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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
676
SII Investments
Wisconsin
$354K -$7.26K -260 -2%
SAM
677
Summit Asset Management
Tennessee
$353K
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$351K
RWA
679
Ropes Wealth Advisors
Massachusetts
$350K -$10.3K -370 -3%
PWM
680
Perigon Wealth Management
California
$349K -$39.7K -1,421 -10%
CAMG
681
CWA Asset Management Group
Florida
$348K -$30.7K -1,100 -8%
MWP
682
MYCIO Wealth Partners
Pennsylvania
$348K
BIG
683
Bellwether Investment Group
Tennessee
$344K -$20.7K -740 -6%
IWM
684
IHT Wealth Management
Illinois
$344K +$349K +12,492 New
SI
685
Sprott Inc
Ontario, Canada
$334K -$18.2K -650 -5%
ZCA
686
Zeke Capital Advisors
Pennsylvania
$333K
CBTWT
687
Community Bank & Trust (Waco, Texas)
Texas
$331K
UB
688
UMB Bank
Missouri
$329K -$36.5K -1,305 -10%
NFA
689
Nuveen Fund Advisors
Illinois
$329K +$65.3K +2,336 +24%
FMBTD
690
First Midwest Bank Trust Division
Illinois
$327K -$20.9K -750 -6%
VCAM
691
Van Cleef Asset Management
Ohio
$326K
FWM
692
Focused Wealth Management
New York
$325K +$922 +33 +0.3%
BCM
693
Bluefin Capital Management
New York
$323K -$21.5K -768 -6%
CWM
694
Cedar Wealth Management
California
$323K +$17K +610 +6%
CM
695
CoreCommodity Management
Connecticut
$321K -$10.4K -374 -3%
MA
696
Montag & Associates
Georgia
$321K
FHA
697
Flagship Harbor Advisors
Massachusetts
$317K -$12K -430 -4%
ACM
698
Azimuth Capital Management
Michigan
$311K -$20.5K -735 -6%
YIA
699
YHB Investment Advisors
Connecticut
$311K
BJL
700
Brighton Jones LLC
Washington
$310K +$313K +11,219 New

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.