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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
IHL
576
Investment House LLC
California
$475K -$635K -23,655 -59%
UAS
577
United Asset Strategies
New York
$474K +$41.9K +1,560 +11%
BWM
578
BerganKDV Wealth Management
Minnesota
$472K
EWM
579
Evermay Wealth Management
Virginia
$471K
FCCM
580
First City Capital Management
Georgia
$470K +$81 +3 +0%
KCM
581
Kornitzer Capital Management
Kansas
$468K +$107K +4,000 +33%
SYBT
582
Stock Yards Bank & Trust
Kentucky
$467K +$7.6K +283 +2%
SNT
583
Security National Trust
West Virginia
$466K
NEPWA
584
New England Private Wealth Advisors
Massachusetts
$464K -$147K -5,461 -26%
SAM
585
Shamrock Asset Management
Texas
$457K
PAM
586
Peak Asset Management
Colorado
$456K +$6.04K +225 +1%
CAL
587
Capital Advisors Ltd
Ohio
$455K
YP
588
Yellowstone Partners
Idaho
$451K -$67.1K -2,501 -14%
SSA
589
Schonfeld Strategic Advisors
New York
$449K +$412K +15,358 New
PGFC
590
Peapack-Gladstone Financial Corp
New Jersey
$448K -$348K -12,975 -46%
JPMIA
591
J.P. Marvel Investment Advisors
Massachusetts
$448K
BT
592
Beacon Trust
New Jersey
$447K +$11.8K +440 +3%
HW
593
Hedeker Wealth
Illinois
$431K -$395K -14,730 Closed
PFM
594
Phillips Financial Management
Indiana
$431K
SGAM
595
Steinberg Global Asset Management
Florida
$431K
SCM
596
Sterling Capital Management
North Carolina
$423K
C
597
CFO4Life
Texas
$420K +$4.78K +178 +1%
GC
598
Gratus Capital
Georgia
$417K +$79.4K +2,957 +26%
CDH
599
Charles D. Hyman
$416K -$13.7K -510 -3%
SCA
600
Sippican Capital Advisors
Massachusetts
$414K +$20.4K +760 +6%

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.