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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
SXL
626
Summit X LLC
Missouri
$421K +$53 +2 +0%
SCA
627
Strategic Capital Advisers
Colorado
$419K
NSIM
628
North Star Investment Management
Illinois
$418K
VF
629
Virtu Financial
New York
$417K -$765K -28,711 -63%
CDH
630
Charles D. Hyman
$417K
MA
631
Montag & Associates
Georgia
$413K +$42.6K +1,601 +10%
BAC
632
Boys Arnold & Co
North Carolina
$410K -$326K -12,232 -44%
KFC
633
Klingenstein Fields & Co
New York
$410K
AIM
634
Anchor Investment Management
South Carolina
$408K
JCM
635
Janney Capital Management
Pennsylvania
$408K -$32K -1,200 -7%
SFM
636
Signature Financial Management
Virginia
$406K +$443K +16,635 New
AIP
637
Ameritas Investment Partners
Nebraska
$405K
SMC
638
Smith, Moore & Co
Missouri
$405K +$36.8K +1,382 +9%
SHA
639
Seneca House Advisors
Virginia
$404K -$78.9K -2,962 -15%
APP
640
Avantax Planning Partners
Iowa
$402K -$9.75K -366 -2%
CCA
641
Conservest Capital Advisors
Pennsylvania
$400K +$666 +25 +0.2%
PGFC
642
Peapack-Gladstone Financial Corp
New Jersey
$399K -$61.1K -2,294 -12%
SYBT
643
Stock Yards Bank & Trust
Kentucky
$396K
FNBT
644
FineMark National Bank & Trust
Florida
$394K -$11.8K -444 -3%
CAMG
645
CWA Asset Management Group
Florida
$394K +$13.6K +510 +3%
SRCM
646
Swift Run Capital Management
Virginia
$392K -$69.1K -2,596 -14%
RMCM
647
Reynders McVeigh Capital Management
Massachusetts
$392K -$47.9K -1,800 -10%
SFG
648
Sather Financial Group
Texas
$392K
CIAS
649
Capital Investment Advisory Services
North Carolina
$386K -$24.1K -905 -5%
JPMIA
650
J.P. Marvel Investment Advisors
Massachusetts
$386K +$12.1K +453 +3%

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.