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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
EFSCE
526
Enterprise Financial Services Corp (EFSC)
Missouri
$473K
HSBC Holdings
527
HSBC Holdings
United Kingdom
$472K
BMO
528
Beck Mack & Oliver
New York
$460K +$68K +2,050 +18%
HCM
529
Harvest Capital Management
New Hampshire
$458K
NIM
530
Northeast Investment Management
Massachusetts
$458K
PP
531
Peconic Partners
New York
$458K
WA
532
WealthTrust-Arizona
Arizona
$458K +$56.4K +1,700 +15%
BJL
533
Brighton Jones LLC
Washington
$455K +$1.86K +56 +0.4%
DIA
534
Denver Investment Advisors
Colorado
$452K
CTI
535
Community Trust & Investment
Kentucky
$451K +$13.3K +400 +3%
EWM
536
Evermay Wealth Management
Virginia
$448K
PFC
537
Phocas Financial Corp
California
$445K -$12.6K -380 -3%
WB
538
WesBanco Bank
West Virginia
$437K +$19.9K +600 +5%
HFS
539
HL Financial Services
Kentucky
$434K +$331 +10 +0.1%
TAM
540
Taurus Asset Management
New York
$434K +$414K +12,500 New
AP
541
Atwood & Palmer
Missouri
$430K
FCT
542
Family Capital Trust
Massachusetts
$429K -$5.16M -155,630 -93%
MBTD
543
Mechanics Bank - Trust Department
California
$428K
OWP
544
Obermeyer Wealth Partners
Colorado
$427K
LCM
545
Lucas Capital Management
New Jersey
$416K +$16.4K +496 +4%
FMWA
546
Forvis Mazars Wealth Advisors
Missouri
$415K +$1.52K +46 +0.4%
HCM
547
Hollencrest Capital Management
California
$411K -$15.4K -464 -4%
BMM
548
Buffington Mohr McNeal
Idaho
$408K -$13.3K -400 -3%
TF
549
Trutina Financial
Washington
$400K -$9.21K -278 -2%
AWA
550
AmeriServ Wealth Advisors
Pennsylvania
$400K -$6.7K -202 -2%

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.