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Enterprise Products Partners

844 hedge funds and large institutions have $21B invested in Enterprise Products Partners in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 301 increasing their positions, 274 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $198M | Put options by funds: $87.1M

10% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 274

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

0.07% more ownership

Funds ownership: 36.18%36.24% (+0.07%)

5% less capital invested

Capital invested by funds: $22B → $21B (-$1.05B)

1% less funds holding

Funds holding: 855844 (-11)

12% less funds holding in top 10

Funds holding in top 10: 9180 (-11)

Holders
844
Holders Change
-11
Holders Change %
-1.29%
% of All Funds
22.52%
Holding in Top 10
80
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.09%
% of All Funds
2.13%
New
50
Increased
301
Reduced
274
Closed
47
Calls
$198M
Puts
$87.1M
Net Calls
+$111M
Net Calls Change
-$64M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
826
1832 Asset Management
Ontario, Canada
$28K
AAC
827
Asset Advisors Corp
Georgia
$28K
AF
828
Arrow Financial
New York
$26K
HWP
829
Hefty Wealth Partners
Indiana
$25K
TIM
830
Tortoise Investment Management
New York
$25K
TWA
831
TCI Wealth Advisors
Arizona
$22K
HDIM
832
Hanson & Doremus Investment Management
Vermont
$19K -$5.11K -185 -21%
BBPWM
833
Blue Bell Private Wealth Management
Pennsylvania
$19K
MSFP
834
Mark Sheptoff Financial Planning
Connecticut
$17K -$5.47K -198 -25%
AIM
835
Advantage Investment Management
Iowa
$17K
FPFS
836
First Personal Financial Services
North Carolina
$17K
CWM
837
Cranbrook Wealth Management
Michigan
$15K
LWA
838
Lowe Wealth Advisors
Maryland
$15K
JGIA
839
Jackson Grant Investment Advisers
Connecticut
$14K +$13.8K +500 New
AA
840
AlphaMark Advisors
Kentucky
$11K
AssetMark Inc
841
AssetMark Inc
California
$11K
M
842
MOTCO
Texas
$11K
SFG
843
SevenBridge Financial Group
Pennsylvania
$11K
IWC
844
Integrated Wealth Counsel
California
$11K +$11.1K +403 New
AA
845
Apriem Advisors
California
$8K -$18.3K -662 -69%
ARMC
846
American Research & Management Company
Massachusetts
$8K
IFA
847
Interactive Financial Advisors
Illinois
$8K
TRCT
848
Tower Research Capital (TRC)
New York
$6K -$103K -3,727 -94%
PCTC
849
Perkins Coie Trust Company
Washington
$4K
AIS
850
Accurate Investment Solutions
Pennsylvania
$2K

EPD Hedge Fund Activity: Q3 2016 in Review

844 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2016, worth a combined $21B — down 4.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EPD positions and 47 closed out — a net gain of 3 holders — while 301 added to existing stakes and 274 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $114M. The largest seller was Goldman Sachs, cutting an estimated $229M.

  • 844 institutional investors held Enterprise Products Partners (EPD) as of Q3 2016, down from 855 in Q2 2016.
  • Funds reported $21B of Enterprise Products Partners stock for Q3 2016, down 4.8% quarter-over-quarter.
  • 50 funds opened new Enterprise Products Partners positions in Q3 2016 and 47 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q3 2016 was ALPS Advisors, an estimated $114M added.
  • The largest Enterprise Products Partners seller in Q3 2016 was Goldman Sachs, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2016.