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Enterprise Products Partners
EPD

Overview Fund Activity

888 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 305 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
-17
Holders Change %
-1.88%
% of All Funds
22.17%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
2.05%
New
52
Increased
319
Reduced
305
Closed
58
Calls
$165M
Puts
$69.5M
Net Calls
+$95.4M
Net Calls Change
-$7.58M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$309M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$260M
3
Principal Financial Group
Principal Financial Group
Iowa
+$143M
4
CBOA
Commonwealth Bank of Australia
Australia
+$107M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.1M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$69.4M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$59.2M
3
AA
ALPS Advisors
Colorado
-$54.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$50M
5
CCCA
Center Coast Capital Advisors
Texas
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
601
Endurance Wealth Management
Rhode Island
$447K – – –
SFG
602
Sather Financial Group
Texas
$443K +$443K +16,353 New
CIAS
603
Capital Investment Advisory Services
North Carolina
$441K +$25.8K +951 +6%
BSW
604
Buckingham Strategic Wealth
Missouri
$439K -$6.3K -233 -1%
CCA
605
Conservest Capital Advisors
Pennsylvania
$437K +$2.28K +84 +0.5%
EWM
606
Evermay Wealth Management
Virginia
$436K – – –
UAS
607
United Asset Strategies
New York
$436K +$596 +22 +0.1%
AIM
608
Anchor Investment Management
South Carolina
$434K -$13.5K -500 -3%
FHC
609
First Heartland Consultants
Missouri
$434K +$29K +1,069 +7%
TCOV
610
Trust Company of Vermont
Vermont
$429K +$37.9K +1,400 +10%
BA
611
Boston Advisors
Massachusetts
$426K +$133K +4,920 +45%
FWM
612
Frontier Wealth Management
Missouri
$423K – – –
PAM
613
Peak Asset Management
Colorado
$422K – – –
FCCM
614
First City Capital Management
Georgia
$421K +$108 +4 +0%
SNT
615
Security National Trust
West Virginia
$421K +$4.79K +177 +1%
PCMC
616
Paragon Capital Management (Colorado)
Colorado
$414K – – –
JPMIA
617
J.P. Marvel Investment Advisors
Massachusetts
$414K – – –
WB
618
WesBanco Bank
West Virginia
$411K – – –
SXL
619
Summit X LLC
Missouri
$410K +$410K +15,217 New
CAL
620
Capital Advisors Ltd
Ohio
$409K – – –
BWM
621
BerganKDV Wealth Management
Minnesota
$408K – – –
EC
622
EJF Capital
Virginia
$406K -$271K -10,000 -40%
WAM
623
Wealthspire Advisors (Maryland)
Maryland
$405K +$26.2K +966 +7%
CDH
624
Charles D. Hyman
$400K +$4.25K +157 +1%
ACI
625
Alpha Cubed Investments
California
$400K +$25.7K +949 +7%
23 24
25
26 27