We are live on ! Find out more
EPD icon

Enterprise Products Partners

855 hedge funds and large institutions have $22B invested in Enterprise Products Partners in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 270 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $281M | Put options by funds: $106M

157% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 37

27% more capital invested

Capital invested by funds: $17.4B → $22B (+$4.66B)

12% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 270

11% more funds holding in top 10

Funds holding in top 10: 8291 (+9)

6% more funds holding

Funds holding: 806855 (+49)

1.24% more ownership

Funds ownership: 34.94%36.18% (+1.2%)

Holders
855
Holders Change
+49
Holders Change %
+6.08%
% of All Funds
22.81%
Holding in Top 10
91
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.98%
% of All Funds
2.43%
New
95
Increased
303
Reduced
270
Closed
37
Calls
$281M
Puts
$106M
Net Calls
+$175M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
626
Boston Financial Management
Massachusetts
$364K
DP
627
Dearborn Partners
Illinois
$357K -$20.5K -762 -6%
FIM
628
Frontier Investment Management
Texas
$357K +$17.7K +660 +6%
CM
629
CoreCommodity Management
Connecticut
$356K
WT
630
Washington Trust
Rhode Island
$356K
VWM
631
Valley Wealth Managers
New Jersey
$353K +$103K +3,850 +47%
NERM
632
New England Research & Management
Illinois
$353K +$324K +12,055 New
LWA
633
Lebenthal Wealth Advisors
New York
$352K +$323K +12,042 New
CBTWT
634
Community Bank & Trust (Waco, Texas)
Texas
$351K -$689K -25,650 -68%
TIP
635
Torray Investment Partners
Maryland
$351K +$322K +12,000 New
PHS
636
Pekin Hardy Strauss
Illinois
$346K -$26.8K -1,000 -8%
MHIC
637
Marble Harbor Investment Counsel
Massachusetts
$346K -$15.8K -590 -5%
HCM
638
Hodges Capital Management
Texas
$342K -$1.34K -50 -0.4%
AIA
639
Allegis Investment Advisors
Idaho
$340K -$16.9K -629 -5%
GAG
640
GM Advisory Group
New York
$340K +$312K +11,610 New
YIA
641
YHB Investment Advisors
Connecticut
$340K +$312K +11,616 New
Members Trust
642
Members Trust
Florida
$340K +$312K +11,630 New
GS
643
Girard Securities
California
$339K +$4.83K +180 +2%
FAG
644
Financial Advisory Group
Texas
$336K
MC
645
Matisse Capital
Oregon
$335K -$138K -5,148 -31%
FCBT
646
First Citizens Bank & Trust
North Carolina
$335K +$307K +11,436 New
IIM
647
Ipswich Investment Management
Massachusetts
$331K -$40.3K -1,500 -12%
FFA
648
First Foundation Advisors
California
$330K -$106K -3,946 -26%
MA
649
Montag & Associates
Georgia
$330K +$80.5K +3,000 +36%
AP
650
Atwood & Palmer
Missouri
$328K

EPD Hedge Fund Activity: Q2 2016 in Review

855 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2016, worth a combined $22B — up 27% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPD positions and 37 closed out — a net gain of 58 holders — while 303 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $374M. The largest seller was Advisory Research, cutting an estimated $71.8M.

  • 855 institutional investors held Enterprise Products Partners (EPD) as of Q2 2016, up from 806 in Q1 2016.
  • Funds reported $22B of Enterprise Products Partners stock for Q2 2016, up 27% quarter-over-quarter.
  • 95 funds opened new Enterprise Products Partners positions in Q2 2016 and 37 closed out, a net change of +58 holders.
  • The largest Enterprise Products Partners buyer in Q2 2016 was Morgan Stanley, an estimated $374M added.
  • The largest Enterprise Products Partners seller in Q2 2016 was Advisory Research, an estimated $71.8M sold.

Based on aggregated 13F filings for Q2 2016.