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Enterprise Products Partners

724 hedge funds and large institutions have $19.2B invested in Enterprise Products Partners in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 261 increasing their positions, 220 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $85.4M | Put options by funds: $48.9M

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

19% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 220

7% more capital invested

Capital invested by funds: $18B → $19.2B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 8387 (+4)

2% more funds holding

Funds holding: 711724 (+13)

0.63% more ownership

Funds ownership: 58.39%59.02% (+0.63%)

Holders
724
Holders Change
+13
Holders Change %
+1.83%
% of All Funds
20.91%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.51%
New
56
Increased
261
Reduced
220
Closed
34
Calls
$85.4M
Puts
$48.9M
Net Calls
+$36.5M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
676
Financial Management Professionals
Texas
$129K
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$125K
BFEC
678
Benjamin F. Edwards & Company
Missouri
$114K +$28.5K +860 +36%
TWA
679
TCI Wealth Advisors
Arizona
$111K
CFA
680
Camarda Financial Advisors
Florida
$108K -$16.2K -488 -14%
LWCFA
681
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K
FI
682
FCM Investments
Texas
$104K
FNBSF
683
First National Bank Sioux Falls
South Dakota
$104K
LNB
684
Ledyard National Bank
$93K
CPA
685
Cowen Prime Advisors
New York
$83K -$1.33M -40,000 -94%
PO
686
Private Ocean
California
$83K
TF
687
Tompkins Financial
New York
$83K
FBT
688
Founders Bank & Trust
Michigan
$79K +$75.5K +2,278 New
HDIM
689
Hanson & Doremus Investment Management
Vermont
$73K +$56.4K +1,700 +425%
GI
690
Gradient Investments
Minnesota
$71K
NME
691
Notis-McConarty Edward
$69K
RFA
692
Reilly Financial Advisors
California
$69K
DA
693
Dunvegan Associates
California
$69K +$66.3K +2,000 New
PFO
694
Pathstone Family Office
New Jersey
$69K +$66.3K +2,000 New
VCM
695
Vigilant Capital Management
Maine
$69K +$66.3K +2,000 New
TSW
696
Thompson Siegel & Walmsley
Virginia
$66K -$16.6K -500 -21%
S
697
SignatureFD
Georgia
$59K +$56K +1,688 New
PMFA
698
Plante Moran Financial Advisors
Michigan
$57K
QAM
699
QCI Asset Management
New York
$56K
IMS
700
Index Management Solutions
Pennsylvania
$55K -$1.45M -43,772 -97%

EPD Hedge Fund Activity: Q1 2014 in Review

724 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2014, worth a combined $19.2B — up 6.9% from $18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EPD positions and 34 closed out — a net gain of 22 holders — while 261 added to existing stakes and 220 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $128M. The largest seller was Invesco, cutting an estimated $397M.

  • 724 institutional investors held Enterprise Products Partners (EPD) as of Q1 2014, up from 711 in Q4 2013.
  • Funds reported $19.2B of Enterprise Products Partners stock for Q1 2014, up 6.9% quarter-over-quarter.
  • 56 funds opened new Enterprise Products Partners positions in Q1 2014 and 34 closed out, a net change of +22 holders.
  • The largest Enterprise Products Partners buyer in Q1 2014 was First Trust Advisors, an estimated $128M added.
  • The largest Enterprise Products Partners seller in Q1 2014 was Invesco, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2014.