We are live on ! Find out more
EPD icon

Enterprise Products Partners

855 hedge funds and large institutions have $22B invested in Enterprise Products Partners in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 270 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $281M | Put options by funds: $106M

157% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 37

27% more capital invested

Capital invested by funds: $17.4B → $22B (+$4.66B)

12% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 270

11% more funds holding in top 10

Funds holding in top 10: 8291 (+9)

6% more funds holding

Funds holding: 806855 (+49)

1.24% more ownership

Funds ownership: 34.94%36.18% (+1.2%)

Holders
855
Holders Change
+49
Holders Change %
+6.08%
% of All Funds
22.81%
Holding in Top 10
91
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.98%
% of All Funds
2.43%
New
95
Increased
303
Reduced
270
Closed
37
Calls
$281M
Puts
$106M
Net Calls
+$175M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
826
Cribstone Capital Management
Maine
$34K +$31.2K +1,164 New
DBT
827
Dubuque Bank & Trust
Iowa
$34K +$31.5K +1,175 New
CFN
828
Cordasco Financial Network
Florida
$33K
ACM
829
Armbruster Capital Management
New York
$31K
Carson Wealth (CWM LLC)
830
Carson Wealth (CWM LLC)
Nebraska
$31K +$28.2K +1,050 New
AAC
831
Asset Advisors Corp
Georgia
$29K
FI
832
FCM Investments
Texas
$29K
1832 Asset Management
833
1832 Asset Management
Ontario, Canada
$29K +$26.8K +1,000 New
TCM
834
Trafelet Capital Management
New York
$29K +$26.8K +1,000 New
AA
835
Apriem Advisors
California
$28K -$26.5K -988 -51%
AF
836
Arrow Financial
New York
$28K
HDIM
837
Hanson & Doremus Investment Management
Vermont
$26K -$28.5K -1,060 -54%
HWP
838
Hefty Wealth Partners
Indiana
$26K
TIM
839
Tortoise Investment Management
New York
$26K +$24.2K +900 New
FPFS
840
First Personal Financial Services
North Carolina
$25K
TWA
841
TCI Wealth Advisors
Arizona
$23K -$19.7K -734 -48%
MSFP
842
Mark Sheptoff Financial Planning
Connecticut
$23K +$5.32K +198 +33%
SWA
843
Sutton Wealth Advisors
Florida
$22.7K +$16K +595 +327%
BBPWM
844
Blue Bell Private Wealth Management
Pennsylvania
$20K -$13K -484 -43%
MDCM
845
Morgan Dempsey Capital Management
Wisconsin
$20K +$18.8K +700 New
KA
846
Klingman & Associates
New York
$19K
AIM
847
Advantage Investment Management
Iowa
$18K
CP
848
Corbenic Partners
Pennsylvania
$17K
CWM
849
Cranbrook Wealth Management
Michigan
$16K
CA
850
Commerzbank Aktiengesellschaft
Germany
$15.1K -$15.7M -585,000 -53%

EPD Hedge Fund Activity: Q2 2016 in Review

855 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2016, worth a combined $22B — up 27% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPD positions and 37 closed out — a net gain of 58 holders — while 303 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $374M. The largest seller was Advisory Research, cutting an estimated $71.8M.

  • 855 institutional investors held Enterprise Products Partners (EPD) as of Q2 2016, up from 806 in Q1 2016.
  • Funds reported $22B of Enterprise Products Partners stock for Q2 2016, up 27% quarter-over-quarter.
  • 95 funds opened new Enterprise Products Partners positions in Q2 2016 and 37 closed out, a net change of +58 holders.
  • The largest Enterprise Products Partners buyer in Q2 2016 was Morgan Stanley, an estimated $374M added.
  • The largest Enterprise Products Partners seller in Q2 2016 was Advisory Research, an estimated $71.8M sold.

Based on aggregated 13F filings for Q2 2016.