We are live on ! Find out more
EPD icon

Enterprise Products Partners

855 hedge funds and large institutions have $22B invested in Enterprise Products Partners in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 270 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $281M | Put options by funds: $106M

157% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 37

27% more capital invested

Capital invested by funds: $17.4B → $22B (+$4.66B)

12% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 270

11% more funds holding in top 10

Funds holding in top 10: 8291 (+9)

6% more funds holding

Funds holding: 806855 (+49)

1.24% more ownership

Funds ownership: 34.94%36.18% (+1.2%)

Holders
855
Holders Change
+49
Holders Change %
+6.08%
% of All Funds
22.81%
Holding in Top 10
91
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.98%
% of All Funds
2.43%
New
95
Increased
303
Reduced
270
Closed
37
Calls
$281M
Puts
$106M
Net Calls
+$175M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
776
CenterStar Fund
Illinois
$126K
CGT
777
Capital Guardian Trust
California
$126K +$96.6K +3,600 +514%
IC
778
IKOS CIF
Cyprus
$126K +$118K +4,386 New
FNBSF
779
First National Bank Sioux Falls
South Dakota
$124K
IPC
780
Independent Portfolio Consultants
Florida
$123K +$2.01K +75 +2%
FMII
781
Farmers & Merchants Investments Inc
Nebraska
$121K
KLI
782
Kelman-Lazarov Inc
Tennessee
$120K +$28.2K +1,052 +34%
FCT
783
Family Capital Trust
Massachusetts
$118K
BEAM
784
Baker Ellis Asset Management
Washington
$117K +$107K +4,000 New
AF
785
Allworth Financial
California
$116K
VIA
786
Vantage Investment Advisors
Pennsylvania
$116K
SBL
787
Sargent Bickham Lagudis
Colorado
$116K +$17.2K +640 +19%
TRCT
788
Tower Research Capital (TRC)
New York
$116K +$106K +3,954 New
MCM
789
Manchester Capital Management
Vermont
$106K
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$106K +$47.2K +1,757 +94%
AIP
791
Ameritas Investment Partners
Nebraska
$102K
SCM
792
Southport Capital Management
Tennessee
$97K +$88.7K +3,303 New
BWA
793
Burt Wealth Advisors
Maryland
$95K -$4.43K -165 -5%
BCI
794
Brinker Capital Investments
Pennsylvania
$94K +$73.1K +2,722 +538%
IP
795
Isthmus Partners
Wisconsin
$91K
MCM
796
MV Capital Management
Maryland
$88K -$21.5K -800 -21%
GWS
797
Glassman Wealth Services
Virginia
$87K +$1.21K +45 +2%
TF
798
Tompkins Financial
New York
$86K -$5.37K -200 -6%
RFA
799
Reilly Financial Advisors
California
$86K +$617 +23 +0.8%
ATC
800
Adirondack Trust Company
New York
$84K -$15.5K -578 -17%

EPD Hedge Fund Activity: Q2 2016 in Review

855 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2016, worth a combined $22B — up 27% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPD positions and 37 closed out — a net gain of 58 holders — while 303 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $374M. The largest seller was Advisory Research, cutting an estimated $71.8M.

  • 855 institutional investors held Enterprise Products Partners (EPD) as of Q2 2016, up from 806 in Q1 2016.
  • Funds reported $22B of Enterprise Products Partners stock for Q2 2016, up 27% quarter-over-quarter.
  • 95 funds opened new Enterprise Products Partners positions in Q2 2016 and 37 closed out, a net change of +58 holders.
  • The largest Enterprise Products Partners buyer in Q2 2016 was Morgan Stanley, an estimated $374M added.
  • The largest Enterprise Products Partners seller in Q2 2016 was Advisory Research, an estimated $71.8M sold.

Based on aggregated 13F filings for Q2 2016.