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Enterprise Products Partners

1,027 hedge funds and large institutions have $19.6B invested in Enterprise Products Partners in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 335 increasing their positions, 350 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $234M | Put options by funds: $88.3M

55% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 89

4% more funds holding

Funds holding: 9901,027 (+37)

4% more funds holding in top 10

Funds holding in top 10: 8487 (+3)

0.15% less ownership

Funds ownership: 36.7%36.55% (-0.15%)

4% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 350

14% less capital invested

Capital invested by funds: $22.9B → $19.6B (-$3.3B)

Holders
1,027
Holders Change
+37
Holders Change %
+3.74%
% of All Funds
22.88%
Holding in Top 10
87
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.57%
% of All Funds
1.94%
New
138
Increased
335
Reduced
350
Closed
89
Calls
$234M
Puts
$88.3M
Net Calls
+$146M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
601
Mark Sheptoff Financial Planning
Connecticut
$494K -$13.4K -500 -2%
PCMC
602
Paragon Capital Management (Colorado)
Colorado
$494K +$52.1K +1,945 +11%
VF
603
Vilas Fund
Illinois
$492K +$535K +20,000 New
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$491K +$63.8K +2,384 +14%
BA
605
BKS Advisors
Michigan
$489K
WS
606
Wedbush Securities
California
$487K -$122K -4,540 -19%
DWM
607
Doyle Wealth Management
Florida
$485K +$185K +6,897 +54%
RWP
608
RWA Wealth Partners
Massachusetts
$484K +$71.7K +2,680 +16%
PGFC
609
Peapack-Gladstone Financial Corp
New Jersey
$481K +$69.3K +2,589 +15%
VNA
610
Valley National Advisers
Pennsylvania
$479K -$32.7K -1,220 -6%
PV
611
Private Vista
Illinois
$477K
GAM
612
Gould Asset Management
California
$474K
RTS
613
Round Table Services
New Jersey
$473K -$2.41K -90 -0.5%
DAM
614
Delta Asset Management
Tennessee
$470K
BOS
615
Bingham Osborn & Scarborough
California
$463K +$85.7K +3,200 +20%
Marshall Wace
616
Marshall Wace
United Kingdom
$462K +$503K +18,799 New
SWP
617
Strategic Wealth Partners
Ohio
$461K -$4.68K -175 -1%
RB
618
Rodgers Brothers
Pennsylvania
$456K +$34.8K +1,300 +8%
FHA
619
Flagship Harbor Advisors
Massachusetts
$456K +$402 +15 +0.1%
PFS
620
Prospera Financial Services
Texas
$456K +$63.7K +2,378 +15%
WIA
621
Westbourne Investment Advisors
Maryland
$455K
WCM
622
Whitener Capital Management
North Carolina
$455K +$63K +2,354 +15%
PFA
623
Pettinga Financial Advisors
Indiana
$452K +$492K +18,390 New
NWP
624
Northstar Wealth Partners
Connecticut
$451K -$52.1K -1,946 -10%
MCM
625
Maryland Capital Management
Maryland
$450K -$38.8K -1,450 -7%

EPD Hedge Fund Activity: Q4 2018 in Review

1,027 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2018, worth a combined $19.6B — down 14% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new EPD positions and 89 closed out — a net gain of 49 holders — while 335 added to existing stakes and 350 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $126M. The largest seller was ING Group, cutting an estimated $170M.

  • 1,027 institutional investors held Enterprise Products Partners (EPD) as of Q4 2018, up from 990 in Q3 2018.
  • Funds reported $19.6B of Enterprise Products Partners stock for Q4 2018, down 14% quarter-over-quarter.
  • 138 funds opened new Enterprise Products Partners positions in Q4 2018 and 89 closed out, a net change of +49 holders.
  • The largest Enterprise Products Partners buyer in Q4 2018 was Deutsche Bank, an estimated $126M added.
  • The largest Enterprise Products Partners seller in Q4 2018 was ING Group, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.