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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
801
Harvest Capital Management
New Hampshire
$217K
PP
802
Patten & Patten
Tennessee
$215K -$19.5K -732 -8%
KFA
803
Kelleher Financial Advisors
New York
$215K +$235K +8,810 New
BAM
804
Berkshire Asset Management
Pennsylvania
$214K +$232K +8,722 New
SP
805
SWS Partners
Ohio
$213K -$75.3K -2,829 -25%
CHA
806
Carmichael Hill & Associates
Maryland
$213K +$5.33K +200 +2%
AFM
807
Abbot Financial Management
Massachusetts
$213K +$232K +8,700 New
CG
808
Caprock Group
Idaho
$212K
HT
809
Heritage Trust
Oklahoma
$212K
IC
810
Iconiq Capital
California
$212K
PAG
811
Pinnacle Advisory Group
Maryland
$211K +$229K +8,605 New
Geode Capital Management
812
Geode Capital Management
Massachusetts
$210K
AI
813
Accredited Investors
Minnesota
$209K -$12.8K -482 -5%
SAM
814
Shikiar Asset Management
New York
$208K
CCA
815
Cobblestone Capital Advisors
New York
$208K +$24.3K +911 +12%
BBA
816
BLB&B Advisors
Pennsylvania
$205K -$9.56K -359 -4%
PCM
817
Parsons Capital Management
Rhode Island
$205K +$13.3K +500 +6%
BFEC
818
Benjamin F. Edwards & Company
Missouri
$205K +$76.7K +2,880 +52%
DWM
819
Doyle Wealth Management
Florida
$203K -$131K -4,929 -37%
HVIA
820
Hudson Valley Investment Advisors
New York
$203K -$533 -20 -0.2%
GIA
821
GHP Investment Advisors
Colorado
$203K
AWE
822
Avidian Wealth Enterprises
Texas
$203K +$5.33K +200 +2%
BO
823
BRR OpCo
Ohio
$202K
FCAG
824
First Capital Advisors Group
New Jersey
$199K -$53.1K -1,993 -20%
AP
825
Atwood & Palmer
Missouri
$197K -$84.3K -3,166 -28%

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.