We are live on ! Find out more
EPD icon

Enterprise Products Partners
EPD

888 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 305 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $165M | Put options by funds: $69.5M

1% more funds holding in top 10

Funds holding in top 10: 81 → 82 (+1)

5% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 305

0.34% more ownership

Funds ownership: 37.44% → 37.78% (+0.34%)

0% more capital invested

Capital invested by funds: $21.9B → $21.9B (+$56.3M)

2% less funds holding

Funds holding: 905 → 888 (-17)

10% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 58

Holders
888
Holders Change
-17
Holders Change %
-1.88%
% of All Funds
22.14%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
2.04%
New
52
Increased
319
Reduced
305
Closed
58
Calls
$165M
Puts
$69.5M
Net Calls
+$95.4M
Net Calls Change
-$7.58M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$309M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$260M
3
Principal Financial Group
Principal Financial Group
Iowa
+$143M
4
CBOA
Commonwealth Bank of Australia
Australia
+$107M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.2M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$69.5M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$59.2M
3
AA
ALPS Advisors
Colorado
-$54.8M
4
N
Nuveen
North Carolina
-$50.1M
5
CCCA
Center Coast Capital Advisors
Texas
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
676
BOK Financial Private Wealth
Colorado
$316K -$46.9K -1,731 -13%
MA
677
Montag & Associates
Georgia
$315K – – –
CM
678
CoreCommodity Management
Connecticut
$314K – – –
FWM
679
Focused Wealth Management
New York
$309K -$9.89K -365 -3%
TC
680
TradeLink Capital
Illinois
$309K +$309K +11,400 New
FAG
681
Financial Advisory Group
Texas
$309K +$309K +11,409 New
PWM
682
Perigon Wealth Management
California
$308K -$33.9K -1,250 -10%
YIA
683
YHB Investment Advisors
Connecticut
$308K – – –
ACM
684
Azimuth Capital Management
Michigan
$305K – – –
AP
685
Atwood & Palmer
Missouri
$303K – – –
NC
686
NBW Capital
Massachusetts
$303K – – –
AA
687
Apriem Advisors
California
$301K +$293K +10,825 +3,608%
PAG
688
Pinnacle Advisory Group
Maryland
$300K – – –
PAM
689
Private Asset Management
California
$299K – – –
BJL
690
Brighton Jones LLC
Washington
$298K -$5.91K -218 -2%
TNBTD
691
Trustmark National Bank Trust Department
Mississippi
$298K – – –
BCM
692
Blume Capital Management
California
$298K +$14.9K +550 +5%
KF
693
Krilogy Financial
Missouri
$296K -$104K -3,830 -26%
IFAM
694
Institutional & Family Asset Management
Colorado
$296K +$7.45K +275 +3%
FFA
695
First Foundation Advisors
California
$296K +$14.1K +522 +5%
TH
696
Timber Hill
Connecticut
$295K -$418K -15,443 -59%
SFG
697
Summit Financial Group
West Virginia
$295K +$295K +10,896 New
PFM
698
Parsec Financial Management
North Carolina
$294K – – –
AT
699
Argent Trust
Texas
$293K – – –
LNB
700
Ledyard National Bank
$293K – – –
26 27
28
29 30

EPD Hedge Fund Activity: Q2 2017 in Review

888 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2017, worth a combined $21.9B — up 0.26% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EPD and 52 opened new positions — a net loss of 6 holders — while 305 trimmed existing stakes and 319 added.

The largest buyer was Bank of America, adding an estimated $309M. The largest seller was Harvest Fund Advisors, cutting an estimated $69.5M.

  • 888 institutional investors held Enterprise Products Partners (EPD) as of Q2 2017, down from 905 in Q1 2017.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q2 2017, up 0.26% quarter-over-quarter.
  • 52 funds opened new Enterprise Products Partners positions in Q2 2017 and 58 closed out, a net change of -6 holders.
  • The largest Enterprise Products Partners buyer in Q2 2017 was Bank of America, an estimated $309M added.
  • The largest Enterprise Products Partners seller in Q2 2017 was Harvest Fund Advisors, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2017.