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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
701
Bank of Nova Scotia
Ontario, Canada
$366K
FFWA
702
FRG Family Wealth Advisors
Washington
$364K
SEM
703
Suncoast Equity Management
Florida
$363K
IAMOG
704
Investors Asset Management of Georgia
Georgia
$362K +$95.4K +3,300 +35%
RCYC
705
Richard C. Young & Co
Rhode Island
$358K +$360K +12,476 New
APG
706
Abacus Planning Group
South Carolina
$356K -$112K -3,869 -24%
CBTWT
707
Community Bank & Trust (Waco, Texas)
Texas
$356K
SCM
708
Sterling Capital Management
North Carolina
$355K -$60.7K -2,100 -15%
VCAM
709
Van Cleef Asset Management
Ohio
$355K -$20.2K -700 -5%
SAM
710
Shamrock Asset Management
Texas
$352K
AWM
711
Altavista Wealth Management
North Carolina
$351K +$8K +277 +2%
VCM
712
Virtue Capital Management
Tennessee
$348K +$350K +12,120 New
SCCM
713
Schafer Cullen Capital Management
New York
$345K -$6.65K -230 -2%
SG
714
Somerset Group
Minnesota
$345K
AA
715
Apriem Advisors
California
$345K +$4.88K +169 +1%
BFEC
716
Benjamin F. Edwards & Company
Missouri
$344K +$24.9K +863 +8%
SIM
717
Sonora Investment Management
Arizona
$343K -$26K -900 -7%
TIM
718
Thompson Investment Management
Wisconsin
$341K
FIB
719
First Interstate Bank
Montana
$339K -$17.3K -600 -5%
KA
720
Kovack Advisors
Florida
$338K +$13.7K +473 +4%
SWM
721
Stockman Wealth Management
Montana
$337K
NWS
722
Newport Wealth Strategies
California
$337K +$116 +4 +0%
HFS
723
HL Financial Services
Kentucky
$337K +$338K +11,715 New
SAM
724
Sequent Asset Management
Texas
$334K
Cetera Investment Advisers
725
Cetera Investment Advisers
Illinois
$334K +$52.2K +1,808 +18%

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.