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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
801
Heritage Trust
Oklahoma
$248K
SL
802
Summitry LLC
California
$247K +$28.9K +1,000 +13%
BCM
803
Brookstone Capital Management
Illinois
$247K +$37K +1,280 +17%
BOS
804
Bank of Stockton
California
$245K +$247K +8,544 New
HCM
805
Hodges Capital Management
Texas
$244K -$57.8K -2,000 -19%
SAM
806
Shikiar Asset Management
New York
$244K
CG
807
Colony Group
Massachusetts
$243K +$15.9K +550 +7%
JT
808
Jump Trading
Illinois
$242K +$243K +8,421 New
WP
809
WealthSource Partners
California
$239K -$3.03K -105 -1%
SFG
810
Sather Financial Group
Texas
$238K -$223K -7,716 -48%
BO
811
BRR OpCo
Ohio
$238K
GIA
812
GHP Investment Advisors
Colorado
$238K
GIA
813
Granite Investment Advisors
New Hampshire
$237K -$46.2K -1,600 -16%
FIM
814
Freedom Investment Management
Connecticut
$237K +$21K +728 +10%
HVIA
815
Hudson Valley Investment Advisors
New York
$236K -$1.04K -36 -0.4%
RWM
816
Rench Wealth Management
Texas
$236K +$3.41K +118 +1%
Envestnet Asset Management
817
Envestnet Asset Management
Illinois
$234K -$657K -22,732 -74%
FCAG
818
First Capital Advisors Group
New Jersey
$234K
BRA
819
Biechele Royce Advisors
Indiana
$232K
KB
820
Kimelman & Baird
New York
$230K
MCM
821
Mengis Capital Management
Oregon
$230K
BWP
822
BSW Wealth Partners
Colorado
$230K +$2.11K +73 +0.9%
GI
823
GS Investments
Minnesota
$230K
CHJWM
824
Carlton Hofferkamp & Jenks Wealth Management
Texas
$226K
MSA
825
Marino Stram & Associates
Massachusetts
$226K +$318 +11 +0.1%

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.