Enterprise Products Partners
724 hedge funds and large institutions have $19.2B invested in Enterprise Products Partners in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 261 increasing their positions, 220 reducing their positions, and 34 closing their positions.
74% more call options, than puts
Call options by funds: $85.4M | Put options by funds: $48.9M
65% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 34
19% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 220
7% more capital invested
Capital invested by funds: $18B → $19.2B (+$1.24B)
5% more funds holding in top 10
Funds holding in top 10: 83 → 87 (+4)
2% more funds holding
Funds holding: 711 → 724 (+13)
0.63% more ownership
Funds ownership: 58.39% → 59.02% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$128M |
| 2 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$79M |
| 3 |
WJA
Williams Jones & Associates
New York
|
+$74.2M |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$58.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$397M |
| 2 |
AT
Alliance Trust
Dundee, Scotland,
United Kingdom
|
-$86.9M |
| 3 |
Renaissance Technologies
New York
|
-$38.1M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$21.5M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$20.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTCG
751
Pring Turner Capital Group
Alamo,
California
| – | -$156K | -4,712 | Closed |
|
|
TRCT
752
Tower Research Capital (TRC)
New York
| – | -$125K | -3,780 | Closed |
|
|
ASN
753
Advisory Services Network
Atlanta,
Georgia
| – | -$116K | -3,500 | Closed |
|
|
WCM
754
Windsor Capital Management
Phoenix,
Arizona
| – | -$87K | -2,634 | Closed |
|
|
LWA
755
Lenox Wealth Advisors
New York
| – | -$74K | -2,246 | Closed |
|
|
PSC
756
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$73K | -2,200 | Closed |
|
|
HRIA
757
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| – | -$45K | -1,350 | Closed |
|
|
KFP
758
Keystone Financial Planning
Cleveland,
Ohio
| – | -$40K | -1,200 | Closed |
|
|
SC
759
Sophrosyne Capital
New York
| – | -$40K | -1,200 | Closed |
|
|
JFA
760
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$20K | -600 | Closed |
|
761
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$14K | -410 | Closed |
|
|
PFG
762
Piershale Financial Group
Barrington,
Illinois
| – | -$2K | -54 | Closed |
|
EPD Hedge Fund Activity: Q1 2014 in Review
724 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2014, worth a combined $19.2B — up 6.9% from $18B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new EPD positions and 34 closed out — a net gain of 22 holders — while 261 added to existing stakes and 220 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $128M. The largest seller was Invesco, cutting an estimated $397M.
- 724 institutional investors held Enterprise Products Partners (EPD) as of Q1 2014, up from 711 in Q4 2013.
- Funds reported $19.2B of Enterprise Products Partners stock for Q1 2014, up 6.9% quarter-over-quarter.
- 56 funds opened new Enterprise Products Partners positions in Q1 2014 and 34 closed out, a net change of +22 holders.
- The largest Enterprise Products Partners buyer in Q1 2014 was First Trust Advisors, an estimated $128M added.
- The largest Enterprise Products Partners seller in Q1 2014 was Invesco, an estimated $397M sold.
Based on aggregated 13F filings for Q1 2014.