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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
576
Laurel Wealth Advisors (California)
California
$579K +$2.57K +92 +0.4%
SFM
577
Signature Financial Management
Virginia
$576K +$583K +20,866 New
PCMM
578
Private Capital Management (Minnesota)
Minnesota
$563K
WTC
579
WhitTier Trust Company
Nevada
$563K +$33.5K +1,200 +6%
CFA
580
Carroll Financial Associates
North Carolina
$559K +$84 +3 +0%
SYBT
581
Stock Yards Bank & Trust
Kentucky
$557K +$126K +4,500 +29%
BIC
582
Bridges Investment Counsel
Nebraska
$549K -$251K -8,978 -31%
FIB
583
First Interstate Bank
Montana
$549K
NFG
584
Next Financial Group
Texas
$547K -$131K -4,692 -19%
MMG
585
Monetary Management Group
Missouri
$547K
IHL
586
Investment House LLC
California
$545K +$97.2K +3,480 +21%
SCM
587
Sterling Capital Management
North Carolina
$541K +$4.05K +145 +0.7%
DAM
588
Delta Asset Management
Tennessee
$538K +$5.45K +195 +1%
RMCM
589
Reynders McVeigh Capital Management
Massachusetts
$531K -$105K -3,750 -16%
BL
590
Balentine LLC
Georgia
$527K
NB
591
NBT Bank
New York
$525K -$45.3K -1,620 -8%
WA
592
WFG Advisors
Texas
$523K -$172K -6,165 -25%
NVIM
593
New Vernon Investment Management
Illinois
$521K -$166K -5,956 -24%
WA
594
Winfield Associates
Ohio
$520K +$36.3K +1,300 +7%
CWM
595
Concert Wealth Management
California
$518K -$112K -4,000 -17%
CHAM
596
Clear Harbor Asset Management
Connecticut
$516K -$2.79K -100 -0.5%
MWM
597
Mission Wealth Management
California
$511K
MA
598
MCF Advisors
Kentucky
$509K -$147K -5,257 -22%
GBBWRPM
599
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$507K -$16.5K -590 -3%
TD Asset Management
600
TD Asset Management
Ontario, Canada
$507K +$22.3K +800 +5%

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.