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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
TD Asset Management
601
TD Asset Management
Ontario, Canada
$471K +$2.66K +100 +0.5%
AFP
602
Ausdal Financial Partners
Iowa
$470K -$22.6K -849 -4%
DAM
603
Delta Asset Management
Tennessee
$468K
UAS
604
United Asset Strategies
New York
$466K +$50.9K +1,913 +11%
IFWM
605
Institute for Wealth Management
Colorado
$465K +$461K +17,325 New
NVIM
606
New Vernon Investment Management
Illinois
$462K
WPC
607
Waters Parkerson & Co
Louisiana
$462K +$115K +4,337 +30%
FFA
608
First Foundation Advisors
California
$461K +$177K +6,654 +55%
SCP
609
Syntal Capital Partners
Texas
$457K -$15.3K -573 -3%
EWM
610
Endurance Wealth Management
Rhode Island
$453K +$26.6K +1,000 +6%
JMPWA
611
JP Morgan Private Wealth Advisors
California
$449K -$433K -16,273 -47%
ACI
612
Alpha Cubed Investments
California
$448K -$36.4K -1,368 -7%
GAM
613
Gould Asset Management
California
$448K
MA
614
MCF Advisors
Kentucky
$448K
ACP
615
Aveo Capital Partners
Colorado
$448K +$26K +975 +6%
MC
616
Middleton & Co
Massachusetts
$447K -$26.6K -1,000 -5%
WA
617
Winfield Associates
Ohio
$446K +$9.32K +350 +2%
PCMC
618
Paragon Capital Management (Colorado)
Colorado
$444K +$52.3K +1,965 +12%
CCC
619
Chelsea Counsel Company
California
$439K -$1.17K -44 -0.2%
DWA
620
Douglass Winthrop Advisors
New York
$439K +$478K +17,935 New
ISL
621
Ingalls & Snyder LLC
New York
$434K
IA
622
IFG Advisory
Georgia
$433K +$38K +1,426 +9%
FHA
623
Flagship Harbor Advisors
Massachusetts
$433K +$44.5K +1,672 +10%
BSW
624
Buckingham Strategic Wealth
Missouri
$432K +$13.9K +521 +3%
CCMW
625
Cypress Capital Management (Wyoming)
Wyoming
$427K -$37.8K -1,418 -8%

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.