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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
CAG
801
Csenge Advisory Group
Florida
$211K +$214K +8,090 New
KB
802
Kimelman & Baird
New York
$209K
MCM
803
Mengis Capital Management
Oregon
$209K
GI
804
GS Investments
Minnesota
$209K
BL
805
BCWM LLC
Kansas
$207K +$7.48K +283 +4%
MCP
806
Mirador Capital Partners
California
$207K +$210K +7,945 New
PCM
807
Parsons Capital Management
Rhode Island
$205K
BWP
808
BSW Wealth Partners
Colorado
$204K +$1.96K +74 +1%
PAMG
809
Patton Albertson Miller Group
Tennessee
$203K
RWM
810
Rench Wealth Management
Texas
$201K +$3.17K +120 +2%
MIM
811
Miller Investment Management
Pennsylvania
$196K
BTIS
812
BB&T Investment Services
North Carolina
$186K +$3.94K +149 +2%
BRC
813
Bell Rock Capital
Delaware
$185K +$39.7K +1,500 +27%
AFNAS
814
American Financial Network Advisory Services
California
$179K +$182K +6,868 New
ST
815
Smithfield Trust
Pennsylvania
$178K
JCM
816
Jacobi Capital Management
Pennsylvania
$167K +$23.4K +887 +16%
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K +$33.6K +1,270 +25%
VNA
818
Valley National Advisers
Pennsylvania
$146K -$26.3K -993 -15%
KTC
819
Kistler-Tiffany Companies
Pennsylvania
$146K +$9.84K +372 +7%
CFA
820
Camarda Financial Advisors
Florida
$136K +$10.2K +384 +8%
CAPTRUST Financial Advisors
821
CAPTRUST Financial Advisors
North Carolina
$135K +$132K +4,985 New
PG
822
Patten Group
Tennessee
$134K
PMFA
823
Plante Moran Financial Advisors
Michigan
$132K
OIA
824
OneDigital Investment Advisors
Kansas
$123K +$23K +869 +23%
AIL
825
AGF Investments LLC
Ontario, Canada
$112K +$113K +4,284 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.