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Enterprise Products Partners

724 hedge funds and large institutions have $19.2B invested in Enterprise Products Partners in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 261 increasing their positions, 220 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $85.4M | Put options by funds: $48.9M

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

19% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 220

7% more capital invested

Capital invested by funds: $18B → $19.2B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 8387 (+4)

2% more funds holding

Funds holding: 711724 (+13)

0.63% more ownership

Funds ownership: 58.39%59.02% (+0.63%)

Holders
724
Holders Change
+13
Holders Change %
+1.83%
% of All Funds
20.91%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.51%
New
56
Increased
261
Reduced
220
Closed
34
Calls
$85.4M
Puts
$48.9M
Net Calls
+$36.5M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
601
Financial Counselors Inc
Kansas
$295K +$7.62K +230 +3%
EIM
602
Essex Investment Management
Massachusetts
$295K +$18.2K +550 +7%
ACA
603
Anchor Capital Advisors
Massachusetts
$294K
CHJWM
604
Carlton Hofferkamp & Jenks Wealth Management
Texas
$294K
CC
605
Cornerstone Capital
California
$294K
FFC
606
First Financial Corp
Indiana
$292K -$4.44K -134 -2%
CFG
607
CKW Financial Group
Hawaii
$291K +$33.1K +1,000 +14%
WSFS
608
Wilmington Savings Fund Society
Delaware
$290K -$62.4K -1,882 -18%
WMC
609
Westwood Management Corporation
Illinois
$290K
GI
610
GAMCO Investors
Connecticut
$289K -$106K -3,200 -28%
MWP
611
MYCIO Wealth Partners
Pennsylvania
$288K +$133 +4 +0%
JIC
612
Joel Isaacson & Co
New York
$278K
CC
613
Capital Counsel
New York
$277K -$53K -1,600 -17%
KB
614
Kimelman & Baird
New York
$277K +$265K +8,000 New
DCM
615
Donaldson Capital Management
Indiana
$269K
GIA
616
GHP Investment Advisors
Colorado
$269K
SRIM
617
Saratoga Research & Investment Management
California
$268K
NG
618
NatWest Group
United Kingdom
$264K -$11.6K -350 -4%
DCLA
619
Douglas C. Lane & Associates
New York
$263K +$3.31K +100 +1%
KCM
620
Kanawha Capital Management
Virginia
$262K
LCM
621
Logan Capital Management
Pennsylvania
$262K +$25.9K +780 +12%
VWM
622
Valley Wealth Managers
New Jersey
$262K +$250K +7,550 New
EB
623
Eastern Bank
Massachusetts
$262K +$251K +7,560 New
PGIM
624
Pacific Global Investment Management
California
$260K -$26.5K -800 -10%
FANJ
625
Financial Architects (New Jersey)
New Jersey
$260K +$994 +30 +0.4%

EPD Hedge Fund Activity: Q1 2014 in Review

724 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2014, worth a combined $19.2B — up 6.9% from $18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EPD positions and 34 closed out — a net gain of 22 holders — while 261 added to existing stakes and 220 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $128M. The largest seller was Invesco, cutting an estimated $397M.

  • 724 institutional investors held Enterprise Products Partners (EPD) as of Q1 2014, up from 711 in Q4 2013.
  • Funds reported $19.2B of Enterprise Products Partners stock for Q1 2014, up 6.9% quarter-over-quarter.
  • 56 funds opened new Enterprise Products Partners positions in Q1 2014 and 34 closed out, a net change of +22 holders.
  • The largest Enterprise Products Partners buyer in Q1 2014 was First Trust Advisors, an estimated $128M added.
  • The largest Enterprise Products Partners seller in Q1 2014 was Invesco, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2014.