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Enterprise Products Partners
EPD

Overview Fund Activity

711 hedge funds and large institutions have $18B invested in Enterprise Products Partners in 2013 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 235 increasing their positions, 229 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+70
Holders Change %
+10.92%
% of All Funds
20.65%
Holding in Top 10
83
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.41%
% of All Funds
2.41%
New
95
Increased
235
Reduced
229
Closed
17
Calls
$91.2M
Puts
$56.6M
Net Calls
+$34.6M
Net Calls Change
-$783M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$687M
2
HFA
Harvest Fund Advisors
Pennsylvania
$550M
3
O
OppenheimerFunds
New York
$475M
4
Goldman Sachs
Goldman Sachs
New York
$831M
5
TCA
Tortoise Capital Advisors
Kansas
$1.04B

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$0
2
First Trust Advisors
First Trust Advisors
Illinois
$2.67M
3
EAM
Edge Asset Management
Washington
$88.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$925M
5
PDM
Penn Davis McFarland
Texas
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
676
Lenox Wealth Advisors
New York
$74K +$74K +2,246 New
PSC
677
Prentiss Smith & Co
Vermont
$73K – – –
GI
678
Gradient Investments
Minnesota
$68K -$8.14K -244 -11%
RFA
679
Reilly Financial Advisors
California
$66K – – –
NME
680
Notis-McConarty Edward
$66K +$66K +2,000 New
PMFA
681
Plante Moran Financial Advisors
Michigan
$55K – – –
QAM
682
QCI Asset Management
New York
$54K – – –
ARMC
683
American Research & Management Company
Massachusetts
$46K – – –
SGC
684
South Georgia Capital
Illinois
$46K +$46K +1,400 New
HRIA
685
Haberer Registered Investment Advisor
Ohio
$45K – – –
OC
686
Oakworth Capital
Alabama
$43K +$43K +1,310 New
SC
687
Sophrosyne Capital
New York
$40K -$40K -1,200 -50%
KFP
688
Keystone Financial Planning
Ohio
$40K +$40K +1,200 New
WCMN
689
Westchester Capital Management (Nebraska)
Nebraska
$38K – – –
ACM
690
Aviance Capital Management
Florida
$33K -$22.1K -672 -40%
AAC
691
Asset Advisors Corp
Georgia
$33K – – –
PIM
692
Parasol Investment Management
Illinois
$33K +$33K +1,000 New
HI
693
Hudock Inc
Pennsylvania
$29K – – –
WA
694
Waverly Advisors
Alabama
$29K – – –
ST
695
Smithfield Trust
Pennsylvania
$27K +$27K +800 New
TFO
696
Tarbox Family Office
California
$23K +$23K +700 New
BBPWM
697
Blue Bell Private Wealth Management
Pennsylvania
$22K +$22K +654 New
JFA
698
JNBA Financial Advisors
Minnesota
$20K – – –
BAM
699
Brave Asset Management
New Jersey
$20K +$20K +590 New
PCM
700
Prelude Capital Management
New York
$20K +$20K +600 New
26 27
28
29 30