We are live on ! Find out more
EPD icon

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
BJL
726
Brighton Jones LLC
Washington
$332K +$55.3K +1,913 +20%
CM
727
CoreCommodity Management
Connecticut
$329K -$4.45K -154 -1%
SNT
728
Security National Trust
West Virginia
$329K
VHAM
729
Van Hulzen Asset Management
California
$328K
ACM
730
Azimuth Capital Management
Michigan
$325K -$2.02K -70 -0.6%
FHB
731
First Hawaiian Bank
Hawaii
$323K +$325K +11,248 New
PC
732
Palo Capital
California
$322K -$80.9K -2,800 -20%
AWM
733
AllSquare Wealth Management
New York
$319K
GT
734
Glenview Trust
Kentucky
$319K
PAM
735
Private Asset Management
California
$318K
VAM
736
Verity Asset Management
North Carolina
$317K -$275K -9,517 -46%
CAM
737
Carret Asset Management
New York
$317K -$11.6K -400 -4%
CA
738
Clearstead Advisors
Ohio
$317K
PAM
739
Peak Asset Management
Colorado
$310K -$13K -450 -4%
KF
740
Krilogy Financial
Missouri
$310K -$6.53K -226 -2%
WPSG
741
Wealth & Pension Services Group
Georgia
$310K +$4.68K +162 +2%
BCWM
742
Bartlett & Co Wealth Management
Ohio
$308K +$22.1K +764 +8%
BC
743
Bartlett & Co
Ohio
$308K +$22.1K +764 +8%
FCI
744
Financial Counselors Inc
Kansas
$307K +$5.14K +178 +2%
MSR
745
Main Street Research
Connecticut
$307K +$309K +10,680 New
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$305K +$161K +5,561 +110%
BG
747
Bahl & Gaynor
Ohio
$304K
BCWM
748
Blue Chip Wealth Management
Florida
$303K
FAG
749
Financial Advisory Group
Texas
$303K
SFG
750
Summit Financial Group
West Virginia
$302K -$277K -9,600 -48%

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.