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Enterprise Products Partners

855 hedge funds and large institutions have $22B invested in Enterprise Products Partners in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 270 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $281M | Put options by funds: $106M

157% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 37

27% more capital invested

Capital invested by funds: $17.4B → $22B (+$4.66B)

12% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 270

11% more funds holding in top 10

Funds holding in top 10: 8291 (+9)

6% more funds holding

Funds holding: 806855 (+49)

1.24% more ownership

Funds ownership: 34.94%36.18% (+1.2%)

Holders
855
Holders Change
+49
Holders Change %
+6.08%
% of All Funds
22.81%
Holding in Top 10
91
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.98%
% of All Funds
2.43%
New
95
Increased
303
Reduced
270
Closed
37
Calls
$281M
Puts
$106M
Net Calls
+$175M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
701
Fisher Asset Management
Washington
$264K +$15.8K +588 +7%
PWM
702
Perigon Wealth Management
California
$264K +$243K +9,035 New
ACM
703
Argentus Capital Management
Texas
$261K -$96.6K -3,597 -29%
PP
704
Palladium Partners
Virginia
$261K
MWP
705
MYCIO Wealth Partners
Pennsylvania
$259K +$10.7K +400 +5%
HCM
706
Harvest Capital Management
New Hampshire
$258K
SFM
707
Signet Financial Management
New Jersey
$254K -$135K -5,017 -37%
WB
708
Webster Bank
Connecticut
$253K +$4.75K +177 +2%
CPA
709
Cowen Prime Advisors
New York
$252K +$26.8K +1,000 +13%
Geode Capital Management
710
Geode Capital Management
Massachusetts
$251K +$231K +8,610 New
SAM
711
Shikiar Asset Management
New York
$249K
CHJWM
712
Carlton Hofferkamp & Jenks Wealth Management
Texas
$248K
EIM
713
Essex Investment Management
Massachusetts
$247K
BCM
714
BTR Capital Management
California
$246K
WMC
715
Westwood Management Corporation
Illinois
$245K
TTWM
716
TCV Trust & Wealth Management
Virginia
$245K +$224K +8,352 New
T. Rowe Price Associates
717
T. Rowe Price Associates
Maryland
$244K +$224K +8,334 New
BO
718
BRR OpCo
Ohio
$243K +$223K +8,290 New
MAA
719
Mraz Amerine & Associates
California
$242K +$27 +1 +0%
IH
720
IFC Holdings
Florida
$238K -$39.7K -1,479 -15%
MCM
721
McKinley Capital Management
Alaska
$238K +$218K +8,117 New
ACA
722
Anchor Capital Advisors
Massachusetts
$237K +$217K +8,100 New
PAMG
723
Patton Albertson Miller Group
Tennessee
$237K +$217K +8,100 New
FMWA
724
Forvis Mazars Wealth Advisors
Missouri
$236K -$16.7K -623 -7%
WPW
725
Waldron Private Wealth
Pennsylvania
$234K

EPD Hedge Fund Activity: Q2 2016 in Review

855 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2016, worth a combined $22B — up 27% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPD positions and 37 closed out — a net gain of 58 holders — while 303 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $374M. The largest seller was Advisory Research, cutting an estimated $71.8M.

  • 855 institutional investors held Enterprise Products Partners (EPD) as of Q2 2016, up from 806 in Q1 2016.
  • Funds reported $22B of Enterprise Products Partners stock for Q2 2016, up 27% quarter-over-quarter.
  • 95 funds opened new Enterprise Products Partners positions in Q2 2016 and 37 closed out, a net change of +58 holders.
  • The largest Enterprise Products Partners buyer in Q2 2016 was Morgan Stanley, an estimated $374M added.
  • The largest Enterprise Products Partners seller in Q2 2016 was Advisory Research, an estimated $71.8M sold.

Based on aggregated 13F filings for Q2 2016.