners (EPD) as of Q3 2017, up from 888 in Q2 2017.
  • Funds reported $21.1B of Enterprise Products Partners stock for Q3 2017, down 3.8% quarter-over-quarter.
  • 68 funds opened new Enterprise Products Partners positions in Q3 2017 and 50 closed out, a net change of +18 holders.
  • The largest Enterprise Products Partners buyer in Q3 2017 was Goldman Sachs, an estimated $189M added.
  • The largest Enterprise Products Partners seller in Q3 2017 was JP Morgan Chase, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2017.