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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
WF
551
Welch & Forbes
Massachusetts
$594K -$29.3K -1,100 -4%
RTS
552
Round Table Services
New Jersey
$594K +$220K +8,265 +52%
ANRIA
553
American National Registered Investment Advisor
Texas
$590K
NL
554
NWAM LLC
Washington
$590K +$34.2K +1,284 +6%
KCM
555
Kornitzer Capital Management
Kansas
$586K
CS
556
Comerica Securities
Michigan
$582K +$149K +5,579 +31%
LA
557
LVW Advisors
New York
$580K
AIM
558
Artemis Investment Management
United Kingdom
$570K
FWM
559
Frontier Wealth Management
Missouri
$570K +$285K +10,710 +85%
Chevy Chase Trust
560
Chevy Chase Trust
Maryland
$566K
FLPIM
561
F.L. Putnam Investment Management
Massachusetts
$565K
PJSIMP
562
P.J. Schmidt Investment Management (PJS)
Wisconsin
$565K
MAM
563
Mark Asset Management
New York
$559K -$89.3K -3,352 -13%
CFA
564
Carroll Financial Associates
North Carolina
$558K -$12K -451 -2%
TG
565
TCW Group
California
$557K +$606K +22,751 New
RFO
566
RiverGlades Family Offices
Florida
$556K -$605K -22,710 Closed
LWAC
567
Laurel Wealth Advisors (California)
California
$550K +$1.47K +55 +0.2%
WS
568
Wedbush Securities
California
$549K -$64.6K -2,427 -10%
WA
569
WealthTrust-Arizona
Arizona
$541K -$26.7K -1,001 -4%
RA
570
Rational Advisors
New York
$539K -$101K -3,800 -15%
DIA
571
Denver Investment Advisors
Colorado
$535K +$40.9K +1,536 +8%
WAM
572
Wealthspire Advisors (Maryland)
Maryland
$535K +$54K +2,029 +10%
ANTB
573
AMG National Trust Bank
Colorado
$532K
LC
574
Lourd Capital
California
$529K +$575K +21,600 New
WAM
575
Weatherly Asset Management
California
$528K

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.