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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
ECM
576
Ensemble Capital Management
California
$526K -$390K -14,664 -41%
HCM
577
Howland Capital Management
Massachusetts
$523K
WAP
578
Wealthcare Advisory Partners
Pennsylvania
$521K +$38.3K +1,440 +7%
NWP
579
Northstar Wealth Partners
Connecticut
$520K +$129K +4,837 +29%
AWA
580
Acorn Wealth Advisors
Michigan
$514K +$10.3K +386 +2%
SWP
581
Strategic Wealth Partners
Ohio
$512K +$114K +4,294 +26%
JG
582
Jefferies Group
New York
$512K +$557K +20,928 New
HK
583
Horizon Kinetics
New York
$511K -$21.3K -800 -4%
TAM
584
Tocqueville Asset Management
New York
$508K -$101K -3,810 -16%
DJSG
585
D.J. St. Germain
Massachusetts
$507K +$551K +20,710 New
SFG
586
Summit Financial Group
West Virginia
$492K +$256K +9,600 +91%
Federated Hermes
587
Federated Hermes
Pennsylvania
$490K -$1.07M -40,000 -67%
MFAM
588
Motley Fool Asset Management
Virginia
$490K +$533K +20,026 New
CAM
589
CenterStar Asset Management
Illinois
$489K
MSFP
590
Mark Sheptoff Financial Planning
Connecticut
$487K +$487K +18,275 +1,142%
MMG
591
Monetary Management Group
Missouri
$485K
SB
592
Simmons Bank
Arkansas
$480K
PL
593
Parkwood LLC
Ohio
$479K -$94.2K -3,536 -15%
NCM
594
Noesis Capital Mangement
Florida
$479K -$1.06K -40 -0.2%
CL
595
Choreo LLC
Illinois
$479K -$479 -18 -0.1%
VCM
596
Violich Capital Management
California
$478K -$32.5K -1,220 -6%
SCM
597
Sterling Capital Management
North Carolina
$476K
SFS
598
Sowell Financial Services
Arkansas
$475K +$17.1K +644 +4%
PV
599
Private Vista
Illinois
$475K +$517K +19,407 New
WTC
600
WhitTier Trust Company
Nevada
$474K +$84.1K +3,160 +20%

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.