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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
826
Community Bank
New York
$163K -$11.1K -396 -6%
IP
827
Intellectus Partners
California
$149K +$11.1K +399 +8%
HR
828
Howe & Rusling
New York
$147K -$5.59K -200 -4%
KTC
829
Kistler-Tiffany Companies
Pennsylvania
$145K -$50.3K -1,800 -26%
LWCFA
830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K
CAG
831
Crestwood Advisors Group
Massachusetts
$138K +$141K +5,060 New
CFA
832
Camarda Financial Advisors
Florida
$133K -$309K -11,056 -70%
YWP
833
YorkBridge Wealth Partners
New York
$124K
BWM
834
Baystate Wealth Management
Massachusetts
$122K +$111K +3,982 +1,051%
VIA
835
Vantage Investment Advisors
Pennsylvania
$119K -$28 -1 -0%
MBT
836
Monroe Bank & Trust
Michigan
$115K -$698 -25 -0.6%
FMP
837
Financial Management Professionals
Texas
$114K
DBT
838
Dubuque Bank & Trust
Iowa
$105K +$73K +2,615 +223%
RFWA
839
RPg Family Wealth Advisory
Massachusetts
$101K +$74.5K +2,667 +267%
FFC
840
First Financial Corp
Indiana
$99K +$11.2K +400 +13%
AIP
841
Ameritas Investment Partners
Nebraska
$96K
OFW
842
Omnia Family Wealth
Florida
$96K
MCM
843
Manchester Capital Management
Vermont
$93K
BWA
844
Burt Wealth Advisors
Maryland
$90K
BCI
845
Brinker Capital Investments
Pennsylvania
$89K
GWS
846
Glassman Wealth Services
Virginia
$86K -$8.27K -296 -9%
IP
847
Isthmus Partners
Wisconsin
$86K
QAM
848
QCI Asset Management
New York
$86K +$27.9K +1,000 +47%
MCM
849
MV Capital Management
Maryland
$83K
RFA
850
Reilly Financial Advisors
California
$81K

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.