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Enterprise Products Partners

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

137% more call options, than puts

Call options by funds: $165M | Put options by funds: $69.5M

1% more funds holding in top 10

Funds holding in top 10: 8182 (+1)

5% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 305

0.34% more ownership

Funds ownership: 37.44%37.78% (+0.34%)

0% more capital invested

Capital invested by funds: $21.9B → $21.9B (+$56.3M)

2% less funds holding

Funds holding: 905888 (-17)

10% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 58

Holders
888
Holders Change
-17
Holders Change %
-1.88%
% of All Funds
22.14%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
2.04%
New
52
Increased
319
Reduced
305
Closed
58
Calls
$165M
Puts
$69.5M
Net Calls
+$95.4M
Net Calls Change
-$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
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 -$6.31K -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%
JPMIA
616
J.P. Marvel Investment Advisors
Massachusetts
$414K
PCMC
617
Paragon Capital Management (Colorado)
Colorado
$414K
WB
618
WesBanco Bank
West Virginia
$411K
SXL
619
Summit X LLC
Missouri
$410K +$412K +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%

EPD Hedge Fund Activity: Q2 2017 in Review

888 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2017, worth a combined $21.9B — up 0.26% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EPD and 52 opened new positions — a net loss of 6 holders — while 305 trimmed existing stakes and 319 added.

The largest buyer was Bank of America, adding an estimated $309M. The largest seller was Harvest Fund Advisors, cutting an estimated $69.5M.

  • 888 institutional investors held Enterprise Products Partners (EPD) as of Q2 2017, down from 905 in Q1 2017.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q2 2017, up 0.26% quarter-over-quarter.
  • 52 funds opened new Enterprise Products Partners positions in Q2 2017 and 58 closed out, a net change of -6 holders.
  • The largest Enterprise Products Partners buyer in Q2 2017 was Bank of America, an estimated $309M added.
  • The largest Enterprise Products Partners seller in Q2 2017 was Harvest Fund Advisors, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2017.