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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
526
Lyell Wealth Management
California
$664K +$722K +27,104 New
SF
527
Synovus Financial
Georgia
$663K -$98.7K -3,707 -12%
MBT
528
Montecito Bank & Trust
California
$663K
BCM
529
Blume Capital Management
California
$656K +$336K +12,625 +89%
EFS
530
Essex Financial Services
Connecticut
$654K +$11.2K +421 +2%
SWA
531
SFMG Wealth Advisors
Texas
$649K +$23.6K +886 +3%
UB
532
UMB Bank
Missouri
$646K +$330K +12,395 +88%
PWLP
533
Prio Wealth Limited Partnership
Massachusetts
$641K
RWA
534
RGT Wealth Advisors
Texas
$638K -$2.66K -100 -0.4%
NEPWA
535
New England Private Wealth Advisors
Massachusetts
$635K +$799 +30 +0.1%
ECM
536
Estabrook Capital Management
New York
$635K
AAM
537
Augustine Asset Management
Florida
$632K
AWM
538
Arbor Wealth Management
Florida
$631K -$18.6K -699 -3%
LNC
539
Lincoln National Corp
Pennsylvania
$628K -$551K -20,695 -45%
BW
540
Bison Wealth
Georgia
$615K -$179K -6,725 -21%
CBT
541
Central Bank & Trust
Kentucky
$612K
FMW
542
Farr Miller & Washington
District of Columbia
$612K +$5.33K +200 +0.8%
BCP
543
Blackhawk Capital Partners
Wisconsin
$612K +$8.57K +322 +1%
DWM
544
Dynasty Wealth Management
Florida
$610K +$32.4K +1,216 +5%
Toronto Dominion Bank
545
Toronto Dominion Bank
Ontario, Canada
$609K +$286K +10,730 +76%
WT
546
Washington Trust
Rhode Island
$607K
BA
547
Bristol Advisors
Pennsylvania
$602K +$128K +4,800 +24%
DLCIG
548
D.L. Carlson Investment Group
New Hampshire
$601K -$12K -450 -2%
DWT
549
Dorsey & Whitney Trust
South Dakota
$600K -$47.6K -1,788 -7%
Parallax Volatility Advisers
550
Parallax Volatility Advisers
California
$598K +$651K +24,436 New

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.