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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
776
Geode Capital Management
Massachusetts
$271K +$24.4K +844 +10%
FAT
777
First American Trust
California
$270K
CAC
778
Certified Advisory Corp
Florida
$270K +$549 +19 +0.2%
SNBOSCI
779
Security National Bank of Sioux City Iowa
Iowa
$270K +$8.67K +300 +3%
LNWWM
780
Laird Norton Wetherby Wealth Management
California
$269K +$35.3K +1,223 +15%
LRPA
781
L. Roy Papp & Associates
Arizona
$268K -$57.8K -2,000 -18%
YIA
782
YHB Investment Advisors
Connecticut
$267K -$3.61K -125 -1%
VBFG
783
Vishria Bird Financial Group
Tennessee
$267K
GIM
784
Greylin Investment Management
Virginia
$265K
GW
785
GW & Wade
Massachusetts
$264K -$117K -4,059 -31%
SCM
786
Sterneck Capital Management
Missouri
$264K
CG
787
CFO4Life Group
Texas
$263K -$43.6K -1,508 -14%
RCA
788
Rowland Carmichael Advisors
Arizona
$262K
SAM
789
Summit Asset Management
Tennessee
$261K
MCA
790
Mercer Capital Advisers
New Jersey
$260K -$17.3K -600 -6%
HR
791
Howe & Rusling
New York
$260K
FPCG
792
Fort Pitt Capital Group
Pennsylvania
$260K +$261K +9,034 New
OC
793
Oakworth Capital
Alabama
$259K
ECM
794
Ensemble Capital Management
California
$254K -$30.3K -1,050 -11%
EFSCE
795
Enterprise Financial Services Corp (EFSC)
Missouri
$250K -$97.3K -3,368 -28%
AI
796
Accredited Investors
Minnesota
$250K -$12K -414 -5%
CL
797
Choreo LLC
Illinois
$249K -$139K -4,795 -36%
TTWM
798
TCV Trust & Wealth Management
Virginia
$249K -$14.4K -500 -5%
CHA
799
Carmichael Hill & Associates
Maryland
$249K
ALIONA
800
Allianz Life Insurance of North America
Minnesota
$249K +$31.8K +1,100 +15%

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.