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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
526
Hancock Whitney
Mississippi
$769K +$773K +26,758 New
AF
527
Advisornet Financial
Minnesota
$767K -$129K -4,449 -14%
BCM
528
Blume Capital Management
California
$762K -$4.33K -150 -0.6%
IAA
529
Ironsides Asset Advisors
North Carolina
$755K
MBT
530
Montecito Bank & Trust
California
$755K
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$754K -$40.5K -1,400 -5%
FNT
532
First National Trust
Pennsylvania
$753K +$15.6K +541 +2%
PWLP
533
Prio Wealth Limited Partnership
Massachusetts
$752K
LWM
534
Lyell Wealth Management
California
$751K -$57.8K -2,000 -7%
DWA
535
Douglass Winthrop Advisors
New York
$745K -$57.8K -2,000 -7%
EWM
536
Evermay Wealth Management
Virginia
$739K -$164K -5,660 -18%
BUB
537
BBVA USA Bancshares
Texas
$739K -$67.2K -2,327 -8%
CS
538
Comerica Securities
Michigan
$736K +$12.5K +433 +2%
AWM
539
Arbor Wealth Management
Florida
$724K
DWT
540
Dorsey & Whitney Trust
South Dakota
$724K +$25.1K +868 +4%
SGAM
541
Steinberg Global Asset Management
Florida
$722K +$318K +11,000 +78%
ECM
542
Estabrook Capital Management
New York
$715K -$30.2K -1,044 -4%
SC
543
SouthState Corp
Florida
$714K -$115K -3,977 -14%
STMM
544
South Texas Money Management
Texas
$713K -$116K -4,020 -14%
FMW
545
Farr Miller & Washington
District of Columbia
$713K
DLA
546
Douglas Lane & Associates
New York
$713K +$240K +8,304 +50%
WF
547
Welch & Forbes
Massachusetts
$709K
HK
548
Horizon Kinetics
New York
$699K
WS
549
Wedbush Securities
California
$699K +$14.2K +490 +2%
LNC
550
Lincoln National Corp
Pennsylvania
$695K -$59.5K -2,059 -8%

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.