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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
Montag & Associates
Georgia
$614K +$116K +4,000 +23%
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$613K +$4.36K +151 +0.7%
CAM
578
CenterStar Asset Management
Illinois
$608K
DJSG
579
D.J. St. Germain
Massachusetts
$598K -$2.89K -100 -0.5%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$596K
VNA
581
Valley National Advisers
Pennsylvania
$595K +$198K +6,861 +50%
WAM
582
Weatherly Asset Management
California
$593K -$26K -901 -4%
MSFP
583
Mark Sheptoff Financial Planning
Connecticut
$591K
NWP
584
Northstar Wealth Partners
Connecticut
$582K -$30.2K -1,046 -5%
Federated Hermes
585
Federated Hermes
Pennsylvania
$575K
WC
586
Whitnell & Co
Illinois
$572K -$121K -4,200 -17%
BA
587
BKS Advisors
Michigan
$571K -$166K -5,750 -22%
MMG
588
Monetary Management Group
Missouri
$570K
PP
589
Palladium Partners
Virginia
$568K +$63.6K +2,200 +13%
MCM
590
Maryland Capital Management
Maryland
$567K -$497K -17,215 -47%
FANJ
591
Financial Architects (New Jersey)
New Jersey
$566K +$7.46K +258 +1%
SCP
592
Syntal Capital Partners
Texas
$561K +$24.4K +846 +5%
WA
593
Winfield Associates
Ohio
$559K +$37.6K +1,300 +7%
PV
594
Private Vista
Illinois
$558K
RTS
595
Round Table Services
New Jersey
$555K -$143K -4,939 -20%
GAM
596
Gould Asset Management
California
$554K
DAM
597
Delta Asset Management
Tennessee
$549K
G
598
GenTrust
Florida
$547K
NVIM
599
New Vernon Investment Management
Illinois
$542K
FHA
600
Flagship Harbor Advisors
Massachusetts
$540K -$51.7K -1,790 -9%

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.