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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
WP
801
WealthPLAN Partners
Nebraska
$83.4K +$153K +5,698 New
MFBTD
802
MB Financial Bank - Trust Department
Illinois
$83K
NC
803
NewSquare Capital
Pennsylvania
$82K
ACS
804
Archford Capital Strategies
Illinois
$80K +$73.4K +2,735 New
PFSC
805
Peoples Financial Services Corp
Pennsylvania
$76K
QAM
806
QCI Asset Management
New York
$74K
HI
807
Hudock Inc
Pennsylvania
$74K +$11.7K +434 +21%
GI
808
Gradient Investments
Minnesota
$73K -$13.4K -500 -17%
BAM
809
Bruderman Asset Management
New York
$72K
QCG
810
Quadrant Capital Group
Ohio
$67K -$8.62K -321 -12%
AWMS
811
Advocacy Wealth Management Services
Georgia
$59K -$12.4K -462 -19%
GAM
812
Gemmer Asset Management
California
$57K -$44.8K -1,668 -46%
PO
813
Private Ocean
California
$51K
FFC
814
First Financial Corp
Indiana
$50K -$54.2K -2,020 -54%
PIM
815
Parasol Investment Management
Illinois
$46K
PCP
816
Proficio Capital Partners
Massachusetts
$46K
CFS
817
Commonwealth Financial Services
West Virginia
$45K
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$43.9K
GBT
819
Grove Bank & Trust
Florida
$43K
MWM
820
MinichMacGregor Wealth Management
New York
$43K
CA
821
Cumberland Advisors
Florida
$40K +$4.29K +160 +13%
FMP
822
Financial Management Professionals
Texas
$38K
TDC
823
Thompson Davis & Co
Virginia
$37K -$1.31K -49 -4%
WTB
824
Washington Trust Bank
Washington
$35K
Thrivent Financial for Lutherans
825
Thrivent Financial for Lutherans
Minnesota
$34K

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.