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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Meridian Wealth Management
Kentucky
$259K -$26.1K -935 -9%
BFEC
752
Benjamin F. Edwards & Company
Missouri
$258K +$8.38K +300 +3%
BTIS
753
BB&T Investment Services
North Carolina
$258K +$86.5K +3,097 +50%
HVIA
754
Hudson Valley Investment Advisors
New York
$256K +$363 +13 +0.1%
GIM
755
Greylin Investment Management
Virginia
$255K -$2.79K -100 -1%
FPCP
756
Fort Point Capital Partners
California
$255K +$14K +500 +6%
MSAM
757
Moloney Securities Asset Management
Missouri
$251K -$2.6K -93 -1%
AWM
758
Avior Wealth Management
Nebraska
$251K
AL
759
Aspiriant LLC
California
$250K +$253K +9,065 New
B
760
BancorpSouth
Mississippi
$247K -$96.5K -3,454 -28%
PP
761
Palladium Partners
Virginia
$245K -$29.3K -1,050 -11%
Cetera Investment Advisers
762
Cetera Investment Advisers
Illinois
$245K +$25.3K +906 +11%
HCM
763
Harvest Capital Management
New Hampshire
$244K
SCM
764
Sterneck Capital Management
Missouri
$243K
AIA
765
Allegis Investment Advisors
Idaho
$239K -$1.56K -56 -0.6%
FMWA
766
Forvis Mazars Wealth Advisors
Missouri
$239K +$1.43K +51 +0.6%
WTB
767
Washington Trust Bank
Washington
$239K +$180K +6,440 +293%
BC
768
Brinker Capital
Pennsylvania
$238K +$33.7K +1,206 +16%
Geode Capital Management
769
Geode Capital Management
Massachusetts
$237K
T. Rowe Price Associates
770
T. Rowe Price Associates
Maryland
$237K +$2.68K +96 +1%
BHA
771
Beech Hill Advisors
New York
$237K +$240K +8,600 New
Lido Advisors
772
Lido Advisors
California
$235K -$445K -15,937 -65%
SAM
773
Shikiar Asset Management
New York
$235K
CHJWM
774
Carlton Hofferkamp & Jenks Wealth Management
Texas
$234K
TTWM
775
TCV Trust & Wealth Management
Virginia
$234K

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.