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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
AE Wealth Management
Kansas
$213K +$216K +7,728 New
BWP
802
BSW Wealth Partners
Colorado
$212K -$12.8K -459 -6%
EIM
803
Essex Investment Management
Massachusetts
$212K
SL
804
Summitry LLC
California
$210K -$55.9K -2,000 -21%
RWM
805
Rench Wealth Management
Texas
$210K
SFM
806
Signet Financial Management
New Jersey
$210K +$84 +3 +0%
HCC
807
Hirtle Callaghan & Co
Pennsylvania
$209K +$212K +7,580 New
FCAG
808
First Capital Advisors Group
New Jersey
$208K +$210K +7,520 New
CCFCSB
809
Cape Cod Five Cents Savings Bank
Massachusetts
$207K -$149K -5,345 -42%
FIM
810
Freedom Investment Management
Connecticut
$207K -$54.6K -1,956 -21%
MIM
811
Miller Investment Management
Pennsylvania
$207K
RGIA
812
Rainier Group Investment Advisory
Washington
$207K
PAS
813
Partnervest Advisory Services
California
$205K -$17.5K -627 -8%
WP
814
WealthSource Partners
California
$203K +$205K +7,338 New
BL
815
BCWM LLC
Kansas
$203K +$206K +7,366 New
HPIA
816
Hamilton Point Investment Advisors
North Carolina
$202K +$204K +7,310 New
RHJA
817
Rice Hall James & Associates
California
$201K +$203K +7,280 New
RIA
818
Regal Investment Advisors
Michigan
$200K
FCMC
819
Founders Capital Management (Connecticut)
Connecticut
$195K
AIP
820
Almanack Investment Partners
Pennsylvania
$195K +$197K +7,045 New
IPC
821
Independent Portfolio Consultants
Florida
$193K +$11.3K +405 +6%
ACS
822
Archford Capital Strategies
Illinois
$192K +$57.9K +2,071 +42%
ST
823
Smithfield Trust
Pennsylvania
$188K -$123K -4,400 -39%
TDC
824
Thompson Davis & Co
Virginia
$181K -$19.4K -696 -10%
PG
825
Patten Group
Tennessee
$167K

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.