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Enterprise Products Partners
EPD

Overview Fund Activity

969 hedge funds and large institutions have $21.7B invested in Enterprise Products Partners in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 318 increasing their positions, 358 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+20
Holders Change %
+2.11%
% of All Funds
22.21%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.72%
New
78
Increased
318
Reduced
358
Closed
47
Calls
$306M
Puts
$129M
Net Calls
+$178M
Net Calls Change
+$121M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$378M
2
BlackRock
BlackRock
New York
+$287M
3
AR
Advisory Research
Illinois
+$115M
4
PI
Putnam Investments
Massachusetts
+$103M
5
Goldman Sachs
Goldman Sachs
New York
+$58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$233M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$91.7M
3
Morgan Stanley
Morgan Stanley
New York
-$86.1M
4
EIP
Energy Income Partners
Connecticut
-$60.7M
5
CBOA
Commonwealth Bank of Australia
Australia
-$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
801
Geode Capital Management
Massachusetts
$238K – – –
SAM
802
Shikiar Asset Management
New York
$235K – – –
CCA
803
Cobblestone Capital Advisors
New York
$235K +$277 +10 +0.1%
WP
804
WealthSource Partners
California
$233K +$233K +8,434 New
PCM
805
Parsons Capital Management
Rhode Island
$232K – – –
BBA
806
BLB&B Advisors
Pennsylvania
$232K +$1.19K +43 +0.5%
FMWA
807
Forvis Mazars Wealth Advisors
Missouri
$230K -$30.5K -1,105 -12%
GIA
808
GHP Investment Advisors
Colorado
$229K – – –
BO
809
BRR OpCo
Ohio
$229K – – –
HVIA
810
Hudson Valley Investment Advisors
New York
$228K -$968 -35 -0.4%
FCAG
811
First Capital Advisors Group
New Jersey
$225K – – –
MGAM
812
McGowan Group Asset Management
Texas
$225K +$225K +8,146 New
LNWWM
813
Laird Norton Wetherby Wealth Management
California
$225K +$225K +8,147 New
AWE
814
Avidian Wealth Enterprises
Texas
$224K -$5.54K -200 -2%
BRA
815
Biechele Royce Advisors
Indiana
$224K +$224K +8,083 New
RWM
816
Rench Wealth Management
Texas
$224K +$224K +8,100 New
MCM
817
Mengis Capital Management
Oregon
$222K +$222K +8,030 New
GI
818
GS Investments
Minnesota
$221K – – –
PIA
819
Pinion Investment Advisors
Kansas
$221K +$221K +7,970 New
KB
820
Kimelman & Baird
New York
$221K +$221K +8,000 New
LA
821
Legacy Advisors
Pennsylvania
$219K +$90.3K +3,262 +70%
CG
822
Colony Group
Massachusetts
$219K +$219K +7,912 New
BWP
823
BSW Wealth Partners
Colorado
$219K +$219K +7,930 New
MSA
824
Marino Stram & Associates
Massachusetts
$218K -$12.3K -443 -5%
CHJWM
825
Carlton Hofferkamp & Jenks Wealth Management
Texas
$218K +$218K +7,885 New
31 32
33
34 35