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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
SAM
551
Sequent Asset Management
Texas
$553K
FT
552
Fiduciary Trust
Massachusetts
$551K +$64.7K +2,409 +15%
KFC
553
Klingenstein Fields & Co
New York
$550K -$4.03K -150 -0.8%
BL
554
Balentine LLC
Georgia
$550K +$505K +18,807 New
VCM
555
Violich Capital Management
California
$548K
SPC
556
Sigma Planning Corp
Michigan
$542K -$31.8K -1,186 -6%
MWM
557
Mission Wealth Management
California
$541K +$496K +18,493 New
GBBWRPM
558
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$536K
RPG
559
Risk Paradigm Group
Texas
$536K
AIM
560
Anchor Investment Management
South Carolina
$535K +$591 +22 +0.1%
WA
561
Winfield Associates
Ohio
$530K +$481K +17,925 +8,963%
AG
562
Aperio Group
California
$529K -$452K -16,847 -48%
KF
563
Krilogy Financial
Missouri
$525K +$23.4K +872 +5%
TCOV
564
Trust Company of Vermont
Vermont
$515K -$6.07K -226 -1%
TNBTD
565
Trustmark National Bank Trust Department
Mississippi
$514K
LNC
566
Lincoln National Corp
Pennsylvania
$507K +$39.6K +1,477 +9%
ACP
567
Arcus Capital Partners
Georgia
$505K -$120K -4,454 -20%
LWAC
568
Laurel Wealth Advisors (California)
California
$501K +$142K +5,293 +45%
TD Asset Management
569
TD Asset Management
Ontario, Canada
$499K +$18.8K +700 +4%
PMFA
570
Plante Moran Financial Advisors
Michigan
$494K -$11.4K -425 -2%
PC
571
Palo Capital
California
$492K +$204K +7,600 +83%
PAG
572
Private Advisor Group
New Jersey
$490K -$3.4M -126,718 -88%
CAM
573
Carret Asset Management
New York
$489K
EWM
574
Endurance Wealth Management
Rhode Island
$483K
BG
575
Bahl & Gaynor
Ohio
$478K -$37.5K -1,396 -8%

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.