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Enterprise Products Partners

897 hedge funds and large institutions have $21.1B invested in Enterprise Products Partners in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 315 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $203M | Put options by funds: $83.1M

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

1% more funds holding

Funds holding: 888897 (+9)

3% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 315

0.13% less ownership

Funds ownership: 37.78%37.65% (-0.13%)

4% less capital invested

Capital invested by funds: $21.9B → $21.1B (-$834M)

2% less funds holding in top 10

Funds holding in top 10: 8280 (-2)

Holders
897
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
22.36%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.99%
New
68
Increased
326
Reduced
315
Closed
50
Calls
$203M
Puts
$83.1M
Net Calls
+$120M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
701
Financial Advisory Group
Texas
$298K +$397 +15 +0.1%
AA
702
Apriem Advisors
California
$295K +$4.68K +177 +2%
NFA
703
Nuveen Fund Advisors
Illinois
$294K -$17.9K -677 -6%
ACM
704
Azimuth Capital Management
Michigan
$294K
AP
705
Atwood & Palmer
Missouri
$292K
NC
706
NBW Capital
Massachusetts
$292K
SFG
707
Summit Financial Group
West Virginia
$292K +$7.93K +300 +3%
AWM
708
Altavista Wealth Management
North Carolina
$289K +$294K +11,104 New
PAM
709
Private Asset Management
California
$288K
KF
710
Krilogy Financial
Missouri
$288K +$2.99K +113 +1%
AT
711
Argent Trust
Texas
$288K +$6.69K +253 +2%
TNBTD
712
Trustmark National Bank Trust Department
Mississippi
$287K
GCP
713
GSA Capital Partners
United Kingdom
$285K +$289K +10,926 New
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$79.5K +3,007 +39%
PFM
715
Parsec Financial Management
North Carolina
$283K
CT
716
Cambridge Trust
Massachusetts
$282K +$47.6K +1,800 +20%
AWM
717
AllSquare Wealth Management
New York
$282K +$286K +10,800 New
YIA
718
YHB Investment Advisors
Connecticut
$281K -$15.9K -600 -5%
BIAS
719
Beacon Investment Advisory Services
New Jersey
$281K +$284K +10,760 New
BG
720
Bahl & Gaynor
Ohio
$279K
NFG
721
Next Financial Group
Texas
$278K -$257K -9,728 -48%
IFAM
722
Institutional & Family Asset Management
Colorado
$278K -$7.27K -275 -3%
KTA
723
Keeley-Teton Advisors
Illinois
$278K +$1.38K +52 +0.5%
GD
724
Grandfield & Dodd
New York
$274K
MWP
725
MYCIO Wealth Partners
Pennsylvania
$273K

EPD Hedge Fund Activity: Q3 2017 in Review

897 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2017, worth a combined $21.1B — down 3.8% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EPD positions and 50 closed out — a net gain of 18 holders — while 326 added to existing stakes and 315 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $189M. The largest seller was JP Morgan Chase, cutting an estimated $291M.

  • 897 institutional investors held Enterprise Products Partners (EPD) as of Q3 2017, up from 888 in Q2 2017.
  • Funds reported $21.1B of Enterprise Products Partners stock for Q3 2017, down 3.8% quarter-over-quarter.
  • 68 funds opened new Enterprise Products Partners positions in Q3 2017 and 50 closed out, a net change of +18 holders.
  • The largest Enterprise Products Partners buyer in Q3 2017 was Goldman Sachs, an estimated $189M added.
  • The largest Enterprise Products Partners seller in Q3 2017 was JP Morgan Chase, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2017.