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Enterprise Products Partners

897 hedge funds and large institutions have $21.1B invested in Enterprise Products Partners in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 315 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $203M | Put options by funds: $83.1M

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

1% more funds holding

Funds holding: 888897 (+9)

3% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 315

0.13% less ownership

Funds ownership: 37.78%37.65% (-0.13%)

4% less capital invested

Capital invested by funds: $21.9B → $21.1B (-$834M)

2% less funds holding in top 10

Funds holding in top 10: 8280 (-2)

Holders
897
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
22.36%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.99%
New
68
Increased
326
Reduced
315
Closed
50
Calls
$203M
Puts
$83.1M
Net Calls
+$120M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
776
Carlton Hofferkamp & Jenks Wealth Management
Texas
$231K +$10.2K +385 +5%
Millennium Management
777
Millennium Management
New York
$230K +$233K +8,816 New
SFG
778
SNS Financial Group
Minnesota
$230K +$234K +8,834 New
PWM
779
Perigon Wealth Management
California
$229K -$69.3K -2,620 -23%
ISB
780
Iowa State Bank
Iowa
$228K
VWA
781
V Wealth Advisors
Kansas
$226K +$1.08K +41 +0.5%
HT
782
Heritage Trust
Oklahoma
$226K +$13.9K +527 +6%
WAP
783
Wealthcare Advisory Partners
Pennsylvania
$225K +$228K +8,612 New
Geode Capital Management
784
Geode Capital Management
Massachusetts
$224K
FWP
785
FAS Wealth Partners
Kansas
$224K +$1.69K +64 +0.8%
PC
786
Palo Capital
California
$224K +$31.7K +1,200 +16%
Fisher Asset Management
787
Fisher Asset Management
Washington
$222K -$13K -492 -5%
SAM
788
Shikiar Asset Management
New York
$222K
AWM
789
AE Wealth Management
Kansas
$221K +$5.92K +224 +3%
SEM
790
Suncoast Equity Management
Florida
$219K
CCM
791
Crossvault Capital Management
Texas
$217K -$17.4K -660 -7%
BO
792
BRR OpCo
Ohio
$216K
GIA
793
GHP Investment Advisors
Colorado
$216K
NIM
794
Northeast Investment Management
Massachusetts
$215K -$31.7K -1,200 -13%
KCPG
795
Kavar Capital Partners Group
Kansas
$215K
IP
796
Intellectus Partners
California
$214K +$7.93K +300 +4%
AWE
797
Avidian Wealth Enterprises
Texas
$214K +$217K +8,194 New
CAG
798
Crestwood Advisors Group
Massachusetts
$214K +$217K +8,217 New
TTWM
799
TCV Trust & Wealth Management
Virginia
$212K
LNWWM
800
Laird Norton Wetherby Wealth Management
California
$212K +$215K +8,147 New

EPD Hedge Fund Activity: Q3 2017 in Review

897 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2017, worth a combined $21.1B — down 3.8% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EPD positions and 50 closed out — a net gain of 18 holders — while 326 added to existing stakes and 315 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $189M. The largest seller was JP Morgan Chase, cutting an estimated $291M.

  • 897 institutional investors held Enterprise Products Partners (EPD) as of Q3 2017, up from 888 in Q2 2017.
  • Funds reported $21.1B of Enterprise Products Partners stock for Q3 2017, down 3.8% quarter-over-quarter.
  • 68 funds opened new Enterprise Products Partners positions in Q3 2017 and 50 closed out, a net change of +18 holders.
  • The largest Enterprise Products Partners buyer in Q3 2017 was Goldman Sachs, an estimated $189M added.
  • The largest Enterprise Products Partners seller in Q3 2017 was JP Morgan Chase, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2017.