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Enterprise Products Partners
EPD

806 hedge funds and large institutions have $17.4B invested in Enterprise Products Partners in 2016 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 291 increasing their positions, 291 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 57

32% more call options, than puts

Call options by funds: $163M | Put options by funds: $123M

9% more funds holding in top 10

Funds holding in top 10: 75 → 82 (+7)

2% more funds holding

Funds holding: 793 → 806 (+13)

1.08% more ownership

Funds ownership: 33.86% → 34.94% (+1.1%)

1% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$156M)

0% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 291

Holders
806
Holders Change
+13
Holders Change %
+1.64%
% of All Funds
21.48%
Holding in Top 10
82
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.33%
% of All Funds
2.18%
New
77
Increased
291
Reduced
291
Closed
57
Calls
$163M
Puts
$123M
Net Calls
+$39.6M
Net Calls Change
-$1.38M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$182M
2
IG
ING Group
Netherlands
+$182M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$135M
4
Morgan Stanley
Morgan Stanley
New York
+$131M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$118M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$197M
2
Deutsche Bank
Deutsche Bank
Germany
-$110M
3
KACA
Kayne Anderson Capital Advisors
California
-$100M
4
ClearBridge Investments
ClearBridge Investments
New York
-$75.4M
5
CS
Credit Suisse
Switzerland
-$68.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
776
Thompson Davis & Co
Virginia
$33K +$30.9K +1,328 New
FMP
777
Financial Management Professionals
Texas
$32K – – –
WTB
778
Washington Trust Bank
Washington
$30K -$93.5K -4,016 -77%
CA
779
Cumberland Advisors
Florida
$29K – – –
CFN
780
Cordasco Financial Network
Florida
$28K -$23 -1 -0.1%
Thrivent Financial for Lutherans
781
Thrivent Financial for Lutherans
Minnesota
$28K – – –
BBPWM
782
Blue Bell Private Wealth Management
Pennsylvania
$28K +$11.3K +484 +74%
ACM
783
Armbruster Capital Management
New York
$26K – – –
AAC
784
Asset Advisors Corp
Georgia
$25K – – –
FI
785
FCM Investments
Texas
$25K – – –
CHP
786
Cable Hill Partners
Oregon
$25K +$23.3K +1,000 New
AF
787
Arrow Financial
New York
$23K – – –
HWP
788
Hefty Wealth Partners
Indiana
$22K – – –
FPFS
789
First Personal Financial Services
North Carolina
$21K – – –
SMG
790
Spectrum Management Group
Indiana
$20K – – –
CGT
791
Capital Guardian Trust
California
$17K -$23.3K -1,000 -59%
KA
792
Klingman & Associates
New York
$16K -$229K -9,850 -94%
AIM
793
Advantage Investment Management
Iowa
$15K – – –
MSFP
794
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
CCA
795
Catalyst Capital Advisors
New York
$14K -$41K -1,762 -75%
CP
796
Corbenic Partners
Pennsylvania
$14K – – –
CWM
797
Cranbrook Wealth Management
Michigan
$13K – – –
ANBT
798
American National Bank & Trust
Texas
$12K – – –
BCI
799
Brinker Capital Investments
Pennsylvania
$12K – – –
AA
800
AlphaMark Advisors
Kentucky
$10K – – –
30 31
32
33 34

EPD Hedge Fund Activity: Q1 2016 in Review

806 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2016, worth a combined $17.4B — up 0.91% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EPD positions and 57 closed out — a net gain of 20 holders — while 291 added to existing stakes and 291 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $182M. The largest seller was UBS Group, cutting an estimated $197M.

  • 806 institutional investors held Enterprise Products Partners (EPD) as of Q1 2016, up from 793 in Q4 2015.
  • Funds reported $17.4B of Enterprise Products Partners stock for Q1 2016, up 0.91% quarter-over-quarter.
  • 77 funds opened new Enterprise Products Partners positions in Q1 2016 and 57 closed out, a net change of +20 holders.
  • The largest Enterprise Products Partners buyer in Q1 2016 was Goldman Sachs, an estimated $182M added.
  • The largest Enterprise Products Partners seller in Q1 2016 was UBS Group, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2016.