We are live on ! Find out more
EPD icon

Enterprise Products Partners

844 hedge funds and large institutions have $21B invested in Enterprise Products Partners in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 301 increasing their positions, 274 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $198M | Put options by funds: $87.1M

10% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 274

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0.07% more ownership

Funds ownership: 36.18%36.24% (+0.07%)

5% less capital invested

Capital invested by funds: $22B → $21B (-$1.05B)

1% less funds holding

Funds holding: 855844 (-11)

12% less funds holding in top 10

Funds holding in top 10: 9180 (-11)

Holders
844
Holders Change
-11
Holders Change %
-1.29%
% of All Funds
22.52%
Holding in Top 10
80
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.09%
% of All Funds
2.13%
New
50
Increased
301
Reduced
274
Closed
47
Calls
$198M
Puts
$87.1M
Net Calls
+$111M
Net Calls Change
-$64M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
801
NewSquare Capital
Pennsylvania
$77K
ACS
802
Archford Capital Strategies
Illinois
$75K
PFSC
803
Peoples Financial Services Corp
Pennsylvania
$72K
DBT
804
Dubuque Bank & Trust
Iowa
$72K +$40K +1,448 +123%
BAM
805
Bruderman Asset Management
New York
$68K
HI
806
Hudock Inc
Pennsylvania
$67K -$2.38K -86 -3%
QAM
807
QCI Asset Management
New York
$64K -$5.53K -200 -8%
QCG
808
Quadrant Capital Group
Ohio
$63K
GI
809
Gradient Investments
Minnesota
$58K -$11.5K -415 -17%
GAM
810
Gemmer Asset Management
California
$54K
CHP
811
Cable Hill Partners
Oregon
$54K +$55.3K +2,000 New
FFC
812
First Financial Corp
Indiana
$47K
Carson Wealth (CWM LLC)
813
Carson Wealth (CWM LLC)
Nebraska
$45K +$15.9K +577 +55%
PCP
814
Proficio Capital Partners
Massachusetts
$44K
PIM
815
Parasol Investment Management
Illinois
$43K
CFS
816
Commonwealth Financial Services
West Virginia
$42K
GBT
817
Grove Bank & Trust
Florida
$41K
MWM
818
MinichMacGregor Wealth Management
New York
$41K
CA
819
Cumberland Advisors
Florida
$37K
CFN
820
Cordasco Financial Network
Florida
$33K
WTB
821
Washington Trust Bank
Washington
$33K
CCM
822
Cribstone Capital Management
Maine
$32K
Thrivent Financial for Lutherans
823
Thrivent Financial for Lutherans
Minnesota
$31K
SWA
824
Sutton Wealth Advisors
Florida
$29.6K +$8.12K +294 +38%
ACM
825
Armbruster Capital Management
New York
$29K

EPD Hedge Fund Activity: Q3 2016 in Review

844 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2016, worth a combined $21B — down 4.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EPD positions and 47 closed out — a net gain of 3 holders — while 301 added to existing stakes and 274 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $114M. The largest seller was Goldman Sachs, cutting an estimated $229M.

  • 844 institutional investors held Enterprise Products Partners (EPD) as of Q3 2016, down from 855 in Q2 2016.
  • Funds reported $21B of Enterprise Products Partners stock for Q3 2016, down 4.8% quarter-over-quarter.
  • 50 funds opened new Enterprise Products Partners positions in Q3 2016 and 47 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q3 2016 was ALPS Advisors, an estimated $114M added.
  • The largest Enterprise Products Partners seller in Q3 2016 was Goldman Sachs, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2016.