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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
FA
551
Fagan Associates
New York
$555K -$9.65K -365 -2%
IWM
552
IHT Wealth Management
Illinois
$550K +$115K +4,341 +26%
BSW
553
Buckingham Strategic Wealth
Missouri
$542K +$120K +4,547 +28%
CP
554
Camelot Portfolios
Ohio
$541K -$76.9K -2,907 -12%
VCM
555
Violich Capital Management
California
$541K -$26.4K -1,000 -5%
FIB
556
First Interstate Bank
Montana
$537K -$27.5K -1,041 -5%
Chevy Chase Trust
557
Chevy Chase Trust
Maryland
$536K +$53 +2 +0%
CI
558
Cowen Inc
New York
$533K -$333K -12,580 -38%
NL
559
NWAM LLC
Washington
$532K +$53 +2 +0%
DIA
560
Denver Investment Advisors
Colorado
$530K -$18.8K -712 -3%
SA
561
SpiderRock Advisors
Delaware
$529K
EC
562
EJF Capital
Virginia
$521K +$132K +5,000 +33%
BL
563
Balentine LLC
Georgia
$519K +$7.61K +288 +1%
NCM
564
Noesis Capital Mangement
Florida
$518K -$18.5K -700 -3%
MMG
565
Monetary Management Group
Missouri
$517K
SB
566
Simmons Bank
Arkansas
$517K
DAM
567
Delta Asset Management
Tennessee
$508K
SCM
568
Sterling Capital Management
North Carolina
$507K
WCBA
569
Weaver C. Barksdale & Associates
Tennessee
$500K +$126K +4,765 +33%
FWM
570
Focused Wealth Management
New York
$500K +$205K +7,747 +68%
CL
571
Choreo LLC
Illinois
$499K +$2.54K +96 +0.5%
CS
572
Comerica Securities
Michigan
$497K +$504K +19,076 New
IFWM
573
Institute for Wealth Management
Colorado
$496K +$25.9K +980 +5%
BA
574
Bristol Advisors
Pennsylvania
$495K +$304K +11,500 +153%
TD Asset Management
575
TD Asset Management
Ontario, Canada
$494K +$7.93K +300 +2%

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.